Bertram Financial - Invidious

Bertram Financial

Bev and Michelle are the dynamic mother-daughter financial advisor team of Bertram Financial. They are a leading authority in retirement planning. Due to their unique approach of blending personal purpose with finances, they are highly sought-after speakers. As award-winning advisors and authors, their insights have been featured in national media such as Fox Business, Yahoo Finance, and The Money Show as well as their weekly Dream Retirement podcast.

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14:49

Market Update - Selloffs, Tariffs and Trade Oh My

Bertram Financial

Shared 10 months ago

10 views

51:56

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi

Bertram Financial

Shared 11 months ago

36 views

57:36

Inflation Protection and Wealth Insurance

Bertram Financial

Shared 1 year ago

3 views

59:20

May Power Hour – Women and Wealth

Bertram Financial

Shared 1 year ago

5 views

36:54

Estate Planning Basics

Bertram Financial

Shared 1 year ago

3 views

44:49

Friday Focus – All About Real Estate

Bertram Financial

Shared 1 year ago

4 views

38:22

Mid-Year Market Update

Bertram Financial

Shared 1 year ago

1 view

32:30

Health Insurance Options

Bertram Financial

Shared 1 year ago

1 view

33:41

Do Gold and Silver Have A Place Inside My Portfolio?

Bertram Financial

Shared 1 year ago

7 views

33:20

First Friday Live Daring Adventure Continues

Bertram Financial

Shared 1 year ago

0 views

18:32

Tax Planning and Investing Part 2

Bertram Financial

Shared 1 year ago

1 view

11:41

Tax Planning and Investing Part 1

Bertram Financial

Shared 1 year ago

7 views

6:17

Unequally Yoked

Bertram Financial

Shared 1 year ago

14 views

2:55

Tax Planning from a Christian's Perspective

Bertram Financial

Shared 1 year ago

11 views

8:25

Retirement Planning from a Christian's Perspective

Bertram Financial

Shared 1 year ago

29 views

7:43

Investment Positioning from a Christian's Perspective

Bertram Financial

Shared 1 year ago

13 views

5:59

Financial Planning from a Christian's Perspective

Bertram Financial

Shared 1 year ago

46 views

5:30

Estate Planning from a Christian's Perspective

Bertram Financial

Shared 1 year ago

46 views

4:57

Cash Flow Management from a Christian's Perspective

Bertram Financial

Shared 1 year ago

7 views

4:35

Different Types of Retirement accounts

Bertram Financial

Shared 1 year ago

6 views

4:18

Should I rollover my 401k

Bertram Financial

Shared 1 year ago

6 views

3:37

Sequence of Returns - FAQs

Bertram Financial

Shared 1 year ago

4 views

34:42

Friday Focus - Buyer Beware

Bertram Financial

Shared 1 year ago

18 views

6:09

Different Types of Advisors and how to choose the right one

Bertram Financial

Shared 1 year ago

2 views

49:02

First Friday Focus Annual Financial State Of The Union

Bertram Financial

Shared 1 year ago

8 views

32:42

May Friday Focus – Pulling the Curtain on Financial Advisors

Bertram Financial

Shared 1 year ago

5 views

6:59

The Retirement Shift

Bertram Financial

Shared 1 year ago

23 views

5:37

Correlation vs Diversification

Bertram Financial

Shared 1 year ago

15 views

4:23

The World of Bonds

Bertram Financial

Shared 1 year ago

7 views

15:13

Individual Stocks vs Mutual Funds and ETFs

Bertram Financial

Shared 1 year ago

19 views

10:03

The Fed Move, Election Implications, and More

Bertram Financial

Shared 1 year ago

3 views

3:16

What is RMD?

Bertram Financial

Shared 1 year ago

4 views

3:10

When should I start investing?

Bertram Financial

Shared 1 year ago

2 views

2:38

What is financial planning?

Bertram Financial

Shared 1 year ago

3 views

2:24

How to maximize Social Security

Bertram Financial

Shared 1 year ago

3 views

1:31

How do I guarantee retirement income?

Bertram Financial

Shared 1 year ago

17 views

1:51

What is a safe withdrawal amount in retirement?

Bertram Financial

Shared 1 year ago

6 views

2:01

What is an Annuity

Bertram Financial

Shared 1 year ago

6 views

12:43

Bertram Financial: How to Stress Test Your Financial Portfolio

Bertram Financial

Shared 1 year ago

38 views

3:59

Bertram Financial - About Us

Bertram Financial

Shared 11 years ago

26 views