Critical Documents To Consider
July 6, 2015Did you know that 78% of Americans do not have a will or trust in place to plan for their estate? What about other critical…
Learn from the Celebs! Estate Planning Do’s and Dont’s
July 1, 2015Legacy expert attorneys Danielle and Andy Mayoras, authors of Trial & Heirs: Famous Fortune Fights, join Real Wealth® with more celebrity estate planning stories. They…
Learn from the Celebs! Estate Planning Do’s and Don’ts
June 1, 2015Legacy expert attorneys Danielle and Andy Mayoras join Real Wealth® with more celebrity estate planning stories. They share their insight and analysis on high-profile celebrity…
Advice for Widows
April 27, 2015According to 2011 Spectrem Group research, 70% of widows leave their financial advisor after their husband dies. Why are they unhappy? This week’s guest is…
Mistakes Consumers Make
December 29, 2014This episode’s guest is Simon Reilly, Founder of Leading Advisor, Inc., international values and behavioral analyst, business coach, speaker, and author with 25 years of…
But What If I Live?
November 17, 2014Dr. Gregory B. Salsbury has spent more than 25 years in the financial services industry and is a well-known author in the area of behavioral…
Tax Bracket Management and Estate Planning
June 9, 2014Real Wealth® welcomes back Ed Slott, CPA, for “Part 2.” Ed lectures throughout the country, teaching advisors, attorneys and other CPAs awesome concepts to save…
Communication in America
April 21, 2014What is the difference between the Vanderbilts and the Rothschilds? Family communication! Real Wealth® welcomes Jeff Lanza, author of Pistols to Press: Lessons on Communication from…
Basic Estate Planning – The Paul Walker Story
February 24, 2014In this episode, Real Wealth® discusses the important issue of basic estate planning, and the tragedy that some families experience if no planning is done. Hollywood…
Legacy Planning for a Surviving Spouse
February 1, 2014Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…
Estate Planning Conversations
January 27, 2014Real Wealth® welcomes estate planning expert, author, and speaker Bruce Udell, who brings over 35 years of experience. Bruce discusses changes in the estate tax…
Charitable Giving 101
January 1, 2014This episode, Real Wealth® welcomes Alan Pratt, Certified Estate Planner, Charter Advisor in Philanthropy, past President of the International Association of Advisors in Philanthropy, and president…