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…

Buying vs. Leasing a Vehicle

March 31, 2014

Do your clients know the benefits and disadvantages of buying versus leasing a car? There are so many options, and if you don’t do your…

7 Deadly Sins of Investing

January 6, 2014

This episode, Real Wealth® welcomes Kathy Kristof, an award-winning financial journalist and columnist for Kipplinger’s Personal Finance and author of Investing 101. Kathy explains how…

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…

Financial Wellness

October 7, 2013

Many Americans today spend more years in retirement than they did working toward it. Joining us is Maura Albrecht, President of Financial Wellness for You,…

Financial Planning for People with Alzheimer’s

September 30, 2013

This episode Real Wealth® podcast continues the two part series to recognize World Alzheimer’s Month. This discussion focuses on the financial toll and consequences that Alzheimer’s disease…

Achieve Financial Freedom

July 1, 2013

Are your clients concerned about achieving financial freedom? Are they aware of the new Taxpayer Relief Act and what impact it will have? This episode’s…

Good Debt vs. Bad Debt

June 24, 2013

Can you really take on debt and make more money? Grant Cardone, Founder and CEO of three multi-million dollar companies, news contributor, author, star and…

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,…

The Templeton Touch

April 29, 2013

As a pioneer in both financial investments and spiritual endeavors, the late Sir John Templeton spent a lifetime encouraging open-mindedness. He was one of the…

Save Wisely, Send Happily

April 22, 2013

Best-selling author, financial literacy expert, and CPA Sharon Lechter brings together the insight, tools, and strategies from 125 CPA’s across the country in her new…