BetterWealth with Caleb Guilliams

Expressing Love for Your Family by Taking Important Steps with Mark Bertrang


Listen Later

For over 30 years, Mark Bertrang has been a trusted advisor to families. He is the creator of Financialoscopy®. As a professional communicator (broadcasting was his first career), for more than a generation, Mark has communicated the message of financial security. Engaging audiences at financial conferences and industry meetings throughout the country provides an outlet to share his passionate message. In today's episode, Caleb talks with Mark about his story, his vision, and his mission to help clients ensure their loved ones. Enjoy!
Links and Resources from this Episode https://betterwealthsolutions.com
For additional information go to http://betterwealthpodcast.com/ or check out Caleb at https://calebguilliams.com (https://calebguilliams.com)
Connect with Mark Bertrang
http://www.bertrangfinancial.com/
http://www.bertrangfinancial.com/content/about-us/the-team
https://twitter.com/financialoscopy?lang=en
https://www.linkedin.com/in/markbertrang
Mark’s book: https://www.amazon.com/Investments-Dont-Hug-Embracing-Insurance-ebook/dp/B01N0WIOTE
Get Your Free Copy of The AND Asset https://andasset.com/book
Show Notes How Caleb and Mark met - 2:21
Mark's background - 3:14
Is it all about assets? - 3:55
Accelerating clients' career and knowledge - 4:57
Keeping your cash your safe- 6:25
The value of controlling your money - 7:33
Mark's book: Investments Don't Hug - 9:00
Having a plan is vital! - 9:43
Learn about life insurance - 10:03
A product that offers you something that others cannot guarantee - 12:10
About Financialoscopy® - 13:32
Mark's examples using life insurance - 16:01
Emotional stories - 19:06
Mark's answer for the legacy question - 19:33
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
Subscribe with Apple Podcasts
Follow on Spotify
Subscribe with Stitcher
...more
View all episodesView all episodes
Download on the App Store

BetterWealth with Caleb GuilliamsBy BetterWealth Media

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

242 ratings


More shows like BetterWealth with Caleb Guilliams

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,796 Listeners

Wealth Formula by Buck Joffrey by Buck Joffrey

Wealth Formula by Buck Joffrey

410 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,850 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

401 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

609 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

417 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

521 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

720 Listeners

Directed IRA Podcast by Mat Sorensen and Mark Kohler

Directed IRA Podcast

167 Listeners

The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

The Lifestyle Investor - Investing, Passive Income, Wealth

286 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

132 Listeners

On The Market by BiggerPockets

On The Market

895 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

838 Listeners

The David Greene Show by David Greene

The David Greene Show

691 Listeners