Episode 45: Reducing Your Taxable Income If reducing your taxable income is something you have been looking into but haven’t had the correct training on how to accomplish this then this episode is for you. Joe talks with Eric Brotman Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, …
Practice Makes Perfect: Practicing for Retirement While You’re Still Working Retiring is a huge life event, and it isn’t one that comes with many do-overs. You have to get it right the first time. Luckily, there are ways to prepare for retirement—and even practice it—to help ensure you’re ready when the day comes. Join Eric …
Episode 55: Redefining retirement with Eric Brotman Forget everything you know about retirement. Honestly, toss it out the window and then come back to listen to this episode. We’ve always looked at retirement as the absence of work. Somewhere along the way we’ve been conditioned to think that we work hard for as long as …
Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts. Bullet points of what is covered during the episode Talking about finances…
Financial Triage: How to Rescue Yourself from Debt Financial triage is something more people should do with their money. If we aren’t mindful of them, finances can get us frazzled! If somethings off with your money, you probably already know it. You know you have to do something but what is that something? Where do …
CEO Eric Brotman Reflects on Market Craziness & Provides Keys to Success This episode features Eric Brotman. Eric is the CEO of BFG Financial Advisors and has over 25 years of experience in financial planning. Eric brings a wealth of knowledge to this podcast as we discuss financial advisors, the changing investment landscape, new asset …
Downsizing in Retirement: The Do’s and Don’ts https://www.youtube.com/watch?v=-NQR2ZZET5A When you’re graduating into the next chapter in your life, there are going to be a lot of large changes you need to be prepared for. As an empty nester with children who have grown up and started their own families, and a retiree with less of …
As parents, it’s natural we want to help our children save for their futures and build financial literacy. Roth IRAs, when opened for minors, can be a great tool to get a headstart on wealth building. Read the Article
Episode 103: Don’t Retire…Graduate! – Interview with Eric Brotman Nate discusses a different thought process around retirement with author and financial advisor Eric Brotman. He discusses how retirement should not be a retreat away from something, but something we should choose to move towards in order to better our well-being. Eric’s Book: Don’t Retire…Graduate! Click here …
Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled. Bullet points of what is covered…
