Real Wealth Radio

1/30/23 - On today's podcast

BUILDING A FINANCIAL FOUNDATION

Join us to listen in on Financial Professional Chris Kirkpatrick’s view on the basics of starting a financial approach. His passion for helping others to live their best lives threads throughout this episode as he discusses what you might be able to do to preserve what’s most important to you.

1/23/23 - On today's podcast

IMPACT OF FAMILY

This episode features a heartwarming story about a long relationship between client and financial professional. The two financial professionals that worked with this client, Jim Silbernagel and Dave Talbot, offer their firsthand point of view on what financial confidence they feel they were able to help bring to that family.

1/16/23 - On today's podcast

THE VALUE OF LIFE

Our guest Dave Buckwald shares a harrowing tale of his experience with what came after 9/11 and how it reshaped his views on finances, strategizing, and the value of a life. His passion comes not from a sales mindset, but from a human mindset. Listen in to hear more about his beliefs on the importance of life insurance.

1/9/23 - On today's podcast

THE WEALTH OF HEALTH

When you’re crafting a financial strategy, what do you factor into it? This episode’s guest Dr. Bob Pokorski has an inkling that health might be a good element to include, no matter your state of health. This show is for everyone!

12/26/22 - On today's podcast

RETIRING YOUR WAY

Retirement isn’t one size fits all. Your pre-retirement life is unique to your experiences, desires, and overall self, so why should that stop just because you’re retiring? When planning out your retirement, there are so many paths to take! This program with Kerry Hannon explores some of these options.

12/19/22 - On today's podcast

LTC SOLUTIONS

If you’re considering crafting a long-term care strategy, you might be wondering… where do I start? What if things go wrong? The core focus of this episode is learning about what problems might come up, as well as how to solve them, so that you may be able to feel confident with your strategy in place.

12/12/22 - On today's podcast

THE FUTURE OF RETIREMENT

Where is retirement going, and what are we meant to do about those changes? This topic is especially important with inflation hikes, and that’s why we’d like to help you out with this episode. Not only does our guest Gerry Linarducci talk about what’s coming up next, but also what you can do to prepare.

12/5/22 - On today's podcast

HOLISTIC FINANCING

When thinking of your financial strategy, what is it you’re planning for? Why not plan for not only your future, but your family’s future as well? This episode with Eszylfie Taylor is all about melding different parts of your life to create the most holistic approach to finances.

11/28/22 - On today's podcast

COVERING YOUR ASSETS

Why financially prepare and cover for just “a possibility?" For many, it’s an inevitability. When unforeseen events cause property damage, many can’t make up for their losses. These events can be particularly difficult when it comes to your home or other important belongings. That’s where property and casualty insurance comes in! We’ve brought on Zary Lete to discuss the importance of it and what you can do to get started.

11/21/22 - On today's podcast

CREATING JOY IN LIFE

Are you unhappy in your work? We’ve all been there at one point or another. Gathering the motivation to do your best at a job that doesn’t make you happy can feel unachievable. However, that’s why we brought along Oshana Himot to record this episode. She discusses her methods on how having good communication in a company’s culture can create joy other areas of your life as well!

11/14/22 - On today's podcast

CHECKLIST FOR ENTREPRENEURS

When you’re building a business, so little of the resources available talk about the details of financial planning. How are you meant to know what opportunities to take, or even what opportunities are available? That’s why we were so glad to record this episode with Sean Mullaney, Entrepreneur and Author. He sat down with us to talk about the Solo 401(k) and the potential benefits it may offer you, your business, and employees!

11/7/22 - On today's podcast

FORGET ME NOT

Everyone has had a case of forgetfulness every once in a while, but as you age and that forgetfulness becomes more frequent, it can pose a very serious threat to your financial wellbeing. Join us this episode as we meet with Dr. Bob Pokorski to talk about how you can cope with and even possibly slow down cognitive decline in your later years.

10/31/22 - On today's podcast

A CASHLESS WORLD

Have you ever bought anything with the swipe of your phone or the click of a button? Spending money no longer requires carrying physical cash, but is that training your brain to spend more money? Tune into this episode to hear how Financial Professional Daniel Rondberg is teaching his young daughters about money (the lesson applies to every age!)

10/24/22 - On today's podcast

HOW TO NAVIGATE DIVORCE

No one aims for divorce, so when we find ourselves in this space, it can feel overwhelming. Navigating not only the emotions that come with it, but the legal and financial issues as well is a lot to put on the plate of a person. In this episode, Karen Sparks, a professional specializing in divorce cases, shares with us her best tips for getting through these difficult times.

10/17/22 - On today's podcast

WHERE IS YOUR MONEY GOING?

Close your eyes and picture the big thing you’re saving up for. Now ask yourself, how hard has it been to finance this? This week, we brought on Author and Financial Professional Caleb Guilliams, who is ready to help you save for that item without pinching your wallet.

10/10/22 - On today's podcast

PINT SIZED MIRACLES: THE NICU JOURNEY

The NICU journey isn’t something any family expects or wants to be in, and parents may feel scared and alone. Paul and Martha Sharkey experienced a double preemie birth 10 years ago and realized the financial and emotional care gap that exists for parents during this journey. This episode, we invited them on to talk about their non-profit they started that can help you or your loved ones during this difficult time.

10/03/22 - On today's podcast

WHO WE LEAVE BEHIND

Green Beret Scott Mann has lived a heroic life with his 23 years in the military, and now retired, his efforts haven’t stopped. In this episode, Scott discusses his work with a non-profit, his continued support for the military community, and spreads his own stories from Afghanistan on trust, leadership, and teamwork. If you ever feel like you’re losing grip on those traits, this episode is for you.

09/26/22 - On today's podcast

THE PYRAMID OF RISK

If you’re not actively participating in the current market, it can be difficult to understand all the risks and volatility that can threaten your investment portfolio. This week, Dave Alison joins the program to talk about the pyramid of risk. Learn what the pyramid is, and how you can mitigate the risks within it in this week’s show!

09/19/22 - On today's podcast

TIPS FOR ECONOMIC WINS

In a world with constant information at our fingertips, the economic market can feel like it’s falling apart by the hour. Is this truly the case? This week, investment strategists Mark Eibel and Ryan Dooyema offer their insight on the current state of inflation in the market, where the market may be heading, and the importance of sticking to your plans even when the market falls.

09/12/22 - On today's podcast

TAX STRATEGIES FOR ROTH CONVERSIONS

With Roth conversions potentially being eradicated in the next several years, it’s critical for you to do an analysis with your financial professional on whether a Roth is right for your situation. Join Financial Professional Jim Silbernagel as he discusses the tax strategies you can use to help you convert to a Roth IRA.

09/05/22 - On today's podcast

DOING THE MOST WITH YOUR DISABILITY INSURANCE

"It would never happen to me” is a common phrase that people often believe when the subject of disability insurance comes up. Not only that, but some people often feel that the coverage they get through work is adequate for if they ever became hurt or disabled. This week, third generation Disability Insurance Professional, Maxwell Schmitz discusses how you can be doing the most with your disability insurance.

08/29/22 - On today's podcast

WHY THE WEALTHY BUY LIFE INSURANCE

Some people get caught up in the idea that life insurance is only for the middle and lower class, and that the upper class can afford to coast through life without the proper coverage. Life Insurance Professional Howard Sharfman debunks this idea and shows how life insurance is beneficial for all income levels!

08/22/22 - On today's podcast

FIRST PLAYCHECK PLANNING

As a young individual entering the workforce, you may find yourself overcome with the urge to spend after you receive your first paycheck. This week, Finance and Investment Professional Tracey Devonport discusses how navigate financial planning as a young adult as well as what circumstances require a meeting with your financial professional.

08/15/22 - On today's podcast

UNSCATTER THE CHATTER

Business owners may be familiar with the Entrepreneurial Operating System (EOS) to help effectively manage their business; however, even if you aren’t in the business space there are other resources available for you to use to live a more productive, organized, and happy life! Author and Coach Bob Shenefelt is on this week to discuss his iMatter program, and how you can change your life for the better by following a few simple philosophies!

08/08/22 - On today's podcast

ROWING IS HALF THE BATTLE

Would you be able to set a world record for the fastest rowing time across the Atlantic Ocean without a plan? Well, current record holder Kevin Gaskell didn’t either. This week, Kevin shares how having a detailed plan helped him (and how it can help you, too!)

08/01/22 - On today's podcast

MANEUVERING MEDICARE

Are you planning on retiring soon? Do you know what kind of Medicare coverage you are eligible for? This week’s guest Laura Schimberg is an Elder Benefit Specialist, and she’s here to help you understand what kind of benefits you’re eligible for and how to make sure you get what you have available to you.

07/25/22 - On today's podcast

AFTER THE BIG LEAGUE

Pro-athletes and average Joe’s alike – we all have to plan for retirement. In this week’s episode, Super Bowl Champion Ken Ruettgers talks about his non-profit Gamesover.org and how he helps former pro-athletes prepare for retirement. Tune in to hear the importance of not waiting until retirement hits to plan,
because it can sometimes come unexpectedly.

07/18/22 - On today's podcast

THE TRANSITION INTO RETIREMENT

Retirement doesn’t look the same from person to person, but there are several consistencies that can be found for any retiree. Join us this week as Former Insurance Professional, Marv Feldman, talks about his experience retiring after running a successful business, and also how you can improve your retirement plans.

07/11/22 - On today's podcast

WHO WANTS TO BE A MILLIONAIRE

Everyone WANTS to be a millionaire, but it seems like such an unreachable goal that many people fail to make the effort. This week, Retirement Specialist and Best-Selling Author Tom Hegna shows us just how easy it can be to become the next millionaire!

07/04/22 - On today's podcast

FIND YOUR BASELINE

Are you having a tough time staying in control of the money you spend monthly? Liz Frugalwoods gives her story on how she saves money and why it is so important to budget right. She will be giving you advice on how to make better choices, and why you should track your expenses.

06/27/22 - On today's podcast

NAVIGATING YOUR JOURNEY WITH SOCIAL SECURITY

Do you ever feel overwhelmed by social security? There are so many ever-changing rules that it’s hard to know what to apply for, or what you’re eligible for. Tune in as Laurence Kotlikoff, Author and Economics Professor, teaches us what questions to ask to get what’s yours!

06/20/22 - On today's podcast

SINGLE LIVING

It's a common stereotype that only married people buy houses, but a house can be for any walk of life. Many unmarried couples go in on a house together, as well as many single individuals – and there’s a different checklist to consider for each situation. Tune in as Tax Attorney Rebecca Walser talks about some of the different things you may want to consider before making the biggest purchase of your life!

06/13/22 - On today's podcast

BEWARE OF THE FAIRYTALE RETIREMENT

All too often, people fall for the “fairytale retirement” trick. However, without the proper planning, your dream retirement will be just as mythical as those fairytales. Join us as we sit down with Dr. Bob Pokorski to discuss how factors like inflation, longevity, and life events can have serious consequences on your retirement if you don’t plan ahead!

06/06/22 - On today's podcast

FIRST PAYCHECK PLANNING

As a young individual entering the workforce, you may find yourself overcome with the urge to spend after you receive your first paycheck. This month, Finance and Investment Professional Tracey Devonport discusses how to navigate financial planning as a young adult as well as what circumstances require a meeting with your financial professional.

05/30/22 - On today's podcast

THE ART OF COMMUNICATION

Whether you’ve been meeting with a financial professional for decades, or haven’t even gotten started, this week’s episode is for you! Tune in as Robin Edgar breaks down how to have a successful relationship with your financial professional through effective communication, teamwork, and asking those important questions.

05/23/22 - On today's podcast

BOUNCE BACK

A loving husband, a beautiful daughter, a growing and successful career. Jane Blaufus had the perfect life until, out of the blue, everything changed. Tune in to learn how, following the tragic death of her husband, Jane was able to bounce back and regain control of her life and her happiness.

05/17/22- On today's podcast

FLIPPING THE RETIREMENT SWITCH

Once you reach retirement, it can be difficult to flip the switch from saving mode to spending mode, but hopefully this week’s show with Author Gary Sirak will show you how with the proper budgeting and planning in place, you can enjoy retirement stress-free and financially secure!

05/09/22 - On today's podcast

SPECIAL PLANNING FOR SPECIAL NEEDS

Even Stephanie Thompson, a Financial Professional, admitted that her initial focus was on her son’s comfort and well-being during his diagnosis rather than the family finances. Listen to hear how Stephanie and her family didn’t let their son’s medical needs break their bank and learn how you don’t have to either!

05/02/22 - On today's podcast

THE HIGH PRICE OF MONEY SHAME

If you ever feel shame around money, you’re not alone. In fact, many people feel a shame surrounding their finances, whether it’s the way they spend it, the way they got it, how little or much they have, or something else. This episode, we invited Certified Money Coach Tammy Lally on to help us break the cycle and be confident in our finances!

04/25/22 - On today's podcast

DREAMCATCHERS: MAKING DREAMS COME TRUE

You’re probably familiar with the Make a Wish Foundation, but have you ever heard of DreamCatchers? This week’s powerful episode features the Founder of Dreamcatchers, Caitlin Crommett, who discusses how her organization grants the dreams of elderly patients in hospice. Tune in as Caitlin discusses the lasting impacts of her organization as well as offering advice on how you can get involved!

04/18/22 - On today's podcast

THE DO'S AND DON'TS OF LONG-TERM CARE

For the average Joe, the concept of long-term care can be a challenging one to grasp, especially in terms of planning for the possibility of long-term care. In this week’s show, Dr. Bob Pokorski crunches the numbers of long-term care and provides important information on what to do and not do when planning for your later years.

04/11/22 - On today's podcast

WHAT WILL YOU LEAVE BEHIND

Many people want to leave their money, house, car, or other assets to their children or family members after they pass, but if you fail to properly plan, those decisions may be left to the fate of your state. Attorney Al Spiegel is on to show us what can go wrong if you don’t plan ahead

04/04/22 - On today's podcast

GOING GLOBAL

As the world continues to evolve, living abroad is becoming easier and more prevalent, but financial laws and protection continue to vary from country to country. Tune into this episode with Trainer Stephen Kagawa to make sure your financial goals aren’t compromised by a move!

03/28/22 - On today's podcast

THE SCIENCE OF FIRST IMPRESSIONS

Social media is sometimes seen as a distraction but sometimes we take for granted how useful platforms like LinkedIn and Facebook can be in creating work relationships! Tune in as Author and World-Renowned Speaker Kevin Knebl discusses how to build your social media profile so that you can make the ultimate first impression!

03/21/22 - On today's podcast

HAPPY TRAVELS

After what’s seemed like ages, travel is finally starting to pick back up as the Covid-19 pandemic continues to subside. If you’re ready to get back into the travel game, be sure to tune in as Travel Expert Scott Lopas joins in to talk about how to budget for your dream vacation even if you’re in retirement!

03/14/22 - On today's podcast

MONEY MAGIC

From college, to marriage, to retirement, there’s hardly a moment in life that doesn’t involve financial planning. In this week’s episode, Dr. Laurence Kotlikoff talks about his new book and provides advice to people of all ages on how purposeful spending and good saving habits can set you up for future financial success!

03/07/22 - On today's podcast

CHECK UP FROM THE NECK UP

There's a lot of pressure on teens today, arguably more so than there was for the previous generation, and it’s causing social issues, stress, and depression. Coach and Mentor Jennifer Powers is here to tell you how you can change your life with a little “f.”

02/28/22 - On today's podcast

THE TRUTH ABOUT SAVING FOR RETIREMENT

Why should you put money away for retirement now when you have current bills, mortgages, and expenses to pay, and how do you do it? This week, Author and Financial Professional Tony Filippone is here to give you the ins and outs of retirement planning and the key to success when doing so!

02/21/22 - On today's podcast

THE FUTURE OF FINANCIAL SERVICES

If you’re not in the financial industry, it can be difficult to keep up with changing norms and practices, especially as we come out of the Covid-19 pandemic. Financial Professional and Author Joe Jordan is on this week to help you improve your relationship with your financial professional as well as navigate things like retirement during these changing conditions.

02/14/22 - On today's podcast

KEEPING THINGS CURRENT

When's the last time you met with your financial professional to go over your financial plan? This week, Insurance and Financial Professional Van Mueller discusses possible financial trends that we may see in the new year. Check out the show and make sure you meet with your financial professional to update your plan!