The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Market Update

Market Update

March 15, 2021

Rob Brinkman We have seen recent gyrations in the stock market and the bond, but nobody really pays attention to the bond market, although we should. Today we’re speaking with…

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Picture of Gold and Silver Bars - Bertram Financial

Do Gold and Silver Have A Place Inside My Portfolio?

March 8, 2021

During our First Friday LIVE this past week I spoke with Ryan Long, President of National Gold Consultants in Monticello, Minnesota. We focused on gold and silver and if they…

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When Should I Take Social Security?

When Should I Take Social Security?

March 1, 2021

That’s a question we hear often, and you may not like the answer so much. My answer is it depends.  When I say that,  I often think of my kids…

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How Can I Create Income In Retirement?

How Can I Create Income In Retirement?

February 22, 2021

When it comes to retirement, one of the biggest challenges we have to face is how to create income in retirement.    When you’re working for years, one of the…

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Credit Card Processing & Savings

The Collaborative: New Tax Credits To Help Communities

February 16, 2021

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax…

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What Is An Annuity? - Michelle Bertram

What Is An Annuity?

January 31, 2021

Annuity. When I say that word some of you have a reaction. Sometimes it’s a positive reaction or it may be a negative reaction. However, that reaction is biased. It’s…

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Picture of Financial Advisor - Michelle Bertram

Should I Sell?

January 24, 2021

I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most…

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First Friday Live - Life's A Daring Adventure, and I'm Not Done Yet

First Friday Live: Daring Adventure Continues

January 10, 2021

Welcome to our First Friday Live where we speak with Mary Helen Conroy of Life’s A Daring Adventure. On the First Friday of each month we will go LIVE on…

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