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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COVERING YOUR ASSETS

Tune into this episode to learn an easy-to-remember method on how to deal with property risk, learn about an umbrella that provides coverage even when it isn’t raining, and stories of Financial Professional, Zary Lee’s, insurance experiences that paint the importance of coverage.

COLLEGE COSTS ON THE RISE

Tune in to learn what people can do to work towards being better prepared for the costs of college, the effects inflation and rising college costs have on young teens saving for school, and new aspects of 529 plans.

THE LONG-TERM CARE MAZE AND HOW TO FIND THE RIGHT CARE FOR YOU

Listen to this week’s episode to learn about the different types of long-term care available, including home-based care, community-based care, and facility-based care. Get insights from specialists and real-life experiences on how to choose the right long-term care option for you or your loved one and discover tips on how to plan for your long-term care needs!

FINANCIAL STRATEGIZING FOR A DIVORCE

When it comes to divorce and finances learn: what to do and what not to do, what things you should be doing right away when filing for a divorce, and the next steps to take during this transition period.

ENSURE YOUR INSURABILITY

Tune into this episode to learn: reasons why some people buy life insurance, how life insurance may still be beneficial for young, single individuals, and aspects you might not have considered when picking out a life insurance policy.

WHAT IS LIVING DEATH INSURANCE?

Might you have a false sense of security? Tune in to learn what the “living death” insurance is, if it’s important, and the steps that can help you avoid putting your family at risk!

WOULD YOU PLAN A VACATION WITHOUT KNOWING THE DESTINATION?

Tune in to learn: the three P’s of retirement – and which is the most important, why retirement isn’t all about money, steps you can take to pursue a fulfilling retirement.

OPTIMISM BIAS AND WHY YOU SHOULD AVOID IT

Avoiding “optimism bias”! Listen to this week’s episode to learn: how Max’s mom needed disability insurance at an early age and how certain disability insurances may protect you, your family, and your employees.

WHERE IS THE UNITED STATES HEADED?

What might the future economy look like for the US? Will government spending ramp up inflation? Should we be skittish about tapping into the markets?

CAN YOU COUNT ON SOCIAL SECURITY?

What do you need to be prepared for when planning cash flow so that it will last as long as you do? Can people count on social security? The choices you have regarding when and how to take out Social Security!

ADDICTIONS DO NOT DISCRIMINATE

Addictions come in all shapes and sizes, and whether the addiction stemmed from a prescription drug or not, it can flip your finances upside-down and ruin the hard work you’ve put into your future. Most people wouldn’t think of turning to their Financial Professional for help, but we may be of help to you and your finances. Listen and share this episode with Financial Professional Cheryl Canzanella as she talks about her late husband’s prescription opioid addiction and how it turned their lives upside down.

INVESTING IN OUR YOUTH

If the lack of financial education in schools concerns you, you’re not alone. Many schools send young adults into the world without a proper, working education of finances and expect them to be able to juggle credit cards, school debt, and adult purchases like shelter, transportation, food, etc. Let’s help break that narrative!