Dream Retirement

About Dream Retirement

The Dream Retirement Show is designed to help you feel confident about your retirement so you can focus on being who you want to be, do what you want to do, spend time with those you want to be with, and making an impact. Most financial plans today are nothing more than sales gimmicks to get you to buy a certain product or service. Your plan needs to be coordinated with all aspects of your financial life; tax planning, cash flow management (including retirement income), investment positioning, and estate preservation. Disclaimer: https://bertramfinancial.com

Publisher

Bertram Financial

Category

business

Language

en

Explicit

No

First episode

30 Jan 2021

Latest episode

28 Mar 2025

Latest episodes

57 episodes in the feed.

1. 

   28 Mar 2025

   Market Update 3.24.25

   This episode analyzes market downturns on Fridays and explores investing strategies to help listeners transform their approach to living their dream.

2. 

   4 Jan 2022

   New Years Resolutions and the Balance Wheel

   The host discusses setting achievable New Year's resolutions by breaking down goals into smaller, manageable steps and preparing for potential setbacks to foster success.

3. 

   28 Dec 2021

   Gifts For You – New Webinars with Special Guests

   Tom Hegna discusses new webinars about retirement planning, offering listeners valuable insights into securing their financial future in this interview.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

375

Score snapshot 15 Sept 2025

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

42

Social presence

0

YouTube

66

Engagement

0

Contact Dream Retirement

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.