Do You Have a Plan for Aging Well?
November 2, 2015One 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…
Don’t Become a Financial Burden to Your Children
November 1, 2015No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…
Position Yourself for Financial Success
September 21, 2015Joining us is Van Mueller, Main Platform Professional Speaker, MDRT Member, 21+ Year Top of the Table Qualifier and 40+ year industry veteran. With market…
Make the Most of Your Retirement Savings
August 24, 2015An advisor himself, Real Wealth® Host Jim Silbernagel has noticed many clients don’t understand how their retirement plan works, whether it’s a 401(k), 403(b), IRA,…
Preserve Your Choice in Retirement & Savings Advice
July 20, 2015A 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,…
Preserve Your Choice in Retirement & Savings Advice
July 16, 2015A 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,…
Traveling During Retirement
July 13, 2015Many financial advisors focus on “nuts and bolts” of retirement planning for clients… what about planning a budget for fun? Group travel can be a safe…
There’s No Place Like Home
June 29, 2015Home accessibility and the financial aspect of Long Term Care planning often go hand in hand, and are timely topics, as 10,000 new baby boomers…
The New Retirement Paradigm
June 15, 2015We 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…
MAXIMIZING Social Security
June 8, 2015Joining Real Wealth® is Robin Mueller, who has traveled around the country teaching insurance agents and speaking to the general public about Social Security. He…
Managing & Reducing Your Biggest Expense
June 1, 2015According to our guest expert, if you are self-employed, you are 700% more likely to get audited! We invited Sandy Botkin, CPA on Real Wealth®…
Managing & Reducing Your Biggest Expense
May 4, 2015According to our guest expert, if you are self-employed, you are 700% more likely to get audited! We invited Sandy Botkin, CPA on Real Wealth®…