One of the biggest considerations for clients in retirement planning is long-term care. Helping us explore the benefits and options for insurance in this arena is Jesse…

Why do our clients put off preparing and transitioning to retirement? What drives people’s most important financial decisions? Joining us is Steve Luckenbach, financial professional…

This episode, we are talking about a special market for advisors: millennials. Currently between the ages of 18 and 35, these clients are often very tech-savvy…

When planning for the financial future, one of the biggest components is income. Joining Real Wealth® is Tom Sinsky, Job Placement Coordinator for South Coast…

We are living longer than ever before, but will our money be able to keep up with us? Joining us this episode is Gerontologist and Longevity…

Why do the Vanderbilt’s continue to pass on their wealth from generation to generation, yet the Rothschild’s went broke? The key is family communication, and…

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…

Wealth Psychology Expert Kathleen Burns Kingsbury joins us to share her expertise on working with women and couples as an advisor. Real Wealth® Host, Jim…

Dr. John Gilliam joins Real Wealth® again to talk about career opportunities in the financial services industry. As 10,000 baby boomers retire every day, the…

This episode’s guest is Don Chamberlin, the third generation of his family’s fortune, which was the 140th largest company in the world when he was in…

We have a unique guest this episode, who Jim met at Soaring for Success, a Speaker Series put on by the Experimental Aircraft Association (EAA)….

This episode’s guest is Roger Sweaney, who Jim met at the NAIFA National Annual Convention in September. Roger has been dubbed a ‘medical miracle,’ surviving…