Ending the Year Right: Last Minute Money Moves to Save You On Taxes We’re almost through 2021 and deadlines are approaching for certain tax-planning strategies. Join Cody Niedermeier and Eric Brotman, CFP, for a one-hour webinar that goes through multiple strategies you can take to save you on your upcoming tax bill.
Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is not a Grammy Award-winning singer songwriter, but he is a highly experienced investor who educates others on passive and alternative investing. Brian Adams is the president…
Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a visionary and pioneer in the personal finance industry. Holly Morphew is the CEO of Financial Impact and her journey to financial independence was truly a wild ride,…
Dollars and Sense with Eric D. Brotman, CFP®, AEP®, CPWA® Trying to make sense of the current financial landscape? Join us as we welcome CEO of The Brotman Financial Group, Eric D. Brotman, CFP®, AEP®, CPWA®, who brings a novel approach to growing older—that is, Don’t Retire…Graduate! If you have questions about investments or are …
Tips For Financial Literacy Financial literacy is a big word that means very different things to different people. Do personal finance courses or credit cards for kids actually teach usable long-term solutions? Gaby delves into the research on the topics. They then interview Sara Lohse, director of marketing for BFG Financial Advisors, about how she became …
Amplify Your Wealth to Make the World a Better Place with Eric Brotman, CFP® Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the “Don’t Retire… Graduate!” podcast, author of the “Don’t Retire… Graduate!” book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key …
Preparing for the Next Bear Market Eric Brotman is on Talking Wealth to discuss how you can prepare for the next bear market, how market downturns can affect you differently based on age, and what can be expected in the future.
Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions Whether retirement is still years away or right around the corner, there are important decisions that need to be made and vital steps that need to be taken. Join Cody Niedermeier and Kathleen Benjamin, CFP, for a FREE one-hour webinar that covers …
Timely & Timeless Advice with Eric Brotman Enclosed the insights Mr. Brotman brings to the subject of legacy: 4:58 “It’s important to have an advocate re: conflicts of interest” 6:52 Creating affluence and joy in multiple generations 9:00 A head start from his parents with their foresights and a Whole Life Insurance Policy 14:37 Millennials …
Building a Path to Financial Freedom and Retirement at Any Age In this episode of Living The Retirement Lifestyle we have as our guest Eric Brotman financial advisor, wealth manager, mentor, author and host of the podcast Don’t Retire…Graduate! He’s been advising his clients on investing, risk management, retirement, and financial planning for over 25 years …
