#financialeducation - Bertram Financial

Tag: #financialeducation

Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money

Success is defined in many ways, but I would say for someone...

Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

First Friday Focus: Estate Planning 101

The Basics of Estate Planning, with Nels Donovan Estate planning can often...

First Friday Focus: Estate Planning 101

The Basics of Estate Planning, with Nels Donovan Estate planning can often...

Financial Personality

Financial Personalities: My son Asher has quite an entertaining personality. Whether...

Financial Personality

Financial Personalities: My son Asher has quite an entertaining personality. Whether...

Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

Long-Term Investment Strategy Valid

Just recently the topic of investments came up during a summertime deck...

May Market Update

It’s finally starting to feel like summer outside (t least for a...

May Market Update

It’s finally starting to feel like summer outside (t least for a...

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

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

February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

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 –...

November Market Update

November Market Update: Market Update We just finished our midterm election, which...

November Market Update

November Market Update: Market Update We just finished our midterm election, which...