Podcasts Business DREAM Retirement

DREAM Retirement

61 episodes

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Podcasts

Does year-end giving still make sense?

Published: Dec. 18, 2018, 6:24 p.m.
Duration: 29 minutes 33 seconds

Listed in: Business

I’m worried about the market, should I change investments?

Published: Dec. 11, 2018, 7 p.m.
Duration: 26 minutes 35 seconds

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Understanding Costs: What's Normal and What's Acceptable.

Published: Dec. 4, 2018, 6:09 p.m.
Duration: 32 minutes 4 seconds

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Is Financial Security Possible?

Published: Nov. 27, 2018, 6:05 p.m.
Duration: 28 minutes 56 seconds

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A Lot to be Thankful for

Published: Nov. 20, 2018, 6:37 p.m.
Duration: 27 minutes 28 seconds

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What to Expect When The Tax Reform Takes Affect

Published: Nov. 13, 2018, 5:52 p.m.
Duration: 29 minutes 21 seconds

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Are there different types of investing strategies and what is best?

Published: Nov. 7, 2018, 12:38 a.m.
Duration: 30 minutes 54 seconds

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Will the Stock Market Trick or Treat You?

Published: Oct. 29, 2018, 5:04 p.m.
Duration: 31 minutes 16 seconds

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Market Volatility: Time to Take Action

Published: Oct. 23, 2018, 5:20 p.m.
Duration: 29 minutes 7 seconds

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Market Volatility: Now is the Time for a Risk Assessment

Published: Oct. 16, 2018, 5:04 p.m.
Duration: 26 minutes 59 seconds

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IRA Conversion Model

Published: Oct. 9, 2018, 4:47 p.m.
Duration: 30 minutes 11 seconds

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The Perfect Time to Take Social Security?

Published: Oct. 2, 2018, 5:01 p.m.
Duration: 27 minutes 51 seconds

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Not Enough?

Published: Sept. 25, 2018, 4:42 p.m.
Duration: 28 minutes 29 seconds

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Diversification Pixie Dust

Published: Sept. 18, 2018, 4:57 p.m.
Duration: 29 minutes 39 seconds

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Everything You Have Heard About Retirement is Wrong!

Published: Sept. 11, 2018, 5:01 p.m.
Duration: 30 minutes 34 seconds

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Life Insurance Awareness Month - Retirement Income

Published: Sept. 4, 2018, 5:01 p.m.
Duration: 28 minutes 57 seconds

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Life Insurance Awareness Month

Published: Aug. 27, 2018, 5:02 p.m.
Duration: 26 minutes 11 seconds

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The ABC's and the D's of Life

Published: Aug. 20, 2018, 5:05 p.m.
Duration: 30 minutes 50 seconds

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How to reduce taxes on your Retirement Accounts

Published: Aug. 15, 2018, 4:36 p.m.
Duration: 26 minutes 28 seconds

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Keys to a Retirement Plan Pt. 5 - Estate Plan

Published: Aug. 7, 2018, 5:10 p.m.
Duration: 29 minutes 57 seconds

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Keys to a Retirement Plan Pt. 4 - Protection Plan

Published: July 30, 2018, 5:11 p.m.
Duration: 32 minutes 8 seconds

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Keys to a Retirement Plan Pt. 3 - Investment Strategy

Published: July 25, 2018, 11:03 a.m.
Duration: 28 minutes 13 seconds

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Keys to a Retirement Plan Pt. 2

Published: July 17, 2018, 6 a.m.
Duration: 31 minutes 7 seconds

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Keys to a Retirement Plan Pt. 1

Published: July 10, 2018, 11 a.m.
Duration: 34 minutes 50 seconds

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Celebrating the 4th and Financial Freedom

Published: July 3, 2018, 5:12 p.m.
Duration: 29 minutes 13 seconds

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Should I work with a Fiduciary?

Published: June 26, 2018, 5:17 p.m.
Duration: 32 minutes 56 seconds

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Should I Buy Gold and Silver? What About Annuities?

Published: June 19, 2018, 1:11 p.m.
Duration: 28 minutes 59 seconds

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Choosing a Good Fund

Published: June 12, 2018, 5:02 p.m.
Duration: 28 minutes 14 seconds

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Top Retirement Challenges Pt.3

Published: June 5, 2018, 4:54 p.m.
Duration: 33 minutes 26 seconds

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Top Retirement Challenges Pt.2

Published: May 29, 2018, 5:36 p.m.
Duration: 29 minutes 55 seconds

Listed in: Business

Top Retirement Challenges and Trade War Averted?

Published: May 21, 2018, 5 p.m.
Duration: 27 minutes 28 seconds

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What You Need to Know About Annuities Pt.2

Published: May 14, 2018, 9:13 p.m.
Duration: 33 minutes 56 seconds

Listed in: Business

What You Need to Know About Annuities Pt.1

Published: May 8, 2018, 10:04 a.m.
Duration: 32 minutes 46 seconds

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The Trouble with your Traditional 60/40 Allocation

Published: April 30, 2018, 5:17 p.m.
Duration: 31 minutes 21 seconds

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Come Out and Say 'Hello!'

Published: April 23, 2018, 5:39 p.m.
Duration: 29 minutes 9 seconds

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A Tax Day Reminder and What to Do With an Old 401k/403b/Etc.

Published: April 16, 2018, 5:16 p.m.
Duration: 32 minutes 17 seconds

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Reducing Your Tax Burden

Published: April 9, 2018, 10:28 a.m.
Duration: 30 minutes 45 seconds

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The Markets and Taxes

Published: April 2, 2018, 5:27 p.m.
Duration: 27 minutes 13 seconds

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VIX is High and What About Bond Alternatives

Published: March 26, 2018, 5:19 p.m.
Duration: 27 minutes 6 seconds

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Are Bonds a Safe Investment?

Published: March 20, 2018, 5:52 p.m.
Duration: 22 minutes 53 seconds

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Tax and Market Questions in the News and Should I convert to a ROTH IRA?

Published: March 12, 2018, 5:18 p.m.
Duration: 28 minutes 23 seconds

Listed in: Business

Tariffs are in the News and the Markets are Reacting. Also, Working with a Specialist

Published: March 5, 2018, 6:14 p.m.
Duration: 29 minutes 9 seconds

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Choosing an Adviser

Published: Feb. 26, 2018, 6:33 p.m.
Duration: 29 minutes 29 seconds

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Bigger Things

Published: Feb. 19, 2018, 12:50 p.m.
Duration: 29 minutes 16 seconds

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A Market Correction

Published: Feb. 12, 2018, 12:21 p.m.
Duration: 26 minutes 48 seconds

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What is a fair price for investment and retirement services?

Published: Feb. 5, 2018, 7:52 p.m.
Duration: 28 minutes 58 seconds

Listed in: Business

Understanding Fixed Indexed Annuities

Published: Jan. 30, 2018, 1:16 p.m.
Duration: 25 minutes 11 seconds

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Time to Get More Aggressive? Lessons from the Titanic and Las Vegas.

Published: Jan. 22, 2018, 6:16 p.m.
Duration: 24 minutes 37 seconds

Listed in: Business

What's' the Best Investment of 2018?

Published: Jan. 15, 2018, 6:52 p.m.
Duration: 28 minutes 45 seconds

Listed in: Business

The DREAM Retirement Show with Bertram Financial: My New Year Resolution – Get Financially Organized!

Published: Jan. 2, 2018, 6:45 p.m.
Duration: 25 minutes 38 seconds

Listed in: Business

The DREAM Retirement Show with Bertram Financial: Does End of the Year Giving Really Make a Difference?

Published: Dec. 18, 2017, 7:09 p.m.
Duration: 27 minutes 45 seconds

Listed in: Business

The DREAM Retirement Show with Bertram Financial: Will Tax Reform Benefit Me?

Published: Nov. 20, 2017, 6:38 p.m.
Duration: 25 minutes 1 second

Listed in: Business

The DREAM Retirement Show with Bertram Financial: Active, Passive, Strategic and Tactical Investment Management

Published: Nov. 13, 2017, 5:52 p.m.
Duration: 25 minutes 31 seconds

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The DREAM Retirement Show with Bertram Financial: The Color of Money

Published: Oct. 30, 2017, 5:01 p.m.
Duration: 25 minutes 47 seconds

Listed in: Business

The DREAM Retirement Show with Bertram Financial: How Do I Guarantee Retirement Income?

Published: Oct. 23, 2017, 5:18 p.m.
Duration: 25 minutes 33 seconds

Listed in: Business

The DREAM Retirement Show with Bertram Financial: Saving Your Dream Retirement from a Market Crash

Published: Oct. 16, 2017, 5:09 p.m.
Duration: 28 minutes 56 seconds

Listed in: Business

Join us October 16 when we launch the DREAM Retirement Show!

Published: Oct. 5, 2017, 4:53 p.m.
Duration: 5 seconds

Listed in: Business

DREAM Retirement Podcast to Begin October 16

Published: Oct. 5, 2017, 4:52 p.m.
Duration: 5 seconds

Listed in: Business

Coming Soon: DREAM Retirement! Starts October 16

Published: Oct. 5, 2017, 4:51 p.m.
Duration: 5 seconds

Listed in: Business

Our first episode will air October 16!

Published: Oct. 5, 2017, 4:51 p.m.
Duration: 5 seconds

Listed in: Business

DREAM Retirement Begins October 16!

Published: Oct. 5, 2017, 4:51 p.m.
Duration: 5 seconds

Listed in: Business