Sara Lohse

Defeating the Villains: How to Save Your Retirement and Financial Plan from Devastation

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode has been teaching retirees and pre-retirees how to preserve their assets and increase their income for twenty years. Patrick Strubbe is the author of Save Your Retirement from…

How Introducing New Benefits Can Improve Office Morale

I’ve owned a business for about 20 years, and time and again, I’ve learned that nothing is more critical to our success than happy and engaged employees. Here are a few ideas for how to keep your employees happy, despite the uncertainty we’re all facing during this ongoing pandemic. Read the Article

Ending the Year Right: Last Minute Money Moves to Save You On Taxes

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.

Finding Alternatives: Using Commercial Real Estate and Private Equity to Reach Your Financial Independence Goals

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…

Simple Wealth: How Your Mindset and Core Values Can Grow Your Wealth

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,…

Aging GreatFULLy

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

Bad with Money

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

The Healthy Happy Human Podcast

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

Talking Wealth

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

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