The Forgotten Asset Class

December 21, 2015

Is real estate the forgotten asset class? Here to discuss the value in real estate is Ryan Parson, Chief Investment Officer at Heritage Capital USA,…

Position Yourself for Financial Success

September 21, 2015

Joining us is Van Mueller, Main Platform Professional Speaker, MDRT Member, 21+ Year Top of the Table Qualifier and 40+ year industry veteran. With market…

Your Biggest Purchase – What You Need to Know

August 17, 2015

Buying 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…

Preserve Your Choice in Retirement & Savings Advice

July 16, 2015

A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client,…

Advice for Widows

April 27, 2015

According 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…

Crossing the Bridge to Retirement

January 5, 2015

This episode’s guest is Greg Gagne, who Jim met at the NAIFA National Conference in San Diego in September. Greg spoke on the main stage,…

Mistakes Consumers Make

December 29, 2014

This 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…

Annuities 101: Using Annuities as a Distribution Tool

August 11, 2014

Retirement expert Tim Kiesling joins us on Real Wealth® again to continue our talk on the good, the bad and the ugly of annuities. Last…

Annuities 101: Using Annuities as an Accumulation Tool

August 4, 2014

Whether good or bad, everyone seems to have a strong opinion about annuities. We’ve invited Tim Kiesling to talk with us about the pros and…

Advantages of Dividend Paying Stocks

July 28, 2014

When all we hear on the news is negativity, it can be a tough decision for investors to take advantage of the low interest rates…

Successful Investing Principles

July 7, 2014

Don Connelly joins Real Wealth® to talk about the market and why your clients shouldn’t be on the side lines just because they’re too nervous…

Consumer Sentiment

June 23, 2014

It’s often said ‘how goes the consumer, goes the economy.’ This week, Real Wealth® welcomes back Britt Beemer, Chairman, CEO and Founder of America’s Research…