As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
Building a Path to Financial Freedom with Eric Brotman Positioning yourself for financial freedom early on in life is the best way to do it, and creates a greater chance of success. However, this can be done at any age through discipline and planning. Certified Financial Planner Eric Brotman has written several books on the …
Don’t Retire… Graduate! Eric joined the Truly Fit podcast to talk about turning retirement into a graduation.
Don’t Retire… Graduate! with Eric Brotman Shellee and Eric discuss: – Financial literacy is not taught in school and young adults don’t understand the concept of how much the cost of living is. – It is hard to teach kids the concept of earning and saving money. – Things you can do as a parent …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
New Year, New Money Habits: Setting Financial Resolutions for 2023 Begin the new year on the right foot. Find out what goals you should be setting and learn methods for reaching them with Certified Financial Planner practitioner Eric Brotman and Accredited Financial Counselor Sara Lohse. Complete Your Extra Credit Enroll at Retire U to master: …
Don’t Retire… Graduate! with Eric Brotman Take away: Getting to financial independence is an incredibly wonderful goal Action step: Take inventory, and figure out where you are. Money Learnings: Eric has no real financial training learned from school. They also did not talk much about money as he was growing up. Bio: Eric D. Brotman, …
Making Your Money Work For You: Turning High Income into a High Net Worth A high salary does not always lead to a high net worth–but it can! Learn the behaviors and habits that will help you build wealth and get on track towards reaching financial freedom.
Eric Brotman is the Only Man in the Room Eric Brotman joined Laura Cathcart Robbins to share his story as the Only Man in the Room. Listen to the episode to hear about his experience with a women’s-only networking group and how he’s built his company to be more than a traditional financial planning firm. …
This Ain’t Your Grandparent’s Recession How does today’s down market compare to the past? Can we learn from the pain others endured during historical downturns? While it always makes sense to avoid mistakes in the past, our roundtable team also today throws the caution flag: beware reading too much into current events that don’t necessarily …
