10 Common Mistakes When Naming Powers of Attorney
April 10, 2017In addition to the threat of robo-advisors and cheap online services, there’s cheap and easy online legal documents as well! On this episode of Real…
Inheritance Gone Wrong
March 20, 2017Nothing explains the importance of a solid estate plan better than stories of those who didn’t quite get it right. On this episode of Real…
The Gift That Gives Back
December 5, 2016Our host Jim Silbernagel has been speaking around the country and training advisors on charitable planning strategies for the middle class that could get you…
A Survivor’s Story: My Father Passed Without A Plan
October 10, 2016Do you sell products or do you sell what they do as a part of the bigger picture? Financial Professional Tiana Ronstadt shares her personal story…
Look Before You LIRP
August 15, 2016Still having trouble convincing your clients how important and versatile Life Insurance can be? In preparation for Life Insurance Awareness Month we invited David McKnight, author of…
Look Before You LIRP
August 1, 2016Still having trouble convincing your clients how important and versatile Life Insurance can be? In preparation for Life Insurance Awareness Month we invited David McKnight, author of…
Femmes and Finance: What Men And Women Need to Know
June 1, 2016Are your female clients becoming more and more involved in financial strategizing? Learn from Heather Lindsley, LUTCF, as she explains the unique issues facing women and finance….
From Piles to Files – Secrets of a Professional Organizer
April 11, 2016A Financial Professional’s worst nightmare is a client who doesn’t have their documents organized. To help you explain how important it is to have critical documents safe…
Femmes and Finance: What Men And Women Need to Know
April 4, 2016Are your female clients becoming more and more involved in financial strategizing? Learn from Heather Lindsley, LUTCF, as she explains the unique issues facing women and finance….
Real Wealth Isn’t About Money
February 22, 2016As a Financial Professional, your time with clients can seem to be all about numbers. Show your networks the meaning of real wealth by sharing this episode…
Special Needs Financial Planning: What You Need to Know
February 8, 2016Do your clients have family members with special needs? Our guest Mary Anne Ehlert, CFP® experienced first-hand how difficult legacy planning can be when it comes to…
Your Biggest Purchase – What You Need to Know
August 17, 2015Buying a home can come with a lot of long-standing financial consequences if not properly thought through. Joining Real Wealth® is Real Estate Expert Scott…