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Discovering Wisdom, over Coffee with Mark Bertrang

Nov 7, 2019

Learn about Lisa’s family & values, her evolution of de-cluttering, re-purposing your stuff, goal making made simple, creating memories - not stuff, what is the F5 and planning for an organized move.

Oct 31, 2019

While traveling recently Mark Bertrang met a former executive from Starbucks, which always wanted to be consider the "third" place away from where people work and live.  Listen to what Mark discovered about the importance of this third place.

Oct 18, 2019

A lively conversation revolving around elder law, eldercare, nursing homes, gifting, homeownership re-titling, the divestiture of assets and long-term care insurance.  Mark Bertrang visits with Attorney Matthew Cromheecke of Moen, Sheehan & Meyers of La Crosse, Wisconsin.

Oct 11, 2019

Hospice provides care for you and for those who care for you. It supports you as a whole person - mind, body and spirit. Hospice focuses on your needs and also the needs of your family. The goal of hospice is to help you feel fulfilled and dignified during the end of your life’s journey. Mark spends this hour visiting...

Oct 4, 2019

Dan Kullman has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community.  Dan helped to develop and oversee Toews Managing Investor Behavior™ Workshop and Coaching program and facilitates communications with advisors. This visit provides insight to how...