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…
7 Steps to Better Credit
November 11, 2013This episode, Real Wealth® welcomes credit specialist Chuck Harris to discuss seven steps to improve credit. Your clients may not fully understand what their credit…
Long Term Care: One of the Greatest Risks We Face
November 4, 2013This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…
Long Term Care: One of the Greatest Risks We Face
November 1, 2013This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…
Saving for College
October 28, 2013America’s student loan debt is quickly approaching $1 trillion. Joining us is Roger Michaud, Chairman Emeritus of the College Savings Foundation, a leading nonprofit helping…
Charitable Remainer Trusts
October 14, 2013Many people feel that tax rates are remaining the same, but there are many areas where taxes have actually gone up, and sometimes quite substantially….
Planning for the Unexpected-Early Detection of Alzheimer’s
September 23, 2013In honor of World Alzheimer’s Month, “Planning for the Unexpected-Early Detection of Alzheimer’s” is the topic for this episode’s Real Wealth® podcast. According to the…
Special Needs Planning
August 19, 2013George 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…
Save the Children
August 12, 2013Real Wealth® Weekly invites guest Cokie Roberts, a political commentator for ABC News and Senior News Analyst for National Public Radio. Cokie will be sharing…
Extreme Thought Makeover
August 5, 2013Real Wealth® Weekly’s guest, Dr. Rick Schaefer, M.D. is the author of the book Extreme Thought Makeover…37 Days to Maximum Life! Dr. Rick has assembled…
Surprising Factors That Can Raise Your Insurance Premiums
August 1, 2013Kim Lankford, editor for Kiplinger’s Personal Finance Magazine and columnist for Kiplinger.com joins Real Wealth® to discuss some of the surprising factors that can raise your…
Main Street Philanthropy
July 29, 2013Scott Farnsworth, co-founder of Main Street Philanthropy, joins us this episode to share his mission of inspiring future generations to become passionate philanthropists. Small teams…