Purpose with Mark Bertrang

David Trapp' s heart simply stopped. He died that very moment. As he laid on a church sanctuary floor, EMTs shocked his heart back from death, as the congregation looked on. As a career insurance expert, Dave discusses life insurance from a brand-new perspective; the viewpoint of his own death. What did he learn?

I first met Joseph Puzzo as he was barely entering his twenties working as an onsite counselor for a Christian summer program assisting those less fortunate in a small rural area of Tennessee. When we began our conversation, I had planned on discussing Joe's recent experience of Covid-19 in his community, I soon realized that his story was so much more. The young man I met during the summer of 201...

Each life insurance application has a separate page in which the insurance agent needs to complete or "field underwrite" about the why you are applying for life insurance. What are they saying about you? Mark Bertrang discusses Executive Bonus Arrangements, Key Person Plans, Buy-Sell Provisions, Deferral and Creditor Plans, along with important personal uses of The Life Insurance Asset.

Most people have plenty of questions before they meet with a qualified attorney for the very first time to prepare a will or other estate planning documents. This is not a 'how-too' podcast; but, it's a how-do-I-prepare podcast. How-do-I-prepare to have a thoughtful conversation with a lawyer to draft one of the most important documents of my lifetime; what some would call the last 'love letter' t...

How should you prepare to have a Will Discussion with a qualified attorney? What should you consider? What should you know? What should you be asking? How does the Life Insurance Asset play into these plans?

The government's small business Administration, your local bank and credit union focuses on your assets and liabilities when determining your creditworthiness for a loan. Mark Bertrang explains how your whole life insurance policy can plan a crucial role during this process.

How do you determine your financial economic worth? Why is it important? A "rule of thumb" does not work and cheats families out of the dreams and aspirations that were hoped and planned for. During this presentation, Mark Bertrang helps to walk you through the reasoning and arithmetic in helping to determine your own Human Life Value for Life Insurance purposes. These are the similar calculations...

Recently Mark Bertrang taught an online class on the Life Insurance strategies of Rich and Famous people you may have heard of, but never knew the untold stories of how they used life insurance to build their wealth without dying. This is the audio from that presentation which can be viewed on his YouTube channel.

Sharing her own story of depression and the journey to mental health wholeness, Judy Shoults, the 2013 Shining Star Award recipient during Mental Health Awareness month. Judy, a member of the La Crosse Area Suicide Prevention Initiative, community booster, and is a strong advocate on behalf of those affected by mental illness. That advocacy, she says, includes a focus on breaking the stigma associ...

A conversation and songs with John Smith – Singer/Songwriter, while we're staying safely in place.

A recent trip to Sicily: Let's take a walk together through an Italian marketplace and discuss the CoronaVirus and unpredictable Black Swans; and how they may affect our lives.

Mark Bertrang never wanted to say "I'm sorry" when it came to making recommendations for a family's life insurance purchase. Today there are many slick presentations to help sway clients from one product to another product based on 'expected' returns and 'potentially' lower premiums. Mark Bertrang has learned over the past thirty years that the promises made through a Whole Life Insurance contract...

If you're green, you're growing. If you're ripe, you rot. What are you doing to improve yourself mentally? Mark Bertrang carves out some time to discuss his current reading list and recommendations.

Learn how a college project became a thriving moving business for Viterbo University graduate - Colin Luz.

There are moments when we should take pause, look around and determine how the plans of others don't necessarily focus on our personal dreams; Mark's personal perspective.

Wildwood Specialty Foods is a woman-owned and women-run business maker of soup, dip mixes, and signature spice products wholesale through several hundred specialty stores throughout the country; and to consumers through the firm's website - http:/www.wildwoodspecialtyfoods.com/

You've had a successful career, but you feel like there's still more to accomplish in your life. You feel a calling ebbing you towards a new direction. Today's guest felt this same pull, which required quitting one job, applying for another while attending college and completing a master's program.

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.

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.

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.

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 with a Hospice Intake nurse and her experiences. Please share this podcast with...

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 behavior affects investing. Mark & Dan also discuss personal values to integrate...

Tony Szak visits about his career with Speedymason, owning and closing down a construction company, his personal values' journey and the building up of other men through the mission of "Leading with Power", assisting others to become better fathers, husbands and men.

Recently, while traveling Mark Bertrang experienced four gate changes and an hour delayed take-off at Chicago O'Hare. If the technology of twenty-first century air traffic can be this volatile, what does this say about your money plans for retirement, emergencies and opportunities? Here are Mark's thoughts while waiting for his trip home from a business trip.

The Hispanic community work in our local factories and on our local farms. They touch each of our lives, yet we often don't acknowledge the contribution this community makes. This conversation with Michelle Pinzl, Viterbo University Professor/Coordinator of the "Community Interpreting Certificate" program provides personal insight into the language barrier often experienced during times of medical...