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Here is What You'll Learn
The 3 Important Shitfs to make in Retirement
You are entering a new phase of life, that requires some changes in order to live your dream with financial security.
The Retirement Red Zone
Discover the greatest risk facing retirement. If you face this risk during the retirement red zone (a few years before and after you retire), the results could be disastrous.
A Portfolio vs a Plan
Do you have a portfolio or a plan? What does a plan look like, why is it important, and what does it mean for you?
The Secret to Investing
Cliché statements, such as "you're in it for the long haul" and "it is just a paper loss," are not wise investment strategies. Diversification doesn't equal safety or success.
The Most Important Question
While this is a simple question, it is often overlooked by advisors, which leads to confusion and uncertainty for your retirement.
Retirement Income You Can't Outlive
What, when, where, how... these are all questions to be answered in order to create a true retirement income plan.
About Michelle
Bev and Michelle are the dynamic mother-daughter financial advisor team of Bertram Financial. They are a leading authority in retirement planning.
After seeing firsthand how wrong financial information can ruin financial futures and crush dreams Bev and Michelle decided something needed to change! So they became financial advisors on a mission to change their industry!
Their goal is to turn confusion into clarity and see people live their dreams. That's why they wrote the book, “Creating Your Dream Retirement."
As award-winning advisors and authors, their insights have been featured in national media such as Fox Business, Yahoo Finance, and The Money Show.
Due to her unique approach of blending personal purpose with finances, Michelle is a highly sought-after speaker. As the mother of two boys, she understands how to use stories and examples to take complex topics and make them simple, easy to understand.