Beratung Advisors

Last chance to register!! Join us for a live webinar with Scott Dye, CFA, CFP, CMFC, Senior Vice President of Beratung Advisors, tomorrow, Tuesday, July 20th where he will review his overview of the markets and the economy and their outlook for the future. We are offering two time slots at 12pm and 6pm. Links to register are in the comments.... Please feel free to reach out to us with any questions at 412-357-2002 or [email protected]

Join us for a live webinar with Scott Dye, CFA, CFP, CMFC, Senior Vice President of Beratung Advisors, on Tuesday, July 20th where he will review his overview of the markets and the economy and their outlook for the future. We are offering two time slots at 12pm and 6pm. Register now as space is limited! Links to register are in the comments. Please feel free to reach out to us with any questions at 412-357-2002 or [email protected]

Have you enabled the goals tab on your client portal so they can see their probability of success? In our eMoney tip of the week, we review the goals feature in eMoney Advisor advanced planning which allows your clients to see their Monte Carlo probability of success for their plan and we compare and contrast this to the workshop feature. Don’t want to miss a tip of the week? Send us a message and we can sign you up for our eMoney Tip of the Week email list.... We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! #eMoneytipoftheweek #fintech #financialplanning #emoney Beratung Advisors is not aliated with eMoney Advisor. We use eMoney as our nancial planning software and sharing with you what we have learned through our experience as users. eMoney is not aliated with Waddell & Reed.

In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.

Should you ever restrict the ability for your clients to input data into their eMoney client portal? In our eMoney tip of the week, we review some times it may be best to restrict your clients’ capabilities to input data into eMoney Advisor advanced planning. The ability to interact with the plan and provide information to the plan is one of the many great features of this software, but when clients manipulate the data too much if can lead to inaccurate projections. We review... when, why, what and how to restrict these features. Don’t want to miss a tip of the week? Send us a message and we can sign you up for our eMoney Tip of the Week email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! #eMoneytipoftheweek #fintech #financialplanning #emoney Beratung Advisors is not aliated with eMoney Advisor. We use eMoney as our nancial planning software and sharing with you what we have learned through our experience as users. eMoney is not aliated with Waddell & Reed.

How do you show the risk of a premature death in eMoney? In our eMoney tip of the week, Greg runs you through how we use the Retirement & Death Assumptions in eMoney advanced planning to show our clients the risk of a premature death to their financial plan and then use scenarios to build one out for each spouse when working with married couples. We hope this tip helps empower you to do more plans so you can impact more lives.... Don’t want to miss a tip of the week? Send us a message and we can sign you up for our eMoney Tip of the Week email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! Beratung Advisors is not aliated with eMoney Advisor. We use eMoney as our nancial planning software and sharing with you what we have learned through our experience as users.

A few weeks ago, we held our our second annual Beratung University, which is an essential part of our culture and one of the ways we live our core values. A highlight of some of the things we learned about: Paying the price with Doug Smith from L3 Leadership... The art of networking with Jordan Reber from ARL Logistics The importance of branding and how to grow our brand identity with Will Host from Andocia Creative Agency Important estate planning topics with Tim Sechler from Sechler Law Firm Understanding and valuing the uniqueness of others and ourselves with Eric Guy from Center For Victory through the Predictive Index #beratunguniversity #teambuilding #liveyourcorevalues #teachpassion #teamwork #education #adaptable #charitable #honor #passion Beratung University is not an actual University. It is educational training provided by Beratung Advisors for Beratung Advisors team members. Waddell & Reed Inc. is not affiliated with Doug Smith or L3 Leadership, Jordan Reber or ARL Logistics, Will Host or Andocia Creative Agency, Tim Sechler or Sechler Law Firm, or Eric Guy, Center for Victory, or Predictive Index

Greg had a chance to discuss how we have handled the shift to virtual events on the eMoney "That Makes Cents" Podcast recently. Want to learn about how we have pivoted? Check out the episode with the link in the comments.

Your auto insurance policy: what are you actually paying for? In Chris’s recent video and blog, he breaks down 5 things that could be causing you to pay more for auto insurance. You can read the blog by following the link in the comments.... #liveyourcorevalues #education #financialplanning #beratungadvisors Note: Waddell & Reed does not offer auto insurance

Looking to save time inputting and building scenarios eMoney? In our eMoney tip of the week we run you through how to use a base scenario we call alternatives to build out your advanced techniques and then duplicating into new scenarios to save you time when building out your clients’ plans. We hope this tip helps empower you to do more plans so you can impact more lives.... Don’t want to miss a tip of the week? Send us a message and we can sign you up for our eMoney Tip of the Week email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! Beratung Advisors is not aliated with eMoney Advisor. We use eMoney as our nancial planning software and sharing with you what we have learned through our experience as users. eMoney is not aliated with Waddell & Reed

Do you know how much your cable bill will be in retirement, or how much income you are going to make in 10 years? We do not know that answer either, but that does not stop us from making reasonable assumptions to create a financial plan. In this video, our CEO Greg Furer breaks down how to make reasonable assumptions for some of the areas you have some control over.... If you want to learn more about how to build financial plan to pursue your goals, give us a call today 412-357-2002 or send us an email at [email protected]. This is taken from a series of videos we did with L3 Leadership for a course called Managing Anxiety through Financial Planning. If you want to learn more about the L3 course you can click the link in the comments. #financancialplanningassumptions #investmentreturn #liveyourcorevalues #education #financialplanning #beratungadvisors Waddell & Reed is not affiliated with L3 Leadership.

Will your taxes be higher or lower in retirement? We do not know that answer but to things out of our control, but that does not stop us from making reasonable assumptions to create a financial plan. In this video, our CEO Greg Furer breaks down how to make reasonable assumptions for taxes in your financial plan.... If you want to learn more about how tax assumptions can affect your plan, give us a call today 412-357-2002 or send us an email at [email protected]. This is taken from a series of videos we did with L3 Leadership for a course called Managing Anxiety through Financial Planning. If you want to learn more about the L3 course you can click the link in the comments. #financancialplanningassumptions #taxes #liveyourcorevalues #education #financialplanning #beratungadvisors Waddell & Reed is not affiliated with L3 Leadership. Waddell & Reed does not provide tax advice. Please consult your tax advisor concerning your particular situation.

What kind of assumptions should you make in your financial plan? In this video, our CEO Greg Furer breaks down the two main assumptions every financial plan must make to attempt to project future outcomes. If you want to learn more about what assumptions to make in your financial plan, give us a call today 412-357-2002 or send us an email at [email protected].... This is taken from a series of videos we did with L3 Leadership for a course called Managing Anxiety through Financial Planning. If you want to learn more about the L3 course you can click the link in the comments. #financialplanning #financancialplanningassumptions #beratungadvisors #liveyourcorevalues #education Waddell & Reed is not affiliated with L3 Leadership.

In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

What is financial planning? How do I get started with a financial plan? Why do I need a financial plan? Find these answers and learn the financial planning process and how Beratung Advisors can help educate and empower you to pursue your goals and live a fulfilling life in this video about the planning process. ... #financialplanning #pursueyourgoals #liveafulfillinglife #beratungadvisors #cfpprofessionals