Managing Your Finances Through Each Stage of Life
March 10, 2014The topic of financial management can be overwhelming for our clients, so this episode, we invited Bill Hardekopf to join us at Real Wealth®. Bill is…
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…
The Most Overlooked Tax Deductions
January 13, 2014It’s that time of year that your clients are beginning to gather the information they need to file their tax returns. This episode, Real Wealth®…
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…
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…
Financial Wellness
October 7, 2013Many Americans today spend more years in retirement than they did working toward it. Joining us is Maura Albrecht, President of Financial Wellness for You,…
Financial Planning for People with Alzheimer’s
September 30, 2013This episode Real Wealth® podcast continues the two part series to recognize World Alzheimer’s Month. This discussion focuses on the financial toll and consequences that Alzheimer’s disease…
Protect Your Paycheck with Disability Insurance
July 8, 2013Our guest this episode is Corey Anderson, a disability event consultant with Secura Consultants. Corey’s focus is helping advisors and their clients review and implement disability…
Critical Illness is a Real Risk
June 17, 2013The American Association for Critical Illness Insurance is the nation’s leading source for information on critical illness protection. Jesse Slome, Executive Director of the organization…
Financial 101 for College Kids from a College Kid
June 3, 2013Scott Gamm, a junior at New York University’s School of Business joins Real Wealth®this episode to discuss his new book More Money, Please: The Financial…
Save Wisely, Send Happily
April 22, 2013Best-selling author, financial literacy expert, and CPA Sharon Lechter brings together the insight, tools, and strategies from 125 CPA’s across the country in her new…