Real Wealth® Monthly


The Impact of Chronic Illness

August 1, 2014

No one wants to think that they might need long term or chronic illness care in the future, but the fact is, for people ages…

FAQs about Home and Auto Insurance

July 1, 2014

Home and auto insurance specialist Gretchen Hefner-Evans returns to Real Wealth® this episode. Gretchen goes over what most policies do or do not cover, and…

The Power of Zero

June 1, 2014

Real Wealth® welcomes David McKnight, speaker, retirement strategist and author of The Power of Zero: How to get to the Zero Percent Tax Bracket and…

Disability Income

May 1, 2014

Real Wealth® talks with Richard Lazarski, an advisor of over 40 years. His client, Frank Szatkowski, was diagnosed with ALS, also known as Lou Gehrig’s…

Biggest Issues Facing People Today

April 1, 2014

Joe 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…

10 Obamacare Predictions for 2014

March 1, 2014

We’re happy to welcome back Grace-Marie Turner on Real Wealth®. Grace-Marie is the President of the Galen Institute, a public policy research organization. She regularly…

Legacy Planning for a Surviving Spouse

February 1, 2014

Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…

Charitable Giving 101

January 1, 2014

This episode, Real Wealth® welcomes Alan Pratt, Certified Estate Planner, Charter Advisor in Philanthropy, past President of the International Association of Advisors in Philanthropy, and president…

Life Events that Generate Insurance Reviews

December 1, 2013

Real Wealth® welcomes back property and casualty expert Gretchen Evans to make your clients aware of events that call for an insurance review. Gretchen stresses…

Long Term Care: One of the Greatest Risks We Face

November 1, 2013

This episode, Real Wealth® welcomes Jesse Slome, the executive director of the American Association for Long Term Care Insurance, in honor of November being Long…

Special Needs Trusts

October 1, 2013

October is recognized as National Down Syndrome Awareness Month. Real Wealth® will be joined by special guest, Attorney John A. Stocking to discuss the importance…

Life Insurance Awareness Month

September 1, 2013

Each September, the nonprofit Life and Health Insurance Foundation for Education (LIFE) is joined by more than 100 of the nation’s leading insurance companies and…