Sinopsis
Welcome to Smart Money Management presented by Alderfer Bergen & Company in Warsaw. Alderfer Bergen is dedicated to helping business owners, retirees and professionals with comprehensive financial planning services including 401k and retirement plan rollovers, customized portfolio design and asset management for individual investors and retirees. The opinions voiced on this show are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine what investments may be appropriate for you, consult with your attorney, accountant, financial advisor or tax advisor prior to investing. Securities and advisory services offered through LPL Financial, a registered investment advisormember FINRA/SIPC.
Episodios
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![34: Smart Money Management Podcast 4-28-18 Investing Myths]()
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![33: Smart Money Management Podcast 5-5-18 Keeping the IRS at Bay]()
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![32: Smart Money Management Podcast 4-28-18 Investing Myths]()
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![31: Smart Money Management Podcast 4-21-18 Meeting with a Financial Advisor]()
31: Smart Money Management Podcast 4-21-18 Meeting with a Financial Advisor
27/04/2018 Duración: 25min -
![30: Smart Money Management Podcast 4-14-18 Im 55 and havent saved for retirement]()
30: Smart Money Management Podcast 4-14-18 I'm 55 and haven't saved for retirement
20/04/2018 Duración: 26min -
![29: Smart Money Management Podcast 4-7-18 Financial Planning Starter Kit]()
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![28: Smart Money Management Podcast 3-31-18 Pre-Retirement Checklist]()
28: Smart Money Management Podcast 3-31-18 Pre-Retirement Checklist
06/04/2018 Duración: 26minAlderfer bergen & company retirement planning wealth management stocks buy sell investments alan Alderfer mike bergen Jason Gergely pre-retirement checklist 10 years out 5 years out
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![27: Smart Money Management Podcast 3-24-18 Inheritances- Saving for Major Purchases]()
27: Smart Money Management Podcast 3-24-18 Inheritances- Saving for Major Purchases
29/03/2018 Duración: 26minAlderfer bergen & company financial planning alan Alderfer mike bergen Jason Gergely warsaw Kosciusko county Indiana washer dryer car home appliances inheritance probate strategy
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![26: Smart Money Management Podcast 3-17-18 The Millionaire Next Door]()
26: Smart Money Management Podcast 3-17-18 The Millionaire Next Door
21/03/2018 Duración: 25minSmart Money Management podcast Alderfer bergen & company alan Alderfer mike bergen financial planning wealth management millionaire
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![25: Smart Money Management Podcast 3-10-18 Things You Sould Know About Financial Planning]()
25: Smart Money Management Podcast 3-10-18 Things You Sould Know About Financial Planning
15/03/2018 Duración: 24min -
![24: Smart Money Management Podcast 3-3-18 The Evacuation Box]()
24: Smart Money Management Podcast 3-3-18 The Evacuation Box
09/03/2018 Duración: 24minSmart Money Management Podcast The Evacuation Box Alderfer bergen & company mike bergen alan Alderfer emergency fire flood tornado storm train derailment fireproof box
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![23: Smart Money Management Podcast 2-24-18 FInancial Issues Nearing Retirement]()
23: Smart Money Management Podcast 2-24-18 FInancial Issues Nearing Retirement
05/03/2018 Duración: 25minsmart money management podcast financial issues nearing retirement alan Alderfer mike bergen Alderfer bergen & company retirement planning wealth management
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![22: Smart Money Management Podcast 2-17-18 Organizing Your FInancial Records]()
22: Smart Money Management Podcast 2-17-18 Organizing Your FInancial Records
23/02/2018 Duración: 25minsmart money management podcast Alderfer beergen retirement planning financial records organize taxes bills alan Alderfer mike bergen how long to keep IRS internal revenue service
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![21: Smart Money Management Podcast 2-10-18 Current Market Update]()
21: Smart Money Management Podcast 2-10-18 Current Market Update
23/02/2018 Duración: 25minsmart money management podcast Alderfer bergen warsaw Indiana Kosciusko county financial planning wealth retirement finances 401k ira roth
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![20: Smart Money Managment Podcast 2-3-18 Surviving a Job Loss]()
20: Smart Money Managment Podcast 2-3-18 Surviving a Job Loss
09/02/2018 Duración: 26minAlderfer bergen smart money management wrsw willie 103.5 news now warsaw warsaw Indiana Kosciusko financial planning wealth preservation job loss unemployment mike bergen alan Alderfer Jason Gergely
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![19: Smart Money Management Podcast 1-27-18 Getting Your Taxes Done Right]()
19: Smart Money Management Podcast 1-27-18 Getting Your Taxes Done Right
02/02/2018 Duración: 25minsmart money management podcast Alderfer bergen & company warsaw Indiana Kosciusko county wealth management financial planning taxes tax preparation 401k 529 tax deadline mike bergen alan Alderfer
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![18: Smart Money Management Podcast 1-20-18 Dates for Your 2018 Financial Calendar]()
18: Smart Money Management Podcast 1-20-18 Dates for Your 2018 Financial Calendar
26/01/2018 Duración: 26min -
![17: Smart Money Management Podcast 1-13-18 Household Budgeting]()
17: Smart Money Management Podcast 1-13-18 Household Budgeting
19/01/2018 Duración: 25minsmart money management podcast Alderfer bergen & company retirement planning financial wealth preservation alan Alderfer mike bergen warsaw Indiana Kosciusko county
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![16: Smart Money Management Podcast 1-6-18 Financial Planning in 2018]()
16: Smart Money Management Podcast 1-6-18 Financial Planning in 2018
19/01/2018 Duración: 26minsmart money management podcast Alderfer bergen & company financial planning retirement wealth preservation warsaw Indiana Kosciusko county 2018
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![15: Smart Money Management 12-30-17 11 Reasons to Plan]()
15: Smart Money Management 12-30-17 11 Reasons to Plan
12/01/2018 Duración: 26minsmart money management Alderfer bergen & company financial planning wealth management podcast alan Alderfer mike bergen reasons to plan
