Real Wealth® Weekly

Degrees, not debt

February 3, 2020

Not many 18 year olds can fully comprehend the amount of student debt they can end up in, but the reality is that many adults…

Preparing is caring

January 27, 2020

Many people assume the responsibility of taking care of their aging parents but if they don’t meet with you to plan, not only may they…

Don’t let your business die

January 20, 2020

Your clients thinking their business is invincible can be dangerous, especially if their retirement funds are riding on it. This episode with Lewis Schiff, Author…

Young money

January 13, 2020

Yes, you advise adults. No, they’re not the only ones that need help managing their money. Tune in as “The Eagle Mom,” Sunny Istar Lee,…

Beef up your benefits

January 6, 2020

Social Security comes up time and time again, but are you aware of the new changes? Are you asking your clients the right questions? Retirement…

How to help yourself: 17 mistakes consumers make

December 30, 2019

Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…

Money method

December 23, 2019

Most people have spare money after paying their bills and buying their groceries but don’t know where that extra cash flow should go. Should they…

Celebrities need help too

December 16, 2019

Celebrities hold a huge influence over the way we think. For some reason, we disregard opinions of professionals but will obsess over a celeb regardless…

Special planning for special needs

December 9, 2019

It never even crosses many parents’ minds that raising a child with special needs may inquire a lot of extra costs. Financial Planner Stephanie Thompson…

Tax talk

December 2, 2019

It’s nearing the end of the fiscal year, are you ready to take on tax season? Sandy Botkin, tax attorney and CPA, joins the show…