Real Wealth® Weekly


The caregiver’s crisis

February 1, 2021

It’s likely your clients have been affected by Alzheimer’s Disease in some way, and it can be an extremely overwhelming time financially and emotionally. Be…

Are health and wealth related?

Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…

Let’s talk 2021

January 25, 2021

From a global pandemic to an intense presidential election, many people are wary of what to expect in 2021. We met with David Kelly, the…

Are health and wealth related?

January 18, 2021

Lack of sleep is related to a lot of chronic health issues, so the more sleep they get, presumably the healthier they’ll be, and we…

Behind the scenes of your financial care

January 11, 2021

You know what a Broker Dealer is, but your clients don’t understand how everything works behind the scenes. Use this episode with Broker Dealer President…

Pint sized miracles: the NICU journey

January 4, 2021

Given that you’re a Financial Professional, your clients expect that you’ll be there for their life insurance, health care, and long-term care needs, but this…

The power to choose

January 1, 2021

If someone’s well-being is compromising their energy and motivation are elsewhere, their financial affairs may suffer as a result. This episode with Coach and Mentor…

From money monster to money master

December 28, 2020

If you show your clients’ kids that you care about their wealth now, you’ll become an instant referral source by their families. This week’s show…

The power to choose

December 21, 2020

If someone’s well-being is compromising their energy and motivation are elsewhere, their financial affairs may suffer as a result. This episode with Coach and Mentor…

Philanthropic pursuits

December 14, 2020

The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…

Will social security be there for me?

December 7, 2020

Are you ever frustrated that your clients don’t adequately plan for their social security needs because they’re so scared of it running out that they…

Even Superman isn’t invincible

December 1, 2020

So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…