Category: Retirement Planning
Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

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

September Power Hour - Life Insurance Awareness Month
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

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

Top 5 Retirement Questions Most People Don't Ask
Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Top 5 Retirement Questions Most People Don't Ask
Top 5 Retirement Questions Most People Don’t Ask

Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me...

Tax Talk
Tax Talk

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

Tax Talk
Tax Talk

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

Inflation Protection and Wealth Insurance
Inflation Protection and Wealth Insurance

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

Inflation Protection and Wealth Insurance
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

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

May Power Hour - Women and Wealth
May Power Hour – Women and Wealth

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

I don't want to lose money, what do I do?
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 do I do?
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

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

Financial Power Hour: 2022 Checklist Challenge
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

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

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

Retirement
It’s Not About Having Kids, It’s About Having a Plan: What New Retirement Research Actually Shows

Here’s a stat that stopped us in our tracks. A recent Allianz...

Retirement
It’s Not About Having Kids, It’s About Having a Plan: What New Retirement Research Actually Shows

Here’s a stat that stopped us in our tracks. A recent Allianz...

retirement is more than money
Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

retirement is more than money
Retirement Is More Than Money: How to Reimagine Life After Your Career

Ask ten people what retirement means, and you will get ten different...

Market Update : The Most Dangerous Moment in Your Retirement
The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

Market Update : The Most Dangerous Moment in Your Retirement
The Most Dangerous Moment in Your Retirement

Market Update Markets hit new record highs last week. The S&P 500...

Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

Market Update
Market Update

This week my son, Asa, is participating in a rite of passage...

The Retirement Number
The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

The Retirement Number
The Retirement Number Nobody Tells You About (And Why It’s Not a Million Dollars)

Somewhere along the way, someone planted this idea in our heads, that...

Getting Financially Organized for Retirement: A Complete Guide to Planning Your Dream Future

Planning for retirement can feel overwhelming. Between deciding how much money you’ll...

Getting Financially Organized for Retirement: A Complete Guide to Planning Your Dream Future

Planning for retirement can feel overwhelming. Between deciding how much money you’ll...

The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or...

The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement

As retirement draws closer, many people experience a shift—not just emotionally or...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income
Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

Don’t Overlook This One Thing in Retirement Planning: Survivor Income
Don’t Overlook This One Thing in Retirement Planning: Survivor Income

Survivor Income – When planning for retirement, most people focus on one...

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

The Retirement Shift Presented By Bertram Financial
The Retirement Shift

   As you approach retirement, a significant shift in mindset and...

Pulling the Curtain on Financial Advisors by michelle bertram
May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...

Pulling the Curtain on Financial Advisors by michelle bertram
May Friday Focus – Pulling the Curtain on Financial Advisors

Financial Advisors – May Friday Focus – Pulling the Curtain on Financial...