Artwork

Content provided by Bill Reiman | @ImBillReiman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Reiman | @ImBillReiman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

205. From Fear to Financial Freedom: Expert Advice on Navigating Markets In Crazy Times and Choosing the Right Advisor - With Jamie Berger Owner of Berger Wealth Management

54:33
 
Distribuie
 

Manage episode 444509200 series 3156882
Content provided by Bill Reiman | @ImBillReiman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Reiman | @ImBillReiman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of The Real Build, I sat down with Jamie Berger. Jamie Berger is a seasoned Financial Advisor with nearly two decades of experience, specializing in providing tailored financial solutions to clients. Originally from New York, Jamie relocated to Marco Island with her family in 1997, where she has since become an integral part of the Southwest Florida community.

Jamie earned her Bachelor of Science degree in Finance from Florida Gulf Coast University. Building on her academic foundation, Jamie pursued further studies and obtained her MBA with an emphasis in General Management from the same institution.

Passionate about giving back, Jamie is highly active in the local community. She has served as the past secretary of the Neapolitan Chapter of the American Business Women’s Association (ABWA) and was honored as Woman of the Year in 2014 for her outstanding contributions. Jamie's dedication to leadership development is evident through her completion of the 12-week Leadership Marco program in 2009 and the eight-week Growing Associates in Naples (GAIN) program in 2015.

Jamie and I talked about a few financial topics. Things like:

Financial literacy with the youth and how schools need to teach it.

Don't sell fear; buy it!

Where to invest your money.

Turn off the market noise. Always listen to an advisor.

What to look for when hiring a financial advisor.

Jamie Berger

Website:⁠⁠⁠⁠⁠⁠https://www.bergerwealthmanagement.com/

Linkedin: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jamie-berger-mba-a13a1710/

Host Info

Email: Bill@rkreiman.com

CONNECT WITH ME ON SOCIAL MEDIA:

▶︎ YOUTUBE | ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ⁠⁠⁠⁠⁠⁠

▶︎ INSTAGRAM | ⁠⁠⁠⁠⁠⁠https://www.instagram.com/imbillreiman⁠⁠⁠⁠⁠⁠

▶︎FACEBOOK| ⁠⁠⁠⁠⁠⁠https://www.facebook.com/billy.reiman ⁠⁠⁠⁠⁠⁠

▶︎ LINKEDIN | ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/bill-reim...⁠⁠⁠⁠⁠⁠

▶︎ TWITTER | ⁠⁠⁠⁠⁠⁠https://twitter.com/ImBillReiman⁠⁠⁠⁠⁠

  continue reading

205 episoade

Artwork
iconDistribuie
 
Manage episode 444509200 series 3156882
Content provided by Bill Reiman | @ImBillReiman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Reiman | @ImBillReiman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of The Real Build, I sat down with Jamie Berger. Jamie Berger is a seasoned Financial Advisor with nearly two decades of experience, specializing in providing tailored financial solutions to clients. Originally from New York, Jamie relocated to Marco Island with her family in 1997, where she has since become an integral part of the Southwest Florida community.

Jamie earned her Bachelor of Science degree in Finance from Florida Gulf Coast University. Building on her academic foundation, Jamie pursued further studies and obtained her MBA with an emphasis in General Management from the same institution.

Passionate about giving back, Jamie is highly active in the local community. She has served as the past secretary of the Neapolitan Chapter of the American Business Women’s Association (ABWA) and was honored as Woman of the Year in 2014 for her outstanding contributions. Jamie's dedication to leadership development is evident through her completion of the 12-week Leadership Marco program in 2009 and the eight-week Growing Associates in Naples (GAIN) program in 2015.

Jamie and I talked about a few financial topics. Things like:

Financial literacy with the youth and how schools need to teach it.

Don't sell fear; buy it!

Where to invest your money.

Turn off the market noise. Always listen to an advisor.

What to look for when hiring a financial advisor.

Jamie Berger

Website:⁠⁠⁠⁠⁠⁠https://www.bergerwealthmanagement.com/

Linkedin: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jamie-berger-mba-a13a1710/

Host Info

Email: Bill@rkreiman.com

CONNECT WITH ME ON SOCIAL MEDIA:

▶︎ YOUTUBE | ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ⁠⁠⁠⁠⁠⁠

▶︎ INSTAGRAM | ⁠⁠⁠⁠⁠⁠https://www.instagram.com/imbillreiman⁠⁠⁠⁠⁠⁠

▶︎FACEBOOK| ⁠⁠⁠⁠⁠⁠https://www.facebook.com/billy.reiman ⁠⁠⁠⁠⁠⁠

▶︎ LINKEDIN | ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/bill-reim...⁠⁠⁠⁠⁠⁠

▶︎ TWITTER | ⁠⁠⁠⁠⁠⁠https://twitter.com/ImBillReiman⁠⁠⁠⁠⁠

  continue reading

205 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință