Sara Lohse

The Fiduciary Standard: What Is It and Why Does It Matter?

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.

Management Blueprint

Give Your Stakeholders a Say with Eric Brotman Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits

The Lubar Executive Education Podcast

How to Advance Into Retirement Seamlessly In this episode we talk with Eric Brotman, CEO of BFG financial advisors, and host of the podcast Don’t Retire….Graduate about not only the importance of achieving financial freedom but advancing into retirement seamlessly. During our discussion we talk about: the concept of graduating instead of retreating into retirement how to

Invest2Fi

Episode 77 – FIRE Movement: The Path To Financial Independence With Eric Brotman Financial Independence is not an easy feat to conquer because money is always accompanied by shame. When you don’t have enough, you are ridiculed; when you manage to get by, you are embarrassed by people who think you make more than you

Find Your Voice, Change Your Life

From Blending in to Standing Out Today, I interview Eric Brotman who was very entertaining in childhood. He loved doing standup comedy or singing, always mimicking his favorite stars. He enjoyed putting on a show for his friends and family, goofy and carefree. But he never actually used his own voice or his own style

5 Personal Finance Books to Read in 2022

I wrote a very similar article back in 2020 with a list of five books I thought everyone should read. I stand by each and every book I chose for that list, but with so many new personal finance books coming out each week, I thought it was time to add some of my newer

Passive Money, Honey: How Passive Income Streams Can Help You Retire Early with Rachel Richards

Welcome back to Don’t Retire… Graduate! Today’s guest has had an amazing journey that led to retiring at age 27. Rachel Richards is the best-selling author of Money Honey and Passive Income, Aggressive Retirement and is here to tell her story…

Stacked: Super Serious Stories About Careers, Crypto, and Getting Rich Quick with Joe Saul-Sehy

Welcome back to Don’t Retire… Graduate! Today’s guest is podcast royalty: the host of the Stacking Benjamins podcast Joe Saul-Sehy! Joe is here to talk about his latest book, Stacked, his take on the real estate and cryptocurrency crazes, and…

Common Expenses We Don’t Think To Budget For (But Should!)

There are a lot of expenses that, although they are common and, in some cases, annual, we don’t think to plan for them in our budget. Here are a few I think you should work into your budget this year. Read the Article

The Marcus Garrett Show

How to Survive a Market Crash: The 4 Percent Rule Works Great Until It Doesn’t ft. Eric D. Brotman, CFP, AEP, MSFS https://youtu.be/dFpyArG7yjkhttps://youtu.be/8O71D2NNtuE