Beyond The Numbers

Building Your Financial Dashboard for a Life Without Regrets

Are You confident You're on Track for Retirement, Or Just Hoping You Are?

Even Successful professionals can feel unsure about their financial future.
This book shows you how to eliminate blind spots and make decisions with clarity and confidence.

Get Your Complimentary Digital Copy

Amazon #1 Bestseller in two categories

Retirement Planning and Financial Services

What This Book Will Help You Do

Stop Flying Blind with Your Financial Future

You're earning well, saving responsibly, and making smart decisions—but are you truly on track for the retirement you want?

Many high-earning professionals feel anxious about whether they're missing something.

"Beyond the Numbers" gives you a clear, visual framework to understand your entire financial picture.

This approach resonated with readers, making Beyond the Numbers an Amazon #1 Bestseller in Retirement Planning and Financial Services.

What You'll Learn

How to see complete financial situation in one place using the Financial Dashboard
Whther you're on pace for retirement—and what adjustments to make if you're not
How to simplify investment,tax,insurance, and income decisions
How to avoid the most common blind spots that derail otherwise successful professionals
Practical strategies for Social Security, Medicare, Estate planniing and Retirement income
How to move for financial worry to confidence using a proven,6-step planning process

Who This book Is For

Professionals in their peak earning years
Individuals or couples approaching retirement
Dual-income households juggling competing goals
Business owners and executives with complex financial lives
Anyone who is financially successful yet unsure whether they're missing something important

Stop Flying Blind

Welcome to my video series highlighting strategies from my book, Beyond the Numbers. Let me know what resonates with you and find out more at : https://www.youtube.com/@StopFlyingBlind

As featured on

Starting over at 50 Podcast
with Gabe McManus

Host Gabe McManus sits down with financial planner and author Bernd Steinebrunner to talk about what it feels like when every dollar is already spoken for and you still don't know if you're doing it right. They explore building a financial dashboard, having tough money conversations with your kids, and why your gut matters just as much as your spreadsheet.

^{Disclaimer:
Bernd Steinebrunner Financial Advisor, Author, was a guest on The Welcome to starting over at 50 podcast, Hosted by Gabe McManus. Gabe McManus & The Welcome to starting over at 50 podcast are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Gabe or the podcast is in no way related to Cetera Wealth Services, LLC or its registered representatives. The opinions contained in this material are those of the Host & guests, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC, cannot guarantee or represent that it is accurate or complete.}

Listen to the episode

The Influential Advisor
with Paul McManus

In this episode, Gabe McManus sits down with Bernd who 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?"

^Disclaimer:

^{Bernd Steinebrunner Financial Advisor, Author, was a guest on Influential Advisor podcast, Hosted by Paul McManus.Paul McManus & The Influential Advisor podcast are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Gabe or the podcast is in no way related to Cetera Wealth Services, LLC or its registered representatives.The opinions contained in this material are those of the Host & guests, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC, cannot guarantee or represent that it is accurate or complete.}

Listen to the episode

Josh B. – Client / Owner, Baesler Studio

“Beyond the Numbers brings clarity to financial planning by showing how investments, taxes, retirement, insurance, and estate planning connect—using a helpful ‘financial dashboard’ view of the big picture. A valuable read for professionals, business owners, and anyone who feels financially responsible but wants reassurance they’re truly on the right path. Highly recommended.”

Bud C. – Client, retired Metropolitan Fire Chief

“Beyond the Numbers is heartfelt and authentic—Bernd’s values of integrity, kindness, and putting people first shine through every chapter. He makes complex financial topics human, relatable, and truly empowering.”

Kevin D. – Client, retired CEO

“If you’re new to financial planning or have never worked with an advisor, this inspiring read makes the process easy to understand—informative, engaging, easy to follow and a clear reminder of the value a good financial advisor brings.”

Chris B. – Client, retired CEO

“Beyond the Numbers offers a clear, approachable overview of key financial decisions—from 401(k)s to deferred compensation and HSAs—in a way that makes the complexity feel more manageable. It’s a helpful resource I’d gladly share with my own adult children as their financial lives grow more involved.”

“Doreen M. – Client, Clinical Research Consultant”

Broad Applicability Across Life Stages
“This book does a great job of meeting people where they are, whether they’re early in their careers, mid-stream, or thinking about retirement. It explains financial planning in easy terms and is very readable. It encourages readers to think intentionally and be more prepared in using and managing their money over time.

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