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

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

March 25, 2026 · 40 min

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...

More episodes of The Influential Advisor

Explore listener stats, chart rankings, contacts and more on the The Influential Advisor podcast page.