#80 Stock Options Illustrating in Decision Center – Part 7
In this seventh and final video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics
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My Annual Process for Personal Growth
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 …
Goal Setting
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 …
Journaling
“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 …
Year End Review
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 …
Important Information about SECURE Act 2.0
The “SECURE Act 2.0” (known as Securing a Strong Retirement Act) recently passed Congress signed by President Biden on Friday December 29th 2022 as part …
Why do we have squeeze balls in our conference room?
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 …
Taxes And Retirement Contributions
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 …
5 Investment Themes of a Biden Administration
The Associated Press has declared Joe Biden the winner of the 2020 election and expected to become our 46th President in January. This means a new …
2020 Election and Your Investment Portfolio
The “Questions” we are getting Just as in 2016, we are fielding many questions about the elections. The questions come in the form of the …
What A Long Year This Week Has Been
I wanted to take some time to reflect on the week that was March 15th-21st, 2020. I think the phrase “what a long year this …
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#79 Stock Options Using Reports – Part 6
In this sixth video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics of illustrating
#78 Stock Options Using Strategies – Part 5
In this fifth video in the series on Stock Options, special guest Will Bohne from Embark Financial Partners walks you through the basics of illustrating
