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Purpose with Mark Bertrang

Dec 26, 2021

It’s time to talk year-end taxes. This is not a boring conversation. This is an extremely interesting visit with my guest is Mary Jo Werner, Attorney, Certified public account and Certified in Financial Forensic who is a partner with Wiplfi, who ranks among the top 20 accounting and business consulting firms in the...


Dec 1, 2021

What can you learn about an 80-year-old woman who needed three things to happen with her safe money? Number one – A better return than the bank. Number two - No taxes due on her gains, and Number three - an immediate increased estate for her children; Plus, the availability and liquidly of her money, if needed. ...