Posts Tagged ‘investingplanning’
February 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreFebruary Power Hour – State of the Union
Dream Story – Jim and Dori, Little Wolf Farm CBD One of the biggest questions in retirement for people is what to do. Jim and Dory have personally addressed this question…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreTax 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 In our last Power Hour, we talked about using money from IRAs…
Read MoreThe Health Insurance Tax Penalty or Refund?
The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results: Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress…
Read MoreTop 5 Retirement Questions Most People Don’t Ask
Top 5 Retirement Questions Most People Don’t Ask Yesterday, someone asked me how I decided to go into the financial business. They asked me if it was because I just…
Read MoreBertram Financial Weekly Estate Planning Spotlight
Bertram Financial Weekly Estate Planning Spotlight In our last Power Hour, during the estate planning and spotlight, we discussed some important points that need to be discussed when it comes…
Read MoreTax Talk
Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that he shared, talking…
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