Real Wealth® Monthly
Is Your House Really An Asset?
April 1, 2016“Rich Dad” Robert Kiyosaki joins Real Wealth® once again! Author of the Best Selling Personal Finance book “Rich Dad Poor Dad” and more recently “Second…
Are You Overpaying On Taxes?
March 1, 2016Have you discussed business over lunch with a colleague or taken a client to the driving range? You probably know that those expenses are tax…
Do Your Kids Overspend?
February 1, 2016Author and Physician Dr. John Whitcomb offers valuable advice on how parents can teach their children to save and spend responsibly, giving parents the freedom to focus…
January 31st Deadline Approaching: Obamacare Explained
January 1, 2016Your clients are stressed about health insurance! Costs are rising and the Affordable Care Act is changing constantly. Keep your clients in the loop with…
How Long Can You Live off Your Nest Egg?
December 1, 2015One of the biggest fears when facing retirement is the fear of outliving your money. Joining us is Alexandra Macqueen, advisor, university instructor, and co-author…
Don’t Become a Financial Burden to Your Children
November 1, 2015No one wants to end up in a nursing home, and a lot of our clients think that avoiding the Long Term Care conversation solves…
What’s Happening With Healthcare?
October 1, 2015The changing industry of healthcare brings a lot of uncertainty and stress to our clients. That’s why we’ve invited Health Insurance Consultant Terry Frett on Real Wealth®…
The Asset You Didn’t Know You Had
September 1, 2015If your clients get divorced, sell their business, or just no longer have a need for their life insurance policy, are they just letting their…
Prescription Drug Assistance
August 1, 2015Many of our clients are facing higher deductibles, especially with Obamacare. This episode, we welcome back Don Hansen to talk about a program that can…
Preserve Your Choice in Retirement & Savings Advice
July 16, 2015A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client,…
Learn from the Celebs! Estate Planning Do’s and Dont’s
July 1, 2015Legacy expert attorneys Danielle and Andy Mayoras, authors of Trial & Heirs: Famous Fortune Fights, join Real Wealth® with more celebrity estate planning stories. They…
Managing & Reducing Your Biggest Expense
June 1, 2015According 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®…