Dream Retirement

Por: Bertram Financial
The Dream Retirement Show is designed to help you feel confident about your retirement so you can focus on being who you want to be, do what you want to do, spend time with those you want to be with, and making an impact.

Most financial plans today are nothing more than sales gimmicks to get you to buy a certain product or service. Your plan needs to be coordinated with all aspects of your financial life; tax planning, cash flow management (including retirement income), investment positioning, and estate preservation.

Disclaimer: https://bertramfinancial.com
57 episodios disponibles

Latest episodes of the podcast Dream Retirement

Market Update 3.24.25 28/03/2025
New Years Resolutions and the Balance Wheel 04/01/2022
Gifts For You – New Webinars with Special Guests 28/12/2021
Hope 22/12/2021
3 Unique Gift Ideas 14/12/2021
Long Term Care Awareness 10/12/2021
Happy Thanksgiving - Do You Need An Indian? 23/11/2021
New Opportunity for Lazy Money 18/11/2021
ESTATE TAX CHANGES AND BENEFICIARY MISTAKES 06/11/2021
How the $3.5 Trillion Bill Affects Your Retirement 24/10/2021
Risks and How To Protect Your Money & Retirement Income - Part 2 18/10/2021
Risks and How To Protect Your Money and Retirement Income 18/10/2021
Does Indexing Work? 18/10/2021
Is Life Insurance Expensive? 18/10/2021
Lazy Money 18/10/2021
Information Equals Power and Sophistication 18/10/2021
Professional Management Equals Better Returns 18/10/2021
More Risks Equals More Returns 18/10/2021
Timing Is Not the Key...Time In The Market Is 18/10/2021
A 5 Star Rating Equals A Good Fund 18/10/2021
1 2 3 Siguiente › Última »
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA