Don’t Become a Financial Burden to Your Children

November 1, 2015

No 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, 2015

Joining 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, 2015

An 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, 2015

A 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, 2015

A 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, 2015

Many 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, 2015

Home 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, 2015

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…

MAXIMIZING Social Security

June 8, 2015

Joining 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, 2015

According 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, 2015

According 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®…

Advice for Widows

April 27, 2015

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…