Author Archive

Real Wealth Weekly: Properly designating an IRA beneficiary

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Kewaskum, WI – You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as Financial Consultant Denise Appleby shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or

Real Wealth Weekly: Howe to protect your digital reputation with Sam Richter

Kewaskum, WI – You probably do some online research or crowdsourcing when searching for a new mechanic, hairstylist, or other kind of service. So who is researching YOU? Nowadays, people such as employers, landlords, college admissions officers and other important decision makers are learning about you online in addition

Real Wealth Weekly: How to protect your digital reputation with Sam Richter

Kewaskum, WI – You probably do some online research or crowdsourcing when searching for a new mechanic, hairstylist, or other kind of service. So who is researching YOU? Nowadays, people such as employers, landlords, college admissions officers and other important decision makers are learning about you online in addition

Real Wealth Weekly: Meet financial advisor Juli McNeely – encouraging women to succeed in the financial industry

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March 6, 2017 – Kewaskum, WI – When you think of a financial advisor do you picture a man? Meet Juli McNeely, Financial Professional and former President of the National Association of Insurance and Financial Advisors. In her new book and on this episode “No Necktie Needed” she tells

Real Wealth Weekly: Learn how to get the best “deal” in paying for college

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March 1, 2017 – Kewaskum, WI – Don’t pay more than you have to for clothes, food, and… tuition? College is not only important and expensive, but it is also a business with marketing resources and “deals” to give out at its discretion. But how do you know if

Real Wealth Weekly: Top 10 tech tips to stay safe By Brad Otto

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Feb. 20, 2017 – Kewaskum, WI – When just one click of a button can make you a victim of cyber-crime, how do you stay safe in a world dominated by computers and technology? IT expert Brad Otto shares insider secrets on how to avoid cyber-crime so you can

Real Wealth Weekly: Alternative Investment Options with Ryan Parson, MBA, CFP, ChFC

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Have you considered exploring investment options outside of the norm? Tune in as Ryan Parson, National Speaker on Alternative Investing, explains some of the benefits of investing in Real Estate, and how you can find out if this option is right for you! Next Week on Real Wealth® Nest

Real Wealth Weekly: Seeking out advice on how to save for retirement with Dale Brown

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Jan. 30, 2017 – Kewaskum, WI – Big Changes Coming 2017: The Pros & Cons: Are you planning on retiring someday? The financial services industry is going through a massive overhaul via the Department of Labor. While this may not be front-page news for the average citizen, this has

Don’t Worry, Retire Happy! Symposium set for March 18. Sign up today.

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  Jan. 27, 2017 – Kewaskum, WI – Have you thought about how you’d like to retire?  Many of us love our jobs, but we want to live out our retirement fantasies.  The Don’t Worry, Retire Happy! Symposium is the event to attend!  It will be held at the

Real Wealth Weekly: 10 Tax Tips for 2017 with CPA Neil Narveson

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Kewaskum, WI – Are you dreading tax season or do you work with a CPA? Tune in as Neil Narveson, CPA, shares insider secrets to help create deductions, and explains that a whole team of financial professionals are all moving parts in the machine that is your financial plan.

Real Wealth Weekly: Finding Happiness in a Negative World by Todd Patkin

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Dec. 26, 2016 – Kewaskum, WI – Wouldn’t you think owning a multi-million dollar business, having a brand new car and losing those 10 pounds would make you happy? Ask Todd Patkin, who had it all, and then had a nervous breakdown. Tune in to hear Todd’s unique story

Real Wealth Weekly: Insurance Industry expert John Wheeler shares a secret financial savings tool

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Dec. 12, 2016 – Kewaskum, WI – Do You Have This Egg in your Financial Basket? Tuition has gone up more than 50% since 1999 and there’s no sign of it slowing down. Tune in as John Wheeler, 40+ year veteran in the Insurance Industry, shares one out-of-the box

Real Wealth Weekly: Season of giving – The gift that gives back By Jim Silbernagel

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  Dec. 8, 2016 – Kewaskum, WI – It’s the season of giving!  There are more than just personal and emotional benefits from charitable giving; there are tax benefits, too.  But how do you know if you’re getting the deductions you expect?  And if not, how do you create
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