Bertram Financial
Dream Retirement
A podcast
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Bertram Financial
Dream RetirementEpisodes
Bertram Financial
Dream Retirement
A podcast
Good podcast? Give it some love!
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Today we’re talking all about real estate. If you Google real estate right now you may find all kinds of things about the current housing market, how crazy it is, and how we are in this real estate bubble. The main point that I want to brin
This week we are continuing our talk about investing safely with green money. As we continue to look at the different colors of money, this week we’ll cover green money, which includes fixed index annuities, IULs, and how you can have the best
This week we are continuing our talk about different stock market investments as we talk about red money, stocks, bonds, mutual funds, ETFs, and more.When I was a kid, I loved going on rides at fairs or amusement parks, the more spinning or go
This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy what yellow money is.My son Asa is really into playing Fortnite. You may have heard of this video game if you have any gr
Our topic today is 401K rollover options. Recently, I’ve had quite a few people ask me, “How can I roll my 401K?” “Should I roll my 401K?” “When can I do it?” When talking about 401k rollovers, I can’t help but think of a song… Five bears in th
Welcome to our First Friday event where we’ll be talking about Health Insurance Options with Jim Crump of US Health Advisors. Oftentimes, there can be so many different health insurance options that it can be rather confusing.See more here: ht
As people get closer to retirement, it is time to make a transition. One of those is shifting into retirement mode from active investing mode. Investment positioning can greatly affect cash flow management (aka income), especially for someone
The simple truth is not all portfolios are not created equal. Understanding how your investment portfolio is positioned and how it can affect every other area in your financial life is really important. This goes beyond simple asset allocation,
We have seen recent gyrations in the stock market and the bond, but nobody really pays attention to the bond market, although we should. Today we’re speaking with Mike of United Asset Strategies, and the cool thing about Mike is as good as they
During our First Friday LIVE this past week I spoke with Ryan Long, President of National Gold Consultants in Monticello, Minnesota. We focused on gold and silver and if they might have a place inside your investment portfolio.Why might you be
That's a question we hear often, and you may not like the answer so much. My answer is it depends.When I say that, I often think of my kids where they ask me something all the time and the answer is often maybe.“Mom, can we go here?” “Mom, c
When it comes to retirement, one of the biggest challenges we have to face is how to create retirement income.When you're working for years, one of the things that you get every couple weeks, or every month is a paycheck, right?You become ver
Join Michelle Bertram, owner of Bertram Financial, as she discusses Tax Credits to Help Communities in 2021 with Todd Mardis. Listen to learn more about how you can take advantage of new tax credits in 2021 to help your business and communities
What type of risk do you have? Are you really diversified? What type of correlation you have? How is that going to get you to meet your goals?Listen as Michelle speaks with Jiorden Sanchez of United Asset Strategies and they discuss the state
What is an annuity? It is an investment vehicle and they are a great tool that will create retirement income.
I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?”Considering all of the craziness of 2020, most accounts ended up with a gain at the end of the year. Even with the crazy downt
Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want to do by myself anymore.The question becomes if I do need an advisor, what kin
Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking about a different topic each time and this month the topic is “End of Year Planning.”I know th
Today we’re talking about a topic that I think is going to be very interesting to most of you. Almost everybody that I’ve met or talked to has mutual funds or ETFs now or has had them.I think they’ve thought that it’s the best way to invest, t
Let’s talk about the election and the market. As you know, the market experiences quite a bit of volatility around election time and we’re here to talk post-election and what that will look like for your investments.Welcome to our First Friday
Answering the health insurance question of where you’re going to get health coverage sometimes becomes one of the biggest hurdles to retirement or one of the most important factors in your retirement plan.Before you reach the age of 65 you hav
How is the election going to affect the market? That’s a question I hear continually, almost every day right now. And Guy, you’re probably getting the same questions. Right.Everybody’s concerned about this. It’s not just this year, but any ele
How is the election going to affect the stock market? It doesn't matter what side of the aisle you're on, there's a lot of fear concerning the election and how it will affect the stock market.There are also a lot of articles circulating right
“Do I need life insurance in my retirement plan?”There is not a one-size-fits-all answer. As with a lot of things, the answer depends on your overall plan.Let’s talk about some of the living benefits of life insurance today and when you could
What do you think is the greatest threat to your retirement?Is this election and who may win? Maybe you think it's the Democrats, maybe you think it's the Republicans, maybe you think it is taxes, maybe the greatest threat to your retirement i
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