Posts by bertram

My New Year Resolution – get financial organized! How?

My New Year Resolution – get financial organized! How?  Dale in Monroe, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville…

Read More

Common Myths About Retirement, Uncovered!!!

Common Myths About Retirement ~ January 23rd 11am @ the Platteville Public Library If your like most people you have many questions about retirement. There is a lot of advice out there but much of it is untrue or outdated. At this event you will find out why everything you have heard about retirement is…

Read More

Top 10 Resolutions Of 2019!!!

It is a New Year, with New Resolutions. The question is. Will you fulfill the resolution that you made? 60% of people make New Years Resolutions… BUT… Only 8% full fill them. I must admit, I am at fault for making resolutions that I don’t fulfill. I am sure we all are at fault at…

Read More

Does year-end giving really make a difference anymore?

Does year-end giving really make a difference anymore?  Jeff in Middleton, WI Learn what it means to be independent and free financially below 3 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip 2.Listen to the Podcast The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI – Listen…

Read More

If I’m worried about the market, should I change investments?

If I’m worried about the market, should I change investments?   Larry from Lancaster, WI Learn what it means to be independent and free financially below 3 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip 2.Listen to the Podcast The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison…

Read More

Do You Know How You are Cognitively Wired???

If I had to guess, I would guess that each of you know what your personality strengths and weaknesses are… Am I correct? BUT… Do you know what your cognitive abilities are? What your instinctive ways to take action when you strive in life… Recently, I took a test to figure out what my cognitive…

Read More

I am worried about investments cost, what’s normal and acceptable?

I am worried about investments cost, what’s normal and acceptable? Kay from Monroe, WI Learn what it means to be independent and free financially below 3 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip 2.Listen to the Podcast The DREAM Retirement Show A Podcast with host Shawn Prebil, iHeartRadio, Madison WI…

Read More

Is Financial Security possible?

Is Financial Security possible? Learn what it means to be independent and free financially below 2 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. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville…

Read More

7 Things To Do Financially Before the End of the Year!!!

Another year is getting ready to close and a new one to begin… Isn’t that some kind of Christmas song? (wink) As you are winding down your year there are 7 things you need to look at financially to make sure 2018 ends successfully. 1. Max out your Retirement contributions.  Contact either your financial advisor…

Read More

Giving Back this Holiday Season

The question is a common one, intertwined with other queries: Will we have enough income during retirement? What if the market crashes again—will we still be okay? Will we be able to travel as we always planned? Is Uncle Sam going to benefit from our hard work more than we will? Will we have any…

Read More