Sara Lohse
More than Money: Using Your Estate Plan to Leave a Lasting Legacy
More than Money: Using Your Estate Plan to Leave a Lasting Legacy Your legacy is about more than the money you leave behind. Start rethinking your estate plan and how you can make a lasting difference in this one-hour webinar featuring Eric D. Brotman, CFP, and Jill A. Snyder, Esq. Download the Checklist
Are You Putting Too Much Faith In Your Robo-Advisor?
It’s Not Scary: Planning for Retirement in Your 20s
It’s Not Scary: Planning for Retirement in Your 20s When you’re in your 20s, retirement may seem like a lifetime away—something you may not need to plan for just yet. But is it ever too early to start preparing yourself for a future of financial independence? Absolutely not. The best time to start planning for …
Financial Planning Month: Saving for the future
It’s Time to Stop Complaining: Surviving and Thriving in a State of Collective Trauma
Baring it All: Embracing the Intersection of Your Mental Health and Money Journeys
Entrepreneurs on Fire
From Borrower to Business Owner: How to Leverage Debt to Secure Your Financial Independence with Eric Brotman Eric Brotman is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! Podcast AND author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. Top 3 Value Bombs:1. It is not morbid to protect …
Podcast Marketing Radio
Podcast Advisory for the Financial Advisor, with Eric Brotman If you’ve listened to a few episodes of Podcast Marketing Radio, you know that our goal is to help small business owners through the power of podcasting. Our guest for this episode, Eric Brotman, is the perfect example of how a business can be transformed when …
The Three Jar Method: Raising Financially Responsible Kids And Building Savings Habits Early
There are a million ways you can teach your children about money. I’d like to share the method I started with my own daughter that has not only encouraged her to start saving for her future early but inspired her to be charitable and led to some of the prouder moments I’ve experienced as a …




