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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![SMM PODCAST 17-3-25 Tips for Smarter Investors]()
SMM PODCAST 17-3-25 Tips for Smarter Investors
31/03/2017 Duración: 27minAlderfer Bergen retirement planning wealth management preservation smarter investor tips
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![SMM 17-3-18 Financial Issues Near Retirement]()
SMM 17-3-18 Financial Issues Near Retirement
23/03/2017 Duración: 27minAlderfer Bergen Smart Money Management financial issues near retirement Mike Bergen wealth preservation planning
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![SMM 17-3-11 Insurance Along Lifes Stages]()
SMM 17-3-11 Insurance Along Life's Stages
17/03/2017 Duración: 27minAlderfer Bergen Smart Money Management retirement planning wealth management financial issues near retirement
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![SMM 17-3-4 Eight Tips for a Surviving Spouse]()
SMM 17-3-4 Eight Tips for a Surviving Spouse
10/03/2017 Duración: 27minAlderfer Bergen Warsaw Winona Lake Financial planning wealth management tips for surviving spouse death life insurance estate planning
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![SMM 17-2-25 Organizing Your Financial Records]()
SMM 17-2-25 Organizing Your Financial Records
10/03/2017 Duración: 27minAlderfer Bergen Smart Money Management organizing financial records planning wealth management
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![SMM 17-2-11 How to Survive a Job Loss]()
SMM 17-2-11 How to Survive a Job Loss
28/02/2017 Duración: 27minAlan Alderfer Smart Money Management job loss financial planning wealth portfolio
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![SMM 17-2-18 Investment Policy Statements]()
SMM 17-2-18 Investment Policy Statements
24/02/2017 Duración: 27minAlderfer Bergen Financial planning investment strategy policy statements Alan
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![SMM 17-2-4 Getting Your Taxes Done Right]()
SMM 17-2-4 Getting Your Taxes Done Right
16/02/2017 Duración: 27minAlderfer Bergen financial planning retirement planning taxes tax day filing
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![SMM-17-1-28 Important Dates on Your Financial Calendar]()
SMM-17-1-28 Important Dates on Your Financial Calendar
03/02/2017 Duración: 27minAlderfer Bergen Smart Money Management Roger Grossman LPL Tax preparation taxes tax attorneys filing deadline
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![SMM-17-01-21 2016 Markets in Review-2017 Preview]()
SMM-17-01-21 2016 Markets in Review-2017 Preview
26/01/2017 Duración: 26minAlderfer Bergen Smart Money Management retirement portfolio investment strategy financial planning
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![SMM-17-01-14 2016 Household Spending Savings Planning]()
SMM-17-01-14 2016 Household Spending & Savings Planning
26/01/2017 Duración: 27minAlderfer Bergen Smart Money Management Retirement planning portfolio investment
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![SMM-17-01-07 Financial Planning in 2017]()
SMM-17-01-07 Financial Planning in 2017
26/01/2017 Duración: 27minAlderfer Bergen Smart Money Management Podcast financial planning retirement portfolio
