More Information This Week's Show
Featured Guest

The Gift That Gives Back

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 them?  Start the holiday season right by joining our host Jim as he helps you navigate tax and estate planning tools you may not have known about.

Richard D. Loek
Investment Advisor Representative

How Insurance Really Works
Must Read

Recommended reading and resources.

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Next Week on Real Wealth®

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 savings tool you might not have considered!

Quote of the Week

“Act as if what you do makes a difference… IT DOES.”

– William James

Resources For You

Life Happens

A nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance.
Life Happens, so make sure to safeguard yourself and your loved ones.

TaxBot

Make tax savings easy!
Turn business expenses into deductions, track your mileage, digitally store your receipts, and keep more of your money.

Taxbot is usually $19.99/month.
Use this link to get a 50% discount!

Social Security:
Estimate Your Benefits


The Retirement Estimator gives estimates based on your actual Social Security earnings record.

Please keep in mind these are just estimates.

Savings Bond Calculator


Find out what your savings bonds are worth with this online calculator. The calculator will price Series EE, Series E, and Series I savings bonds, and Savings Notes. Features include current interest rate, next accrual date, final maturity date, and year-to-date interest earned.

National Endowment for
Financial Education


The leading private nonprofit 501(c)(3) national foundation dedicated to inspiring empowered financial decision-making for individuals and families through every stage of life.

American Association for
Medicare Supplemental Insurance

Learn about Medicare Supplement Insurance plans, information & costs. "Medigap" insurance is private health insurance designed to help pay health care costs that Medicare does not cover, such as co-payments, co-insurance and deductibles.

The Power Formula

Master the secrets of LinkedIn with this crash-course! Find the perfect prospects that lead to sales, connect with people who really matter, get leads to come to you, and uncover insider information about your prospects!

Use code "REALWEALTH" to save 25%.

American Association for
Critical Illness Insurance


The nation's leading source for information on critical illness protection. Get the facts. See what insurance costs. Request a free, no-obligation quote from the Association's designated experts.

College Savings Foundation

Achieve your education savings goals!
CSF is a not-for-profit organization with the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial services industry executives in support of education savings programs.

Share Save Spend


Learn the 'Share, Save, Spend' approach on developing and maintaining healthy money habits, and link your money decisions to your values.

The choices we make can change the world.

Saving For College


Your guide to saving for college.

Find objective information about Section 529 college savings plans, compare savings options, access tools & calculators and perform scholarship searches.

Social Security:
Manage Your Benefits

Keep track of your earnings and verify them every year, get an estimate of your future benefits if you're still working, get a letter with proof of your benefits if you currently receive them and manage your benefits.

American Association for
Long-Term Care Insurance

Compare Long Term Care costs, get the latest facts, compare quotes and get tax deduction information. The AALTCI's goal is to educate consumers and provide the most current and objective information to help you make smarter decisions.

INVESTMENT ADVISORY SERVICES OFFERED THROUGH ONESTA WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISER; COMMENTS REGARDING SAFE AND SECURE INVESTMENTS, AND GUARANTEED INCOME STREAMS REFER ONLY TO FIXED INSURANCE PRODUCTS. THEY DO NOT REFER, IN ANY WAY TO SECURITIES OR INVESTMENT ADVISORY PRODUCTS. INSURANCE AND ANNUITY PRODUCT GUARANTEES ARE SUBJECT TO THE CLAIMS-PAYING ABILITY OF THE ISSUING COMPANY, AND ARE NOT OFFERED BY ONESTA WEALTH MANAGEMENT; ED SLOTT’S ELITE IRA ADVISOR GROUP™ IS A PRIVATE IRA STUDY GROUP OF FINANCIAL ADVISORS WITH EXTENSIVE IRA EXPERIENCE. AS AN ACTIVE MEMBER OF THIS GROUP MEMBERS RECEIVE ON-GOING, SPECIALIZED TRAINING IN IRAS AND RETIREMENT INCOME PLANNING STRATEGIES, AND STAY CURRENT ON THE LATEST IRA DEVELOPMENTS. MEMBERSHIP IN THIS GROUP REQUIRES THAT MEMBERS ATTEND TWO TWO-DAY CONFERENCES EACH YEAR, AND PASS A SEMI-ANNUAL EXAM TO HELP ENSURE THAT MEMBERS ARE CURRENT ON THE LATEST IRA DEVELOPMENTS. NO SPECIFIC INDIVIDUAL ADVICE, BE IT LEGAL, TAX OR INVESTMENT IS GIVEN HERE. AS ALWAYS, CONSULT WITH YOUR CURRENT PROFESSIONAL TAX OR LEGAL ADVISOR. THIS WEB SITE IS TO BE USED SOLELY FOR EDUCATIONAL PURPOSES. AS AN INVESTMENT ADVISOR REPRESENTATIVE – WE DO OFFER ADVICE ON A CASE-BY-CASE BASIS AND WE ARE FEE BASED. CALIFORNIA INSURANCE LICENSE 0F34289