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Welcome to "Purpose with Mark Bertrang", author in "Investments Don't Hug; Embracing the Life Insurance Asset". Mark visits with guests who share their life experiences, career knowledge and the gift ... more
FAQs about Purpose with Mark Bertrang:How many episodes does Purpose with Mark Bertrang have?The podcast currently has 188 episodes available.
March 23, 2022Coffee Break – Episode 95: The Pampered Chef & Warren BuffettWhat does the upcoming acquisition of insurer Alleghany Corp. for $11.6 billion dollars by Berkshire Hathaway have to do with Pampered Chef parties? It's all about having the cash to take advantage of opportunities. You probably think you have to be Warren Buffett to have 'cash-on-hand' to build your future. You can also make a difference in your financial future with a simple loan against a mutually-owned whole life insurance policy. That's what Doris Christopher did. She was the founder of The Pampered Chef....more14minPlay
February 25, 2022Coffee Break - Episode 094: The Big GamblePeople gamble. They love to gamble. Unfortunately, there is always someone willing to help us depart from our hard earned money. It doesn't come as a surprise that during 2021 casinos took in more money than ever before, even during a time of limited public contact with one another due to Covid-19. What once was taboo is now embraced by the states, by national sports leagues and your local convenience store. Gambling has become big business to separate you from your money; because with most gaming, all the supporting characters along the way take their share of the prize money without putting any of their own money at risk. Those characters are the states, the national sports leagues and your local convenience store....more15minPlay
February 20, 2022Coffee Break – Episode 93: Inflation & The Life Insurance AssetWe have experienced little or no inflation for decades in the United States. Now inflation is hitting people where they live - groceries, cars, gasoline, auto, homeowner and health insurance premiums. There is still an asset that you can buy for pennies on the dollar and that can provide you with a place to store your safe money for emergencies and future opportunities. Mark Bertrang discusses the costs of inflation and options available with the Life Insurance Asset....more13minPlay
February 16, 2022Free Book Chapter-Investments Don't Hug: Embracing the Life Insurance AssetThis is a free chapter from Mark Bertrang's book - Investments Don't Hug: Embracing the Life Insurance Asset, taken from Chapter six, titled "We thought we invincible". Enjoy this gift as read by the author and consider your purchase through Amazon, Barnes and Noble or listen to the audio through Audible or iTunes....more28minPlay
January 19, 2022Coffee Break: Will your employer cancel your life insurance?A recent article from the Wall Street Journal outlines exactly how an employer can take away a retirement benefit its employees' thought was untouchable. At the end of 2021, as many as 220,000 AT&T retirees had their life insurance benefits drastically reduced. After working for this company; many for their entire careers were affected. Could this happen to you? What can you do? Where do you begin?...more10minPlay
January 12, 2022Coffee Break: Safety FeaturesThe government regulates the safety features in every car that drives off the production line of America. Last year the safety features of each automobile were approximately four percent of its total price, not including the cost of the title, licensing and taxes. What can we learn about this four percent average and how the same four percent can safely protect our dignity and future incoming earning potential regarding on incomes, which is the single most important asset which we own?...more6minPlay
December 26, 2021Mary Jo Werner, JD, CPA, CFF–Wipfli: Talking TaxesIt's time to talk year-end taxes. This is not a boring conversation. This is an extremely interesting visit with my guest is Mary Jo Werner, Attorney, Certified public account and Certified in Financial Forensic who is a partner with Wiplfi, who ranks among the top 20 accounting and business consulting firms in the nation. Mary Jo Werner specializes in litigation support for law firms and assists in fraud and forensic investigations....more1h 17minPlay
December 01, 2021Coffee Break – Episode 88: Storing Your Safe MoneyWhat can you learn about an 80-year-old woman who needed three things to happen with her safe money? Number one – A better return than the bank. Number two - No taxes due on her gains, and Number three - an immediate increased estate for her children; Plus, the availability and liquidly of her money, if needed. Here's a real-life story using the Life Insurance Asset....more10minPlay
November 16, 2021Amy DuPont: A Local Television News JourneyNews anchors usually ask the questions. In a role reversal, Amy DuPont-News Anchor at WKBT-News 8 is asked questions about her decades-long career in reporting and delivering the news; a journey of serving multiple diverse communities. You will feel like you are visiting an old friend, who shares the heart of the ups and downs of television news, concerns for local news outlets and poignant stories from her own personal life....more1h 14minPlay
November 11, 2021Coffee Break: What Milly Did with her Whole Life Cash ValuesWalt Disney partially financed Disneyland with a loan against his Whole Life Insurance Policy. The Bushes Baked Bean Company was partially financed with a Whole Life Insurance Policy. The Pampered Chef Company was entirely financed through a loan against a Whole Life Insurance Policy. A Whole Life insurance policy provides a place to store your safe money. Learn what Milly did with the cash value of her life insurance policy. It changed all of our lives forever....more6minPlay
FAQs about Purpose with Mark Bertrang:How many episodes does Purpose with Mark Bertrang have?The podcast currently has 188 episodes available.