Berger Briefs

Each week Berger Financial Group puts together a brief video called the Berger Brief that talks specifically about financial planning topics. The topics range from financial services basics, to financial industry nuances that are more complex as well as current events that shape the economy and market.


Ep. 72 - Biotech Investments

Ep. 70 - Buying a Second Property

Ep. 68 - S&P 500 Tech Giants

Ep. 66 - Retirement Account Tax-Efficiency

Ep. 64 - RMD Changes in 2020

Ep. 62 - Government Spending and You

Ep. 60 - Markets Rebounding from COVID-19

Ep. 58 - Volatile Markets Strategy

Ep. 56 - International Markets

Ep. 54 - Tax Season Reminders

Ep. 52 - 2020 Market Outlook

Ep. 50 - The Next 10 Years

Ep. 48 - Capital Gains and Losses

Ep. 46 - Socially Responsible Investing

Ep. 44 - Investment Opportunities

Ep. 42 - Interest Rates

Ep. 40 - Inverted Yield Curve

Ep. 38 - How to Accumulate Wealth

Ep. 36 - College Savings Strategies

Ep. 34 - Fee-Only Planning

Ep. 32 - Annuities: How to be Cautious

Ep. 30 - Budgeting

Ep. 28 - When Can YOU Retire?

Ep. 26 - Education Savings

Ep. 24 - Cash: Safest Investment?

Ep. 22 - Stocks Less Risky Than Bonds?

Ep. 20 - Recreating Retirement Income

Ep. 18 - Tax Defer/Avoid

Ep. 16 - Diversification

Ep. 14 - Dow Misleading

Ep. 12 - Holiday Spending and the Markets

Ep. 10 - Charitable Giving

Ep. 8 - Normal Market Movement?

Ep. 6 - Gain vs. Loss

Ep. 4 - Underperformance

Ep. 2 - Tax Law Changes

Ep. 71 - Misleading Headlines

Ep. 69 - Refinancing Mortgage

Ep. 67 - What Does the Market See?

Ep. 65 - "It's Different This Time"

Ep. 63 - Positives of a Recession

Ep. 61 - Planning Ahead for Retirement

Ep. 59 - Oil Prices Dropping

Ep. 57 - Fed Cuts Rates

Ep. 55 - Executive Benefits

Ep. 53 - Coronavirus and the Markets

Ep. 51 - Economic Indicators

Ep. 49 - Energy Sector

Ep. 47 - Stock Market Future

Ep. 45 - Longevity

Ep. 43 - Market Crash?

Ep. 41 - Social Security

Ep. 39 - Current Market Volatility

Ep. 37 - Cyber Security

Ep. 35 - MN Tax Changes

Ep. 33 - Personalized Financial Planning

Ep. 31 - Why Do Stocks Move?

Ep. 29 - Women and Retirement

Ep. 27 - What Could Go Wrong?

Ep. 25 - Renting vs. Buying

Ep. 23 - When to Adjust?

Ep. 21 - Retirement: Lost Time

Ep. 19 - Lifetime Tax Plan

Ep. 17 - If it Bleeds it Leads

Ep. 15 - Government Shutdown 2019

Ep. 13 - Markets Love/Hate

Ep. 11 - Debt or Invest?

Ep. 9 - Which Moves First?

Ep. 7 - Investing Despite Politics

Ep. 5 - Credit Score

Ep. 3 - What Insurance Agents Don't Tell You

Ep. 1 - Bond Market

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