Podcast Frequency: Weekly

No Necktie Needed

Air date: Mar 06, 2017

NAIFA Past President Juli McNeely joins Real Wealth® to discuss her new book “No Necktie Needed.” In the book and on this episode, she discusses…

Tuition on Sale!

Air date: Feb 27, 2017

If you have clients with kids then you know how concerned they are for their kids’ education. They may even be saving or investing, but…

Top 10 Tech Tips to Stay Safe

February 20, 2017

While this podcast on cyber-security is a great episode to share with your clients & prospects, be sure to tune in yourself to get some…

Nest Eggs Beware!

February 13, 2017

If your clients and prospects still don’t grasp the emotional and financial toll chronic illness can take on their family and their funds, then share…

Alternative Investment Options

February 6, 2017

If you know anyone who is looking to diversify with Real Estate, then this is a great podcast to share! Ryan Parson, National Speaker on…

Big Changes Coming 2017: The Pros & Cons

January 30, 2017

Have you begun to communicate the impact of the DoL rules to your clients & prospects? Since it is a highly complex and political issue,…

5 Financial Misconceptions

January 23, 2017

Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…

10 Tax Tips for 2017

January 16, 2017

Do you work closely with a CPA to provide thorough financial advice? Our host Jim interviews his CPA Neil Narveson to show your clients how…

How to Plan for the “What Ifs” of Retirement

January 9, 2017

You probably talk endlessly about retirement risks because people just don’t like to face the “what ifs.” Share this episode so they hear it from…

Because I Said I Would

January 2, 2017

If you’re involved with MDRT or NAIFA, then you may have seen Alex Sheen speak on the main stage. Alex walked away from the security…