The Ultimate Life
March 3, 2014Real Wealth® welcomes back Jim Stovall, author of the books and feature films The Ultimate Gift and The Ultimate Life. Both the stories he tells…
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…
Biggest Issues Facing People Today
February 10, 2014Joe Jordan, behavioral finance expert and author of the award-winning book Living a Life of Significance, joins Real Wealth® this episode to share his perspective on…
Consumer Spending
February 3, 2014This episode, Real Wealth® welcomes Britt Beemer, a nationally recognized consumer and research trends expert, chairman, CEO and founder of America’s Research Group, and Senior…
Consistent Characteristics of Greatness
January 20, 2014Joining Real Wealth® this episode is Don Yaeger, an award-winning keynote speaker, business leadership coach, seven-time New York Time’s bestselling author, and long-time Associate Editor for…
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…
Starting a New Career in Midlife
December 23, 2013Sandra Block, Senior Associate Editor of Kipplinger’s Personal Finance, joins Real Wealth® this episode to share with us her 20 years of experience covering personal financial challenges….
Charitable Giving 101
December 16, 2013This 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…
The Family Money Talk
December 9, 2013One of the most effective meetings you can have with your clients is a family meeting to discuss their retirement and estate planning with their…
Life Events that Generate Insurance Reviews
December 2, 2013Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…
Life Events that Generate Insurance Reviews
December 1, 2013Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…
Choosing Survivorship Benefits
November 25, 2013Many 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…