112 shows, a year ago
“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 advisor—member FINRA/SIPC.”

SMM-17-01-07 Financial Planning in 2017
1/26/2017, 2:17:18 AM
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SMM-17-01-14 2016 Household Spending & Savings Planning
1/26/2017, 2:36:49 AM
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SMM-17-01-21 2016 Markets in Review-2017 Preview
1/26/2017, 2:43:09 AM
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SMM-17-1-28 Important Dates on Your Financial Calendar
2/3/2017, 1:53:57 PM
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SMM 17-2-4 Getting Your Taxes Done Right
2/16/2017, 12:32:31 PM
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SMM 17-2-18 Investment Policy Statements
2/24/2017, 2:15:58 PM
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SMM 17-2-11 How to Survive a Job Loss
2/28/2017, 3:37:53 AM
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SMM 17-2-25 Organizing Your Financial Records
3/10/2017, 1:49:36 PM
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SMM 17-3-4 Eight Tips for a Surviving Spouse
3/10/2017, 1:53:15 PM
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SMM 17-3-11 Insurance Along Life's Stages
3/17/2017, 12:21:47 PM
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SMM 17-3-18 Financial Issues Near Retirement
3/23/2017, 11:38:56 AM
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SMM PODCAST 17-3-25 Tips for Smarter Investors
3/31/2017, 3:27:49 PM
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SMM Podcast 17-4-1 Evacuation Boxes
4/14/2017, 1:46:09 PM
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SMM Podcast 17-4-8 Estate Planning 101
4/14/2017, 1:51:06 PM
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SMM PODCAST 17-4-15 The Sandwich Generation
4/26/2017, 11:42:25 AM
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SMM PODCAST 17-4-22 The Millionaire Next Door
4/26/2017, 11:46:05 AM
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SMM 17-4-29 Tips For Meeting with a Financial Advisor
5/5/2017, 12:29:38 PM
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Retirement Education 5-5-17
5/5/2017, 2:10:23 PM
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SMM podcast 17-5-6 What is a Stock?
5/12/2017, 12:17:01 PM
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SMM podcast 17-5-13 Inheritances--Major Purchases
5/24/2017, 11:47:45 AM
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SMM Podcast 17-5-20 Getting Ready to Retire Checklist
5/24/2017, 12:03:53 PM
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SMM podcast 17-5-27 Supercharge Your Retirement
6/12/2017, 2:56:24 PM
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SMM podcast 17-6-3 Asset Allocation
6/12/2017, 3:06:42 PM
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SMM Podcast 17-6-10 Keep the IRS at Bay
6/19/2017, 1:36:01 PM
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Smart Money Management Podcast 7-8-17
8/11/2017, 3:49:31 PM
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Smart Money Management Podcast 7-15-17
8/11/2017, 3:51:38 PM
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Smart Money Management Podcast 7-22-17
8/11/2017, 3:54:19 PM
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Smart Money Management Podcast 7-29-17
8/11/2017, 3:58:07 PM
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Smart Money Management Podcast 8-5-17
8/11/2017, 4:01:18 PM
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3: Smart Money Management podcast 10-7-17 Insurance 101
10/13/2017, 12:33:28 PM
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44: Smart Money Podcast 7-21-18 Asset Allocation
8/3/2018, 1:06:03 PM
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46: SMM Podcast 8-4-18 Are 401k's a Failure?
8/10/2018, 1:51:24 PM
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58: SMM Podcast 10-20-18 Back to Basics Ret. Planning
11/9/2018, 3:04:27 PM
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59: Smart Money Mgmt Podcast 10-27-18 Assessing Your Risk
12/3/2018, 4:07:34 PM
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64: Smart Money Podcast 12-1-18 The Fed
1/4/2019, 2:24:21 PM
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71: Smart Money Mgmt Podcast 1-12-19 Household Budgeting
1/18/2019, 3:46:38 PM
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72: Smart Money Mgmt Podcast 1-19-19 2019 Outlook
1/28/2019, 4:10:06 PM
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