Real Wealth® Monthly


First paycheck planning

June 1, 2022

Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…

The do’s and don’ts of long-term care

May 1, 2022

With so many do’s and don’ts when it comes to long-term care, it can be difficult for your clients to navigate what steps they need…

The immigrant experience

April 1, 2022

While the majority of your clients may likely be natural-born US citizens, there are many hundreds of thousands of immigrants who have come to this…

What is your why

March 1, 2022

Your clients may find it difficult to find a purpose when saving for retirement. As their financial professional, it’s up to you to be a…

Dignity protection

February 1, 2022

As a financial professional, you likely have a better understanding that the “worst case scenario” sadly happens more often than the general public would think….

Battle of the sexes: financial equality

January 1, 2022

Typically, your male clients are more eager to speak out and join the financial conversation than your female clients. Show them you care about their…

The high price of money shame

December 1, 2021

Money is a taboo topic because many people feel a great deal of “money shame,” which can prevent them from being open about their finances…

A lesson in leadership

November 1, 2021

As we emerge from the Covid-19 pandemic, you may find yourself struggling to reengage in your client relationships that were lost over those months spent…

Think before you click

October 1, 2021

If we’ve learned anything from the Covid-19 pandemic, it’s that most of our everyday activities can be done online! Unfortunately, this surge in internet usage…

Life insurance is for the living

September 1, 2021

Most people think that life insurance is for use in the event of a tragedy, but this episode with 23-year old Entrepreneur and Author, Caleb…

Top 10 times to check your insurance

August 1, 2021

If you’re an insurance professional, it can be difficult to explain to your clients when they should come to you with questions or concerns regarding…

Pay Yourself First

July 1, 2021

Going through this pandemic through an Advisor’s point of view offers a unique perspective, and unfortunately, you’ve probably seen that many of your clients were…