As I finish my 2022 Year in Review, I want to share my process I developed over the years to stay focused. This is my step-by-step process on how I journal throughout the year so you can take advantage of this powerful tool in your life. I have journaled in some way or another most …
One of the key parts of my annual personal growth process that has helped me be intentional and accomplish more is goal setting. My goal setting process is something I learned from my father. He showed me how he set goals and tracked them and expected me to do the same staring before the age of 10. …
“As I share with you my journaling process and how it came to be, one of the key takeaways is there is not a right or wrong or a “proven” method to get you to journal. Journaling is an extremely personal thing that the process should and does vary from person to person since God made …
This my year end review process that is part of my entire annual process for personal growth. I have spent 8 years tweaking this process to get it to where I am now (including a few this year), and I will continue to make tweaks in the future. I take two full days in the …
Why do you guys have squeeze balls in your conference room? To throw at each other of course! At Beratung Advisors, we run weekly “Level 10” ((L10) meetings that are part of the Entruepnarial Operating System (EOS) we follow. We believe EOS helps us execute our vision. They are called L10 meetings because we rate …
Why do we have squeeze balls in our conference room? Read More »
Do you know how to input stock options into eMoney? In our eMoney tip of the week that is part 1 of a 7-part series on Stock Options, with special guest Willianm Bohne, CFP© from Embark Financial Partners, he walks you through the basics of how to input stock options into eMoney Advisor Advanced Planning …
A lot of advisors want to know what base assumptions our teams uses in eMoney Advisor Advanced Planning. I have taught this many time in trainings but here is it is in list form to help empower you to do more plans to empower your clients to make informed financial decisions. Please understand these are …
What Can My Taxes Tell Me About My Retirement Contributions? When the calendar turns over to a new year, there is a lot going on for most of us both personally and professionally. Usually, a big concern is when will your tax documents get to you so that you can file and get that chore …
There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and Declare Your Why Define your Core Values Create your Mission Statement Create your Vision for your future and Create your Life Roles I have done each of …
There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and declare Your Why Define your Core Values Create your Mission Statement Create your Vision for your future and Create your Life Roles I have done each of these for my personal life, my …
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