Real Wealth Radio

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Check Out Our Latest Episode

DO YOU HAVE A CHECKBOX MENTALITY?

  • The struggles with long-term care in the United States, and whether you may be affected.
  • How grief heightens temperament and what this may mean for you if you don’t have a plan for your disability needs.
  • How having a plan isn’t enough.

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AVOID THESE RETIREMENT MISTAKES

  • What many retirees want.
  • Common mistakes many retirees make and how it may negatively affect their retirement.
  • Best practices when planning for your retirement.

TOP 10 STEPS FOR THE NEW YEAR

  • Pitfalls people may fall into financially when the New Year arrives.
  • Actionable steps to financially prepare for the next year.
  • Where to find resources for implementing these ideas.

FROM PANIC TO PREPARED

  • How to get your financial documentation emergency-ready.
  • The importance of including digital assets in documentation.
  • What tools may help you assess and organize your finances.

WHEN TO START PLANNING

  • The time value of money: how money is impacted over time.
  • The time value of success: how success impacts finances.
  • The time value of issues: what issues arise from success or the lack thereof.

REALIZING YOUR DREAMS

  • The “rags to riches” story of Tom’s life and how it impacted his feelings on the meaning of wealth.
  • His point of view on the best way to handle wealth.
  • What Tom believes most contributed to his success.

BUILDING A FINANCIAL FOUNDATION

  • How to build a financial foundation.
  • Why structure may be more important than chasing high rates of return.
  • Ideas on where to save your emergency fund money.

NO WINNERS IN LITIGATION

  • What’s happening with the Department of Labor and overtime rules?
  • New legislation may increase the number of people who qualify for overtime.
  • Important laws to know for both employers and employees.

MARKET PERSPECTIVES

Where may the market be headed? Are we being threatened by an imminent recession? Where are unemployment and inflation rates now? Tune in to this week’s episode to get the latest updates and to learn more!

WHO TIGHTENS THE PURSE STRINGS IN YOUR HOUSE?

Tune in to today’s episode featuring conversations all across the board, including: what long-term care covers, women changing the narrative of their place in financial conversations, and a swell of baby boomers coming and how this may impact society.

GRANT A WISH FOR THOSE IN HOSPICE

Join us for an inspiring episode with Caitlin Crommett, the founder of the DreamCatchers Foundation. Discover how this remarkable organization is granting heartfelt wishes for individuals in hospice care, embodying a mission similar to Make-A-Wish. Learn how this compassionate endeavor provides peace and comfort to those in their final days, ensuring smiles on the faces of our elderly loved ones.

THE VALUE OF LIFE

Listen to this week’s episode to learn about David Buckwald’s experience of the aftereffects of 9/11, how that has impacted his view on the importance of life insurance, and what the “right amount” of insurance might be for you.

IMPACT OF FAMILY

Listen to this week’s episode to learn what value a financial professional may bring to your financial confidence, a story of the impact a decade’s long financial relationship made on a client, and how this affected that client’s partner and children