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

Mostrando página 3 de 3

How Can I Create Income In Retirement? 22/02/2021
Tax Credits To Help Communities 22/02/2021
State of the Market In 2021 08/02/2021
What Is An Annuity? 01/02/2021
Should I Sell? 30/01/2021
Do I Need An Advisor? 30/01/2021
Life's A Daring Adventure, and I'm Not Done Yet 30/01/2021
End of Year Planning 30/01/2021
Tax Planning and Investing 30/01/2021
The Secrets of Investing: The Good and Bad of Mutual Funds 30/01/2021
The Election and The Market 30/01/2021
Health Insurance After Retirement 30/01/2021
How Is The Election Going To Affect The Market? 30/01/2021
How Will The Election Affect The Stock Market? 30/01/2021
Do I Need Life Insurance? 30/01/2021
The Greatest Threat To Retirement Is Procrastination 30/01/2021
Should I Buy Gold and Silver? 30/01/2021
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