Legacy Planning for a Surviving Spouse

December 30, 2013

Are 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…

Charitable Giving 101

December 16, 2013

This 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…

Choosing Survivorship Benefits

November 25, 2013

Many 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…

Special Needs Trusts

October 21, 2013

October is recognized as National Down Syndrome Awareness Month. Real Wealth® Weekly will be joined by special guest, Attorney John A. Stocking to discuss the…

Special Needs Trusts

October 1, 2013

October is recognized as National Down Syndrome Awareness Month. Real Wealth® will be joined by special guest, Attorney John A. Stocking to discuss the importance…

Real Life Stories

September 16, 2013

This episode we feature realLifestories provided to us by the nonprofit Life and Health Insurance Foundation for Education. These true stories illustrate why it’s so important…

Life Insurance Awareness Month

September 9, 2013

Each September, the nonprofit Life and Health Insurance Foundation for Education (LIFE) is joined by more than 100 of the nation’s leading insurance companies and…

Life Insurance Awareness Month

September 1, 2013

Each September, the nonprofit Life and Health Insurance Foundation for Education (LIFE) is joined by more than 100 of the nation’s leading insurance companies and…

Special Needs Planning

August 19, 2013

George Shadie joins Real Wealth® this episode to give advice on how life insurance can fund a trust to take care of a family member’s needs…

Critical Illness is a Real Risk

June 17, 2013

The American Association for Critical Illness Insurance is the nation’s leading source for information on critical illness protection. Jesse Slome, Executive Director of the organization…

Mortgage Update

June 10, 2013

Joining us on Real Wealth® this episode is Brian Wickert, founder of Accunet Mortgage to share his insight on what’s going on with the mortgage market,…

Empowered Wealth and Family Legacies

April 1, 2013

Lee Brower, Founder of Empowered Wealth, LC and creator of the Empowered Wealth® System, has been featured in the best-selling book and movie The Secret….