Setting Up Your Financial Goals with Michelle Bertram
Description
Most people think that planning for retirement is all about getting their finances in order. But retiring is more than just numbers. It is also about doing what you want to do and spending time with the people you want to spend it with.
In this podcast, Elena talks to Dream Retirement Process co-creator, Michelle Bertram.
Michelle Bertram co-created Dream Retirement Process with her mother, Beverly Bertram. She is also a financial speaker, an author, an insurance professional, and an investment adviser representative.
In this episode, Michelle talks about why she joined the business with her mom and she discusses her book, Creating Your Dream Retirement.
Also, Michelle talks about Dream Retirement Process and how she works with her clients to achieve their dream retirement.
Lastly, Michelle shares some great advice for aspiring entrepreneurs. Enjoy!
What you will learn in this episode from Michelle:
- Setting up your financial goals
- The importance of marketing for your business and how to find the right people to market yourself
- Impacting people and mentoring for business
- How to use money in business
Connect with Michelle
Connect With Elena Marches:
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