https://www.youtube.com/watch?v=WDCPdENMgDo Advancing to The Next Chapter of Your Life Eric Brotman joined Rob Genovesi to discuss how to navigate personal and professional transitions into new chapters of life. The conversation centers around rejecting outdated views of retirement and embracing the idea of lifelong advancement. Eric and Rob dive into strategies for staying relevant in a …
https://www.youtube.com/watch?v=5cpw8D1hOhQ The Kids are Off The Payroll: Money Moves for Empty Nesters Lena Nebel, CFP®, joined Linda Grizely on “Real Money, Real Life” to provide insight into the unique financial and emotional landscape faced by empty nesters. This episode explores what happens when the time, energy, and money once devoted to children start to shift …
https://youtu.be/8wVsAg45f6U?si=z2cp2cu1Jtdnn_58 Love and Loss Later in Life: A Financial Guide to Marriage, Divorce, and Widowhood after 40 Join this in-depth quarterly webinar from BFG Financial Advisors—hosted by experienced advisors Lena Nebel, CFP®, and Claudia Glover, CFP®, CIMA®—as they tackle the complex financial transitions that often accompany love and loss later in life. This educational session …
Click to Watch the Webinar Eric Brotman and Move Health led a comprehensive webinar on Medicare options, explaining the differences between Traditional Medicare and Medicare Advantage plans while highlighting their respective benefits and limitations. The session provides detailed coverage information for Medicare Parts A and B, including premiums, deductibles, and coinsurance, and discusses the importance of …
https://youtu.be/Qb4XrTD96Dc Helping Young Professionals Navigate the Challenges of Launching Their Careers Entering the workforce after college has never been more complex. Today’s young professionals face a rapidly changing job landscape, evolving expectations, and often, a gap in support exactly when they need guidance most. In a recent BFG Financial Advisors webinar hosted by Eric Brotman, …
Eric Brotman was a guest on this episode of the Real Money, Real Life podcast to unpack why retirement feels empty for so many people—and what to do instead. If you’ve spent decades working toward retirement, only to realize you’re not sure what comes next, you’re not alone. This conversation challenges the idea that retirement …
Claudia Glover, CFP®, Chief Investments Officer and Chair of the Investments Committee at BFG Financial Advisors, joined host Bonita Bell-Anderson for a thoughtful discussion about what’s shaping the next generation of financial advisors. Claudia shared insights from her leadership experience, reflected on her personal journey in the industry, and addressed why women advisors are increasingly …
https://www.youtube.com/watch?v=gI_01yBR5jM Welcome back to Diary of a Financial Advisor! In today’s episode, I’m excited to welcome a very special guest: Jennifer Palumbo, our Client Relations Associate at BFG Financial Advisors. Since joining in 2015, Jen has become the beating heart of our client experience, often serving as the first point of contact and an ever-present …
https://youtu.be/sFfeCA8YHnI Welcome back to our Diary of a Financial Advisor webinar series, where we take you behind the scenes to reveal how our BFG Financial Advisors team connects current events in financial planning to our professional journeys and passion for community impact. I had the pleasure of sitting down with Amanda Pancake, Director of Community …
https://youtu.be/pd_BRv8UJ3k Welcome back to Diary of a Financial Advisor! In today’s episode, we dive into a powerful intersection of professional leadership, personal passion, and philanthropy. I’m joined by a remarkable guest: Lena Nebel, CEO of BFG Financial Advisors. Lena Nebel is a trailblazer in the world of financial planning, known for her dedication to serving …
