Nothing explains the importance of a solid estate plan better than stories of those who didn’t quite get it right. On this episode of Real…

Do you work closely with a CPA to provide thorough financial advice? Our host Jim interviews his CPA Neil Narveson to show your clients how…

Our host Jim Silbernagel has been speaking around the country and training advisors on charitable planning strategies for the middle class that could get you…

Still having trouble convincing your clients how important and versatile Life Insurance can be? In preparation for Life Insurance Awareness Month we invited David McKnight, author of…

Still having trouble convincing your clients how important and versatile Life Insurance can be? In preparation for Life Insurance Awareness Month we invited David McKnight, author of…

Have you discussed business over lunch with a colleague or taken a client to the driving range? You probably know that those expenses are tax…

Have you discussed business over lunch with a colleague or taken a client to the driving range? You probably know that those expenses are tax…

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®…

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®…

This episode, our guest Larry Fortenberry discusses the significant tax changes with Obamacare, what your clients can compare on their tax returns from last year,…

Real Wealth® welcomes back Ed Slott, CPA, for “Part 2.” Ed lectures throughout the country, teaching advisors, attorneys and other CPAs awesome concepts to save…

Many Americans don’t realize how critical something as simple as a beneficiary designation may be, and what huge impact it could have on a surviving…