Podcast Library

Welcome to the Real Wealth® podcast library!

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Current Mortgage Trends

June 18, 2012

This episode’s Real Wealth® podcast features independent mortgage banker and president of Accunet Mortgage, Brian Wickert. Mr. Wickert shares his perspective and gives an overview of the current housing and mortgage market and discusses the overall new environment of the lending process.

 

 

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Money Questions for Your Significant Other

June 11, 2012

This episode Real Wealth® tackles ten money questions that everyone should discuss with their significant other prior to and during a relationship. Nothing in this world can affect the future of a relationship more than money. It is worth spending the time discussing attitudes, experiences and expectations towards money with all of your clients and then developing a successful financial plan together.

 

 

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The Benefits of Funeral Pre-Planning

June 4, 2012

This episode Real Wealth® Weekly is joined by Jim Olson, a member of the National Funeral Directors Association (NFDA) to discuss the importance of pre-planning for your funeral service. We discuss the importance of working with your financial advisor to learn how to pay for and the best way to plan for this expense.

 

 

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Current Mortgage Trends

June 1, 2012

This episode’s Real Wealth® podcast features independent mortgage banker and president of Accunet Mortgage, Brian Wickert. Mr. Wickert shares his perspective and gives an overview of the current housing and mortgage market and discusses the overall new environment of the lending process.

 

 

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Personal Finance 101 for Young Adults

May 28, 2012

“LIFE HAPPENS:  A Practical Guide to Personal Finance from College to Career” is the topic for this episode’s Real Wealth podcast. Mitch Weiss, an economics adjunct professor at the University of Hartford joins us to discuss issues facing students and young adults making the transition into life after school.

 

 

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What to Expect from an IRS Audit

May 21, 2012

The thought of being audited by the IRS can be very intimidating. This episode, Real Wealth® interviews Michael Vilardi, a retired IRS criminal investigator. After 22 years of service with the IRS, he left to start his own private practice protecting the taxpayer. He shares his unique set of skills and knowledge with our audience during this week’s podcast.

 

 

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