095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets

About this episode

Gabe McManus interviews Bernd Steinebrunner about creating a financial dashboard to help families ensure they are on track for retirement.

Most people doing the right things financially still have no idea if they're actually on track. They're saving, investing, contributing to the 401k — and still lying awake wondering if retirement will actually work out. That gap between doing well and knowing you're okay is exactly what Bernd Steinebrunner has spent nearly two decades helping families close. Episode Summary In this episode, Gabe McManus sits down with Bernd Steinebrunner, CFP® and founding partner at Parliament Wealth Managem...

People in this episode

Hosts: Gabe McManus, Paul G. McManus

Guest: Bernd Steinebrunner

Topics covered

• financial planning
• retirement
• financial dashboard
• wealth management
• investment strategies

Keywords

• financial dashboard
• retirement planning
• wealth management
• investment
• financial advice

Mentioned in this episode

Organizations: Parliament Wealth Management

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