The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update

September 19, 2022

Betram Financial September 2022 Market Update,    In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight…

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September Power Hour - Life Insurance Awareness Month

September Power Hour – Life Insurance Awareness Month

September 12, 2022

September Power Hour – Life Insurance Awareness Month “Enjoy the little things in life because one day you’ll look back and realize they were the big things.” – Robert Brault…

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Top 5 Retirement Questions Most People Don't Ask

Top 5 Retirement Questions Most People Don’t Ask

September 6, 2022

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just…

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Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight

August 29, 2022

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes…

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Tax Talk

Tax Talk

August 22, 2022

Tax Talk   Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that…

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August Power Hour - Intro to the Universal Family Office

August: Universal Family Office Intro

August 8, 2022

  August: Universal Family Office Intro.   August Power Hour Summary Market Updates  Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No…

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Gold and Silver

Gold and Silver

August 1, 2022

Gold and Silver: Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we turn our focus to Gold…

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Inflation Protection and Wealth Insurance

Inflation Protection and Wealth Insurance

July 25, 2022

Check back weekly as we post short videos as a way to delve deeper into our Power Hour. This week – we’re focusing on how to protect yourself against inflation,…

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