Smart Money Management-logo

Smart Money Management

Federated Media

“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.”

“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.”
More Information

Location:

Warsaw, IN

Description:

“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.”

Language:

English

Contact:

116 W. Market St. Warsaw, IN 46580 888-942-6100


Episodes

5: Smart Money Management podcast 10-21-17 Back to Basics Retirement Planning

11/3/2017
More
smart money management podcast back to basics retirement planning alan Alderfer mike bergen financial planners warsaw Indiana market street

Duration:00:24:38

3: Smart Money Management podcast 10-7-17 Insurance 101

10/13/2017
More
smart money management podcast alan mike warsaw financial planning retirement insurance life health umbrella policy

Duration:00:25:08

2: Smart Money Management podcast 9-30-17 Tips for a Surviving Spouse

10/9/2017
More
Alderfer bergen smart money management death of a spouse inheritance funeral expenses alan Alderfer

Duration:00:25:26

Smart Money Management podcast 9-23-17 8 Keys to Financial Security

9/28/2017
More
Alderfer bergen warsaw Indiana financial planning retirement wealth smart money management

Duration:00:24:23

Smart Money Management podcast 9-16-17 be a smarter investor

9/22/2017
More
smart money management podcast investing wealth Alderfer bergen mike alan

Duration:00:24:49

Smart Money Management podcast 9-9-17 Alternatives to CD's

9/14/2017
More
Smart Money management podcast alternatives to CDs certificate of deposit Mike Bergen Alderfer Bergen financial planning wealth invest

Duration:00:22:27

Smart Money Management podcast 9-2-17 Identity Theft

9/8/2017
More
smart money management podcast identity theft financial planning retirement wealth management credit card social security number scam

Duration:00:24:29