Real Wealth Radio

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!

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!

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!

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.

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.

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.

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!

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!

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!

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!

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.

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