Real Wealth® Weekly


Hedging Strategies with Whole Life

May 19, 2014

Back by popular demand, we have John Wheeler on this week to talk about hedging and leveraging strategies that he uses with his own clients….

Helping Small Businesses

May 12, 2014

Real Wealth® gets the inside scoop on SCORE from David Maaske, Certified Mentor and Chapter Chair of Southeast Wisconsin. SCORE is a nonprofit organization driven…

Disability Income

May 5, 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…

The Impact of Chronic Illness

April 28, 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…

Communication in America

April 21, 2014

What is the difference between the Vanderbilts and the Rothschilds? Family communication! Real Wealth® welcomes Jeff Lanza, author of Pistols to Press: Lessons on Communication from…

FAQs about Home and Auto Insurance

April 14, 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…

Career and Educational Opportunities in the Financial Industry

April 7, 2014

Real Wealth® welcomes Dr. John Gilliam, a professor at Texas Tech with over 30 years of experience as a financial and estate planner, manager and…

Buying vs. Leasing a Vehicle

March 31, 2014

Do your clients know the benefits and disadvantages of buying versus leasing a car? There are so many options, and if you don’t do your…

Facing an Uncertain Future

March 24, 2014

The uncertainty of the market has people asking questions and worrying about their financial futures. Real Wealth® welcomes Van Mueller, 21-year Top of the Table qualifier…

The Power of Zero

March 17, 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…

Managing Your Finances Through Each Stage of Life

March 10, 2014

The topic of financial management can be overwhelming for our clients, so this episode, we invited Bill Hardekopf to join us at Real Wealth®. Bill is…

The Ultimate Life

March 3, 2014

Real Wealth® welcomes back Jim Stovall, author of the books and feature films The Ultimate Gift and The Ultimate Life. Both the stories he tells…