Real Wealth^® Monthly

One of the biggest fears when facing retirement is the fear of outliving your money. Joining us is Alexandra Macqueen, advisor, university instructor, and co-author…

No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…

The changing industry of healthcare brings a lot of uncertainty and stress to our clients. That’s why we’ve invited Health Insurance Consultant Terry Frett on Real Wealth®…

If your clients get divorced, sell their business, or just no longer have a need for their life insurance policy, are they just letting their…

Many of our clients are facing higher deductibles, especially with Obamacare. This episode, we welcome back Don Hansen to talk about a program that can…

A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client,…

Legacy expert attorneys Danielle and Andy Mayoras, authors of Trial & Heirs: Famous Fortune Fights, join Real Wealth® with more celebrity estate planning stories. They…

According to our guest expert, if you are self-employed, you are 700% more likely to get audited! We invited Sandy Botkin, CPA on Real Wealth®…

In honor of May being Disability Insurance Awareness Month, Real Wealth® welcomes back NAIFA-Jackson’s youngest president at age 29, Camille Snyder. 23-year-old Camille had a…

The market for Critical Illness Insurance is set to explode! Why? Obamacare. And everybody knows someone who has had cancer, a heart attack or a…

We welcome back Wayne Breitbarth, LinkedIn Expert, Consultant and Trainer to discuss this powerful networking tool. We had Wayne on February’s Power Session LIVE webinar…

This episode’s guest is Roger Sweaney, who Jim met at the NAIFA National Annual Convention in September. Roger has been dubbed a ‘medical miracle,’ surviving…