#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...

End of Year Planning and Gifting

End of Year Planning and Gifting: Wins of the Month Nels shared...

End of Year Planning and Gifting

End of Year Planning and Gifting: Wins of the Month Nels shared...

The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update, In this monthly installation of our...

Betram Financial September 2022 Market Update

Betram Financial September 2022 Market Update, In this monthly installation of our...

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

Bertram Financial Weekly Estate Planning Spotlight

Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...

August: Universal Family Office Intro

August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...

August: Universal Family Office Intro

August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...

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...

July Power Hour – Market Update

July Power Hour – Market Update https://youtu.be/PiIrC3OHehs July Power Hour Summary...

July Power Hour – Market Update

July Power Hour – Market Update https://youtu.be/PiIrC3OHehs July Power Hour Summary...

June Power Hour – Men and Money

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...

June Power Hour – Men and Money

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...

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...

April market volatility insight

April Power Hour – Understanding Market Volatility and Rising Interest Rates April...

April market volatility insight

April Power Hour – Understanding Market Volatility and Rising Interest Rates April...