End of Year Planning and Gifting: Wins of the Month Nels shared...
End of Year Planning and Gifting: Wins of the Month Nels shared...
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...
Betram Financial September 2022 Market Update, In this monthly installation of our...
Betram Financial September 2022 Market Update, In this monthly installation of our...
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during...
August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...
August: Universal Family Office Intro. August Power Hour Summary Market Updates Ask...
Check back weekly as we post short videos as a way to...
Check back weekly as we post short videos as a way to...
July Power Hour – Market Update https://youtu.be/PiIrC3OHehs July Power Hour Summary...
July Power Hour – Market Update https://youtu.be/PiIrC3OHehs July Power Hour Summary...
June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...
June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...
Risks and How To Protect Your Money & Retirement Income: October is...
Risks and How To Protect Your Money & Retirement Income: October is...
Does Indexing Work? Using an indexing strategy the right way is similar...
Does Indexing Work? Using an indexing strategy the right way is similar...
In honor of National Life Insurance Awareness Month, I want to spend...
In honor of National Life Insurance Awareness Month, I want to spend...
Information Equals Power and Sophistication Is financial education important? How do you...
Information Equals Power and Sophistication Is financial education important? How do you...
Does more expensive mean it’s better? I know that’s always something where...
Does more expensive mean it’s better? I know that’s always something where...
More Risks Equals More Rewards: The boys and my Dad and I...
More Risks Equals More Rewards: The boys and my Dad and I...
Timing Is Not The Key…Time In The Market Is: I don’t know...
Timing Is Not The Key…Time In The Market Is: I don’t know...
VA 5 Star Rating Equals A Good Fund Football season is...
VA 5 Star Rating Equals A Good Fund Football season is...
