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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

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 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 ...

Our Base eMoney Assumptions

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 ...

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 ...

Define Your Core Values

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 ...

Discover And Declare Your Why

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 ...

5 Leadership Lessons From Ted Lasso

Ted Lasso is that feel good comedy we need more of on television. It makes you laugh which is good for your soul, but the ...

Defining Your Roles

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 ...

Equipment Recommendations for Content Creation

You may be looking to upgrade your video equipment with Black Friday and Cyber Monday deals. To help you out, I am sharing what we ...

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