Archive for May 2018

What are the top retirement challenges? Part 2

This weeks question came in from James in Madison, WI What are the top retirement challenges? Part 2 Learn the answer below 3 different ways. 1.Listen to the Podcast The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI – Listen to the Podcast here!!! ————————————- 2. Listen to the Radio Clip…

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What are the top retirement challenges?

This weeks question came in from James in Madison, WI What are the top retirement challenges?  Learn the answer below 3 different ways. 1.Listen to the Podcast The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI – Listen to the Podcast here!!! ————————————- 2. Listen to the Radio Clip The Weekly…

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Video on the Danger of the 60/40 Allocation!!!

___________________________________________________________________________ Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and Beverly Bertram are authors of the book, Creating You DREAM…

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What is a FIA Asset?

FIA is the acronym for Fixed Indexed Annuity… which, if structured properly, can help… Control market risk… Mitigate longevity risk… and outperform bonds over time. Recent innovations in annuity product design… combined with an increasingly competitive marketplace have given individuals preparing for or in retirement powerful AND more affordable tools!!! Not only to mitigate retirement…

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I heard annuities are expensive, what are the fees in an annuity?

This weeks question came in from Jerry in Cuba City, WI I heard annuities are expensive, what are the fees in an annuity?  Learn the answer below 3 different ways. 1.Listen to the Podcast The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI – Listen to the Podcast here!!! ————————————- 2.…

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Why 60/40 Portfolios are Downright Dangerous Today!!!

During the short nine days of trading from late Jan – Feb 8th, the S&P 500 FELL… like a skydiver leaping out of a plane… FAST DOWN In a classic flight-to-quality response, investors PULLED parachutes, Stocking Billions into the LARGEST ETFs tracking a widely watched Bloomberg Barclays U.S… What if… When Skydiving… Your Parachute fails…

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If the traditional 60/40 allocation is not going to protect my accounts, what are the alternatives?

The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI – Listen to the Podcast here!!!   The Weekly Radio Clip The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville Journal, Fennimore Times, Grant County Herald, Tri-Country Press, Republican Journal, Democrat  Tribune and the Post Messenger Recorder If the traditional…

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