Retirement Planning - Bertram Financial

Call Us Today at (608) 987-1511

Call Us Today at
(608) 987-1511

Category: Retirement Planning

Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

Tax Planning and Investing – Part 1

I want to talk today about tax planning and how it relates...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Health Insurance After Retirement

Health Insurance After Retirement Answering the health insurance question of where you’re...

Do I Need Life Insurance?

For just coming out of September and life insurance awareness month I...

Do I Need Life Insurance?

For just coming out of September and life insurance awareness month I...

The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement? ...

The Greatest Threat to Retirement is Procrastination

What do you think is the greatest threat to your retirement? ...

What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

What Are The Fees?

What Are The Fees? That’s a question we often get. What is...

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start? The other night it was...

Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

Index Annuities and Your Retirement

Index Annuities and Your Retirement Hey everyone, happy summer. Our pool just...

Are We There Yet?

Are we there yet? How much longer? I just recently got back...

Are We There Yet?

Are we there yet? How much longer? I just recently got back...

Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

Take Back Control or Your Financial Future

What does your financial future look like? Is financial security even possible?...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

Retirement Investment Mix Guidelines

What is a good investment mix for someone in retirement? Investing is...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free: Tax Talk –...

September Power Hour – Life Insurance Awareness Month

September Power Hour – Life Insurance Awareness Month “Enjoy the little things...

September Power Hour – Life Insurance Awareness Month

September Power Hour – Life Insurance Awareness Month “Enjoy the little things...

Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Tax Talk

Tax Talk In our Power Hour last week on August 15th, we...

Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to...

Inflation Protection and Wealth Insurance

Check back weekly as we post short videos as a way to...

May Power Hour – Women and Wealth

May Power Hour – Women and Wealth Women today have...

May Power Hour – Women and Wealth

May Power Hour – Women and Wealth Women today have...

I don’t want to lose money! What should I do?

I have never heard anyone say they want to lose money!...

I don’t want to lose money! What should I do?

I have never heard anyone say they want to lose money!...

Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way...

How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Category: Retirement Planning

Tax Planning and Investing – Part 1

Tax Planning and Investing – Part 1

Health Insurance After Retirement

Health Insurance After Retirement

Do I Need Life Insurance?

Do I Need Life Insurance?

The Greatest Threat to Retirement is Procrastination

The Greatest Threat to Retirement is Procrastination

What Are The Fees?

What Are The Fees?

Retirement Planning – Where Do I Start?

Retirement Planning – Where Do I Start?

Index Annuities and Your Retirement

Index Annuities and Your Retirement

Are We There Yet?

Are We There Yet?

Take Back Control or Your Financial Future

Take Back Control or Your Financial Future

Retirement Investment Mix Guidelines

Retirement Investment Mix Guidelines

Tax Talk – Taking money from your IRAs tax-free

Tax Talk – Taking money from your IRAs tax-free

September Power Hour – Life Insurance Awareness Month

September Power Hour – Life Insurance Awareness Month

Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask

Tax Talk

Tax Talk

Inflation Protection and Wealth Insurance

Inflation Protection and Wealth Insurance

May Power Hour – Women and Wealth

May Power Hour – Women and Wealth

I don’t want to lose money! What should I do?

I don’t want to lose money! What should I do?

Financial Power Hour: 2022 Checklist Challenge

Financial Power Hour: 2022 Checklist Challenge

How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement

Securing Retirement: Part 2

Securing Retirement: Part 2