Real Wealth® Monthly
The Impact of Chronic Illness
August 1, 2014No 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, 2014Home 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, 2014Real 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, 2014Real 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, 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…
10 Obamacare Predictions for 2014
March 1, 2014We’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, 2014Are 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, 2014This 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, 2013Real 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, 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…
Special Needs Trusts
October 1, 2013October 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, 2013Each 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…