Sara Lohse

Design Your Legacy

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

Living the Retirement Lifestyle

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

The Joy of Saving: Strategies to Get You Excited About Saving Money

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a true celebrity and has made a career out of helping consumers save money. Jeanette Pavini is an Emmy-award winning reporter and author who talks about the money mindset…

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?

The landscape of the financial planning industry is changing rapidly with the growth of technology, but can a computer algorithm or a mobile app replace the need for financial advisors, or is there still value in a traditional financial advisory relationship? Read the Article

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

https://www.youtube.com/watch?v=ambf_C84CQo Eric Brotman of BFG Financial Advisors, explains how to save for the future during Financial Planning Month. Register for the webinar discussed here.  

It’s Time to Stop Complaining: Surviving and Thriving in a State of Collective Trauma

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a behavioral strategist, business coach, author, and host of the Other Side of Potential podcast. Sharon Spano has a Ph.D. in human and organizational systems and is here to…

Baring it All: Embracing the Intersection of Your Mental Health and Money Journeys

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a money coach and mental health blogger who is joining us for a very special episode in honor of World Mental Health Day. Chloe Daniels of Clo Bare Money Coach goes deep…

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