Career and Educational Opportunities in the Financial Industry
April 7, 2014Real Wealth® welcomes Dr. John Gilliam, a professor at Texas Tech with over 30 years of experience as a financial and estate planner, manager and…
The Most Overlooked Tax Deductions
January 13, 2014It’s that time of year that your clients are beginning to gather the information they need to file their tax returns. This episode, Real Wealth®…
The Family Money Talk
December 9, 2013One of the most effective meetings you can have with your clients is a family meeting to discuss their retirement and estate planning with their…
Life Events that Generate Insurance Reviews
December 2, 2013Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…
Life Events that Generate Insurance Reviews
December 1, 2013Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…
Choosing Survivorship Benefits
November 25, 2013Many people don’t like to think about what will happen if they or their spouse die. Our hosts, Jim and Tony explain the importance of…
5 C’s of Credit for Businesses
November 18, 2013Credit specialist Chuck Harris joins Real Wealth® again to dive deeper into credit and its role in businesses. Chuck exposes the five things that banks…
7 Steps to Better Credit
November 11, 2013This episode, Real Wealth® welcomes credit specialist Chuck Harris to discuss seven steps to improve credit. Your clients may not fully understand what their credit…
Long Term Care: One of the Greatest Risks We Face
November 4, 2013This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…
Long Term Care: One of the Greatest Risks We Face
November 1, 2013This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…
Saving for College
October 28, 2013America’s student loan debt is quickly approaching $1 trillion. Joining us is Roger Michaud, Chairman Emeritus of the College Savings Foundation, a leading nonprofit helping…
Planning for the Unexpected-Early Detection of Alzheimer’s
September 23, 2013In honor of World Alzheimer’s Month, “Planning for the Unexpected-Early Detection of Alzheimer’s” is the topic for this episode’s Real Wealth® podcast. According to the…