Real Wealth® Monthly


Create your future

April 1, 2023

Dr. Bob Pokorski is a Physician who sees first-hand people who suffer from illnesses like Alzheimer’s Disease, cancer, strokes, or Parkinson’s and don’t have a…

Realizing your dreams

March 1, 2023

Successful Financial Salesman Tom Black tells the story of the long journey he took to get to where he is today. His experience within the…

The value of life monthly

February 1, 2023

When it comes to life insurance, many struggle to see what doesn’t exist in their current life. As financial professionals, you likely want to help…

LTC solutions

January 1, 2023

While we’ve talked about the importance of having a long-term care plan in the past, what is it that clients should be looking for? This…

Tax strategies for Roth conversions

December 1, 2022

With new tax laws and regulations being put in place on a seemingly everyday basis, it can be difficult for your clients to keep up…

Doing the most with your disability insurance

November 1, 2022

If you’re in the DI space, you know how easy it is for clients to become apathetic and take the “it can never happen to…

Why the wealthy buy life insurance

October 1, 2022

Many high net worth clients feel that they don’t need life insurance, and can simply rely on their wealth to stay financially afloat. This week,…

Financial tools for college planning

September 1, 2022

If you’ve got clients with kids about to go off to college this fall, you better share this month’s episode featuring Chair of the College…

Maneuvering Medicare

August 1, 2022

Navigating your way through Medicare plans can be a nightmare if you don’t know the ins and outs. This week, Elder Benefit Specialist Laura Schimberg…

DreamCatchers: Making dreams come true

July 1, 2022

You make such a big impact on your client’s lives, why not inspire them to pay it forward! This month’s show features Caitlin Crommett, the…

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…