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 …
Eric Brotman joined Jeremy Keil on the Retire Today podcast for an in-depth conversation on retirement planning, contrasting their approaches and philosophies. Jeremy, the author of Retire Today, advocates for preparing to retire now with a clear master plan, while Eric, author of Don’t Retire, Graduate, emphasizes the value of financial independence and continued engagement. …
https://youtu.be/ML2SmrQg1yg Welcome back to Diary of a Financial Advisor! In today’s episode, we’re tackling an often overlooked—but extremely important—aspect of personal finance: estate planning. Joining me for this conversation is our frequent guest, Kobe Bolanos, an advisor with BFG Financial Advisors who brings tremendous energy and advocacy for financial literacy. Kobe’s background includes experience in …
Eric Brotman returned as a guest on the Retirement Tax Services Podcast to dig into a phrase we throw around all too often: “Don’t let the tax tail wag the dog.” But what does that actually mean in the real world, especially when contemplating major life decisions like where to spend your next chapter or when …
Most people treat retirement like a finish line, only to find themselves struggling with a crisis of identity and purpose once the work stops. Eric Brotman joined Daniel Rodgers on the Escape the Clock podcast to talk about why we need to change our vocabulary to change our outcome. Eric explains why retirement should be …
Lena Nebel, CFP®, was a guest on the Ask Good Questions podcast to talk about being a woman in the financial planning industry and how women can take control of their finances after a divorce or loss of a spouse.
