Sara Lohse

Work-at-Home Heroes

Steps to Financial Freedom With Eric Brotman Eric Brotman, the CEO of BFG Financial Advisors, looks back on how he started his business and what he has learned about financial advisors over time. Concerned that many people do not have any financial education, he created a resource, “Don’t Retire… Graduate!” as a free guidebook for

What Comes Next: Understanding the Legal Process After a Loved One Dies

Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes. Bullet points of what is covered during the…

Hack Your Budget: Simple Steps for Saving Money and Paying Off Debt

Saving money and getting out of debt can be hard, but with the right tools, strategies, and guidance, it is possible. Join BFG Financial Advisors and Budgets Made Easy for a one-hour webinar that gives you actionable advice and simple steps to help you reach your financial goals.

Millennial Money

Build Your Path to Financial Freedom & Retirement At Any Age | Eric Brotman Let’s talk about the “r” word – retirement. It’s going to look a lot different for you and me than it did for our parents and grandparents, and that’s a good thing. What does this mean to you? Well, it means

Grow Your Business and Grow Your Wealt‪h‬

Eric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial Advisor‪s‬ Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don’t Retire…Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years.

Life insurance can be used before death

https://www.youtube.com/watch?v=FGODu70h11M Eric Brotman, CEO of BFG Financial Advisors, discusses life insurance policies.

Just Say Yes: Getting Out of a Routine and Embracing New Experiences

Eric is joined by Heidi Herman to talk about how removing the pressure of work and routine can help you spread more living onto your everyday life. Bullet points of what is covered during the episode A 94-year-old woman’s journey through a life of…

Capital Gains Tax Solutions Podcast

How To Avoid Paying Capital Gains Tax? Freedom From Your Fear Of Selling With Eric Brotman ‬ “The most rewarding part of what I do is seeing the positive outcomes and positive outcomes for us and our clients aren’t necessarily investment returns or something quantitative, their life moments they’re being able to retire with dignity

Then Comes Marriage: How to Merge Your Financial Lives

https://youtu.be/5o7axDkpBzc Planning a wedding? Looking to get engaged? Newly married? Join Cody Niedermeier and Lena Nebel, CFP®, for a webinar that will help you check all the boxes and merge seamlessly into a marriage with shared finances. Learn what should be titled jointly, what should stay separate, and if a prenuptial agreement is a good

Recession Proof Your Retirement Podcast

Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotma‪n‬ On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the financial journey.