What’s the greatest Investment that Tony Robbins and Warren Buffett says YOU should make in YOUR life?

Warren Buffett is famous for being one of the most successful investors in the world and is today worth around $75 billion. Tony Robbins is a world-renowned author, speaker and peak performance strategist that started out as a janitor washing his dishes in a bathtub because he didn’t have a kitchen..*

What do these two legends say was one of the most important investments they made in their life?

A seminar.

Not stocks, not bonds, not real estate.  A simple and life-transforming seminar.

According to an article in CNBC, both of these legends made an investment very early in their lives by signing up for a seminar that opened up their minds to new ideas and strategies, and gave them the tools they needed to catapult their lives in a new direction.   

Robbins took a $35 seminar at the age of 17 to learn from personal development coach Jim Rohn. Buffett at the age of 20 took a public speaking course from the Dale Carnegie institute to get over his fear of speaking.**

Robbins says in his book “Money: Master the Game,” that the Jim Rohn seminar helped him to stop focusing on what was outside of his control and taught him to focus instead on what he could control. “That one course gave me clarity about what I could do with my life going forward. I could improve myself; I could find a way to serve, a way to do more, a way to become better, a way to add value.”  And that is exactly what Robbins has done for the past three decades.

When was the last time YOU dedicated several hours to your personal development and reflected about YOUR life?  

Often we are so busy on the treadmill of life that we don’t stop to investigate whether we are even on the right treadmill!  Your personal breakthrough might be right around the corner.  Jerry Bergner, founder of Integrated Life and Financial Planning, has now create the online version of his “CEO of Your Life workshop.”

This workshop takes you through the first 8 steps of the book “If Your Life Were a Business, Would you Invest In it?”  By the time the class is over, you’ll have a blueprint of your ideal life that you can start to embark upon immediately.

This guided workshop has helped more than 6,000 people in 6 countries. Companies such as Shell Netherlands, ICI (UK), AstraZenaca, Procter & Gamble, and British Petroleum have made Life Business™ a vital element of their management programs.

Should You Register for the CEO of Your Life Workshop on June 17th in Durham?

This course is right up your alley if you are:

  • Uncertain about what the TRUE driving force is in your life
  • Living for others and neglecting yourself
  • Ready to make more money!
  • Unsure why you don’t have more money left over
  • Looking for better opportunities for you and your family
  • Trying to figure out where to start
  • Working hard, creating success on many levels, but wondering what is next
  • Fearful that if you leave your current situation you will not find something better, so you stay where you are

What You Can Expect in this 1-Day Workshop:

  • Discover your values and your purpose
  • Create a vision for how you want to live your life
  • Determine what activities create the most energy & satisfaction
  • Learn to say no to distractions and diversions that are not aligned to your values or purpose
  • Identify what you love to do, are really good at and what gives you the greatest joy
  • Determine which ventures you want to start, and which of your current ventures should be put to rest
  • Develop an action plan that can guide you toward a more energetic and satisfying life


This class is offered online so that as many people as possible can experience what live audiences have experienced.   Register today and get started right away discovering your purpose and mission in life. 

About the Instructor:

Jerry Bergner is a teacher, trainer, problem-solver and brainstorming junkie who loves to coach people both personally and professionally as demonstrated in his financial management career over the past 22 years. His passion is helping people to find their true path by understanding that there are opportunities to change their lives in an uncomplicated way when they decide to.

Jerry lives his life according to this program. He’s been a financial planner since 1994, and upon discovering the book in 2007, he invested hundreds of hours into refining the program and the workshop–with the full consent of the authors. If you want to talk to Jerry about this course or coaching, please call (919) 864-2772 or book a time in his calendar.

Jerry Bergner is a productivity and life satisfaction coach. His company is Integrated Life and Financial Planning.  Jerry has been coaching since 2008.  His sweet spot is working with business owners and salespeople to assist them in focusing on the activities they enjoy and love to engage in while increasing their results and overall satisfaction at the same time.   Contact Jerry to book a consultative strategy session to learn how he can help you work toward your goals.


*, **http://www.cnbc.com/2017/04/07/tony-robbins-and-warren-buffett-recommend-this-investment.html


Tax Tips for the Individual Investor

Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.

6 Strategies for Tax-Efficient Investing

It’s tax season again and this often prompts a variety of feelings including procrastination and intimidation. It’s no fun knowing that after factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments’ returns in any given year may be reduced significantly.

But for some people, tax time can actually be a very happy time. That’s because they have put into place some effective strategies to decrease their income tax bite.

Here are several Strategies & Tips to potentially help lower your tax bill.

Durham NC Financial Planner

5 Benefits to Getting a Portfolio Second Opinion from a Financial Planner

Do you worry about your current or future financial situation? Perhaps you have these questions float through your mind periodically:

Will my money last as long as I do?
Will I have enough to live comfortably?
Should I be doing something different with my investments to improve my outlook?
Do I have the right advisor to help me achieve my goals?
Should I get a second opinion from a financial planner to see if my investments are positioned correctly to achieve my goals?

4 Signs it is Time to Break Up with Your Financial Advisor

It is not uncommon to have second thoughts about your financial advisor even if you have been together for years. Often small irritations fester over time until you get to a point where you feel compelled to make a change. Pulling the eject trigger is not an easy one since this person has had access to the inner circle of your life knowing your complete financial picture.

How to Prepare Your Financial Documents for Your First Financial Planning Meeting with a Fee-Only Durham, NC Financial Advisor

If you are planning to meet with a Fee-Only Financial Planner, you may be a bit uncertain as to what to expect and what you’ll discover about your financial status today and in the future. To ease your mind and make the best use of your time together, there are some standard pieces of documentation that you should bring with you. Coming prepared to the first meeting will enable your Financial Advisor to get a clear initial overview of your financial health.

Here are the most important financial documents to bring to your first Durham, NC Financial Advisor Meeting:

How to Prepare for Your Meeting with Your Fee-Only Financial Planner

If you are planning to meet with a Durham, NC, Fee-Only Financial Planner, you may feel excited or nervous about what you may discover when talking about your personal finances.
To ease your mind and make the best use of your time together, do a bit of preparation as outlined below. This will enable you to come with enough information to make the first consultation valuable and productive for both of you.

How to Choose one of the Best Fee-Only Financial Planners

Hiring a financial advisor can provide you with confidence and peace of mind knowing that you have a plan for your money that will benefit you and your family for years to come. At any phase in life, but more importantly as you approach retirement age, a financial planner can be of benefit to you. That’s because research shows that people who have financial planners tend to generate considerably better returns for retirement that people who don’t.**

Tax Efficient Financial Planning

It’s not what you make, it’s what you keep!
This is one of the key focuses of tax efficient planning.
It’s about the bottom line, or what you actually keep after you have paid your taxes!
So, how can you plan properly and give yourself the highest probability of having a plan that will create tax efficient cash flow for you and your family for the rest of your life?

A Path to Productivity



For some the word productivity brings on thoughts along the lines of budgeting, dieting or exercise. Perhaps they are worthwhile ventures, perhaps the result is something they want to achieve.

In my experience, most people stop at the prospect of some type of behavior change.

The goal does not seem doable, or the path seems so difficult, so filled with obstacles, that frustration sets in before make much, if any, progress is realized.


They get offered a great looking desert. (Well if I am going to eat a piece of cake, might as well eat the whole cake! or at least another piece.

Or, as they ponder the change they are looking to make all sorts of “reasons why not” come to mind.

They may feel they are too busy to tackle the task of working on their goals objectives.

Or now is just not the right time.

I have too much on my plate.

Or…. Fill in your favorite here __________________________.

These thoughts create feelings of frustration, inadequacy, along with other basically negative feelings.

(What are you thinking now? Are you thinking back to the last time you tried some kind of change?)

Here is a hint… Notice if you are feeling critical of yourself and your “efforts”.  The key word in that sentence is Notice. Observe yourself and your reactions. Are they helping or discouraging you?  (We will get back to this later).

I have a slightly different perspective on the word Productivity.

My definition revolves more around the feeling of satisfaction and how to create that feeling.

When I am engaged in the tasks that are leading me on a pleasant journey down the path of my vision, life is good.

That is the productivity I endeavor to engage in, and the productivity I teach.

When you engage in the activities you love, that use your abilities to their highest levels, you feel good, get more done, enjoy your work, people want to be around you. Thus, you repeat and engage in these activities more often!

Voilà , productivity has increased!

So now you may be thinking, “That is all well and good Jerry, but I __________________________________________________ (fill in the blank with your consideration or the obstacles that come up for you here).

How can I engage in activities that create satisfaction for myself daily?

Well, in my experience the answer is you might consider this exercise as a journey. This is not a “quick fix” but a process, or journey that begins with looking at what you do all day.

This is the first step along the path that will lead to a crystal clear vision of a future that will inspire and motivate you to continue along this new path.


So, you might be wondering, How do I get started on this path. I think this might bear exploring?

(I am so glad you asked!)

To get you started I am happy to share the first exercise to begin your journey.

Here is a link to an excel worksheet that you can use to look at the activities you engage in on a daily basis.

  • The idea is to just make a list of all the things you do.
  • Some you do daily, write those down. (be as specific as you can).
  • Some items you do periodically, write those down as well.
  • When you feel your list is completed, let it sit for a day or so.
  • Review it a few times and make sure it is complete.
  • If you are in doubt as to whether you should include an activity, the answer is yes. Write it down.

Now this is just step 1. There are more steps.

I am not trying to be secretive, but this process works best if you don’t know step 1a as you are doing step 1.

In the excel sheet you can download, there is an instruction page, followed by the actual worksheet.

  • In the instructions, you will find my email address.
  • Once you are finished with step 1, send me an email. (My info is in the excel sheet you can download above)
  • I will send you step 2 😊

If you would like to share your work with me so that we can collaborate on this work, and comment back and forth, let me know and I can send you a link to the same worksheet as a google document.

(If you have a Gmail address send your request via that email… that works the best with google docs, but is not necessary).

This can be the beginning of a wonderful, very satisfying journey for you.

It would be a  pleasure to be able to assist you in creating the results you desire!

Jerry Bergner

If you are interested, here is a link to explore the online class the flows from this first exercise.

Jerry Bergner is a productivity and life satisfaction coach. His company is Integrated Life and Financial Planning.  Jerry has been coaching since 2008.  His sweet spot is working with business owners and salespeople to assist them in focusing on the activities they enjoy and love to engage in while increasing their results and overall satisfaction at the same time.   Contact Jerry to book a consultative strategy session to learn how he can help you work toward your goals.