Episode Details

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 Management in Costa Mesa, California. Bernd walks us through the core ideas behind his new book, Beyond the Numbers, and shares the framework he uses to take successful professionals from financial anxiety to real clarity. From understanding your personal values before touching a single spreadsheet, to building a financial dashboard that functions like a crystal ball for your future — this conversation is practical, personal, and full of real client stories that will resonate with anyone who's ever wondered, "Am I actually on track?"

About Bernd Steinebrunner

Bernd Steinebrunner is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner at Parliament Wealth Management and Insurance Services in Costa Mesa, California. With a background in software engineering and telecommunications — including 18 years in executive roles — Bernd brings a uniquely systematic approach to financial planning. He has been helping clients with comprehensive financial planning for nearly 20 years and is the author of Beyond the Numbers: Building Your Financial Dashboard for a Life Without Regrets, an Amazon #1 bestseller in multiple categories.

What We Cover

• Why even high earners who "do the right things" end up flying blind — and the specific mindset that keeps them stuck
• Why Bernd starts every financial planning engagement by exploring personal values before looking at any numbers
• The six-area financial checklist — from cash flow and protection all the way to estate planning — and why missing even one area can cost you dearly
• What a financial dashboard actually is and how it gives you the ability to test financial decisions before you make them (including what that Porsche will really cost you long-term)
• How Bernd helped a client named Thomas see he could retire at 65 instead of 70 — and why that discovery changed everything
• Why having a solid plan means nothing without accountability — and how Bernd acts as a CFO for clients who are the CEOs of their own lives

Resources Mentioned

• Beyond the Numbers: Building Your Financial Dashboard for a Life Without Regrets by Bernd Steinebrunner
• stopflyingblind.com — get a complimentary electronic copy of the book

Connect with Bernd Steinebrunner

• 🌐 parliamentwealth.com
• 💼 LinkedIn
• 📧 bernd@parliamentwealth.com
• 📞 (949) 471-5827

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