Tag: insurance
What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

What Is An Annuity?
What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

First Friday Focus: Diving Into Social Security
First Friday Focus: Diving Into Social Security

First Friday: Focus Diving Into Social Security, We hear lots of questions...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

3 Ways to Use Life Insurance In Your Estate Plan
3 Ways to Use Life Insurance In Your Estate Plan

When I was younger, I loved playing the game of life because...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

The Health Insurance Tax, Penalty or Refund?
The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Health Insurance Tax, Penalty or Refund?
The Health Insurance Tax Penalty or Refund?

The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax...

The Convervative 60/40 Portfolio Split is Dead!
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!

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

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

Tax Talk
Bertram Financial August 15th Market Update

Bertram Financial, August 15th, Market Update In August, we had another great...

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...

June Power Hour
June Power Hour – Men and Money

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

June Power Hour
June Power Hour – Men and Money

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

Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

Investment Vehicles - What Is Yellow Money?
Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Is The Election Going To Affect The Market?
How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Will The Election Affect The Stock Market?
How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

How Will The Election Affect The Stock Market?
How Will The Election Affect The Stock Market?

How is the election going to affect the stock market? That’s a...

Bertram Financial - Life Insurance
Do I Need Life Insurance?

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

Bertram Financial - Life Insurance
Do I Need Life Insurance?

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

Should I Buy Gold and Silver?
Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

Should I Buy Gold and Silver?
Should I Buy Gold and Silver?

hould I Buy Gold and Silver? Should I Buy Gold and Silver?...

Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question...

Are Bonds A Safe Way To Invest?
Are Bonds A Safe Way To Invest?

Are Bonds A Safe Way To Invest? We often hear the question...

Good Investment Fund
How Do I Choose A Good Fund To Invest In?

I have two boys, Asa and Asher, and they make everything a...

Good Investment Fund
How Do I Choose A Good Fund To Invest In?

I have two boys, Asa and Asher, and they make everything a...

Can You Afford Long Term Care?

On the radio someone texted in a question for me that I...

Can You Afford Long Term Care?

On the radio someone texted in a question for me that I...

Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

Should You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?

Portfolio Rebalancing Do you ever read an article that just kind of...

Live and Leave A Legacy
Live and Leave A Legacy

Will You Leave A Legacy? In the past week, I’ve had to...

Live and Leave A Legacy
Live and Leave A Legacy

Will You Leave A Legacy? In the past week, I’ve had to...

Will The Stock Market Crash Again?
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...

Will The Stock Market Crash Again?
Will The Stock Market Crash Again?

Will The Stock Market Crash Again? I’m not a big fan of...