Podcast Library

Welcome to the Real Wealth® podcast library!

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Market perspectives

November 20, 2023

  • Where may the market be headed?
  • Are we being threatened by imminent recession?
  • Where are unemployment and inflation rates now?

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Who tightens the purse strings in your house?

November 13, 2023

  • What can long-term care even cover?
  • The numbers don’t lie – women feel left out of the financial conversations. How can we change the narrative?
  • There’s a swell of baby boomers coming… what does that mean for you and society?

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Grant a wish for those in hospice

November 6, 2023

  • A foundation similar to Make-A-Wish, but for hospice patients
  • A way you may offer peace and comfort to those in their final days
  • A way to make your elderly parents, grandparents, or loved one’s smile!

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The long-term care maze and how to find the right care for you

November 1, 2023

  • Learn about the different types of long-term care available, including home-based care, community-based care, and facility-based care
  • Get insights from specialists and real-life experiences on how to choose the right long-term care option for you or your loved one
  • Discover tips on how to plan for your long-term care needs

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The value of life

October 30, 2023

  • Dave’s experience of the aftereffects of 9/11
  • How that has impacted his view on the importance of life insurance
  • What the “right amount” of insurance might be for you

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Impact of family

October 23, 2023

  • What value a financial professional may bring to your financial confidence
  • A story of the impact a decade’s long financial relationship made on a client
  • How this affected that client’s partner and children

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