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John Bowen Interviews Gordon Bernhardt

Submitted by Bernhardt Wealth Management on October 3rd, 2012

On August 24 2012 I was interviewed via Skype by John Bowen the CEO of CEG Worldwide.

 

Tags:
  • Gordon's Life

In Celebration of Hard Work

Submitted by Bernhardt Wealth Management on September 30th, 2012

When I came across the article People Who Worked Incredibly Hard to Succeed which celebrates the quintessential American trait of hard work I was reminded of a quote from F.

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  • Success
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Can You Talk to Your Advisor?

Submitted by Bernhardt Wealth Management on September 23rd, 2012

Maybe you’ve seen those speed dating commercials where it’s clear in 30 seconds that the couple doesn’t click and it’s time for them to move on and keep searching for love. Chemistry is important with your financial advisor too. Let’s face it you have to be comfortable enough with your advisor to share your hopes and dreams — as well as your fears.

Tags:
  • Financial Advisor
  • Six Cs
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You Can Do Better with an Advisor

Submitted by Bernhardt Wealth Management on September 16th, 2012

In Our Ridiculous Approach to Retirement Teresa Ghilarducci a professor of economics at the New School for Social Research writes that the 401(k)/individual retirement account model a “do-it-yourself pension system” has

Tags:
  • Financial Advisor
  • Financial Planning
  • Investing
  • Retirement Planning
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Slim Thug’s Advice

Submitted by Bernhardt Wealth Management on September 9th, 2012

It’s tough trying to reach the next generation with money advice. If all else fails you might encourage them to check out the advice from Slim Thug in his new book How to Survive in a Recession. Marketing himself as “the black Suze Orman” you’ll find Slim’s book listed in the “Humor” section on Amazon.

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Just What is the Fiscal Cliff?

Submitted by Bernhardt Wealth Management on September 2nd, 2012

The ominous term “fiscal cliff” has crept into our lexicon but just what does it mean? The fiscal cliff is a perfect storm of disastrous events that could push our recovering economy back into recession. First there’s the scheduled expiration of the Bush tax cuts at the end of this year.

Tags:
  • Economics
  • Investing
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What Makes a Great Financial Advisor?

Submitted by Bernhardt Wealth Management on August 26th, 2012

I have a one-word answer to that question: An advisor must be trustworthy.

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  • Financial Advisor
  • Six Cs
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Tick Tock on Estate Planning Opportunity

Submitted by Bernhardt Wealth Management on August 19th, 2012

One of life’s certainties — taxes — is a little less certain in 2012. It’s increasingly unlikely Congress will address the expiring Bush tax cuts before the November elections. Instead the debate will be left to a lame-duck Congress or even pushed into 2013. That’s not great timing for tax planning.

Tags:
  • Estate Planning
  • Taxes
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How Many of Covey’s 7 Habits Do You Practice?

Submitted by Bernhardt Wealth Management on August 12th, 2012

Dr. Stephen R. Covey passed away last month at the age of 79 from complications of an April bicycling accident tin Provo Utah. As you undoubtedly know Covey was the author of the epically successful The 7 Habits of Highly Effective People. The groundbreaking book was published in 1989 and has sold more than 25 million copies in 38 languages.

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  • Success
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Olympic Thinking – Try It On for Size

Submitted by Bernhardt Wealth Management on August 5th, 2012

The 2012 Summer Olympics in London have certainly been inspirational – even prompting a London man to attempt to swim across the Atlantic Ocean!

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  • Success
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