Sara Lohse

Escape The Clock: How to Become Financially Free and Have the Option Not to Work

Most people treat retirement like a finish line, only to find themselves struggling with a crisis of identity and purpose once the work stops. Eric Brotman joined Daniel Rodgers on the Escape the Clock podcast to talk about why we need to change our vocabulary to change our outcome. Eric explains why retirement should be

I’m Single, Now What? Rebuilding Your Financial Life After Loss or Divorce

Lena Nebel, CFP®, was a guest on the Ask Good Questions podcast to talk about being a woman in the financial planning industry and how women can take control of their finances after a divorce or loss of a spouse.

Why Side Hustles Matter: Lessons in Career Reinvention with Sara Lohse and Eric Brotman

https://youtu.be/Oj3qpPiaW4o Welcome back to Diary of a Financial Advisor! Today, I’m excited to bring you a truly special episode as we dive into the often-overlooked world of side hustles and how they can transform your professional journey—and even your identity. I’m joined by a remarkable guest, Sara Lohse: a storyteller, marketer, and founder of Favorite

Artificial Intelligence and Economic Trends: Risks and Opportunities for Investors in the Age of AI

https://youtu.be/AlNnqwYdM5c Welcome to our 2024 Wealth & Wellness Webinar Series, hosted by BFG Financial Advisors! In this engaging and insightful episode, CEO Lena Nebel and Chief Investment Officer Claudia Glover are joined by keynote guest Kara Murphy, Chief Investment Officer of Kestra Investment Management. Together, they unpack the hottest topics in finance and investing —

The Best of the Best: A Look at Our 2026 Honor Roll Inductees

Welcome back to Diary of a Financial Advisor! Now a webinar series, Eric Brotman and Hannah Dennis kick off season seven by celebrating the podcast’s very own “Honor Roll.” Together, they take us behind the scenes, sharing how they selected the top episodes from years of empowering conversations—basing their choices not just on popularity, but

2026 Honor Roll: BFG University Webinars

As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the content that we’ve put out over the years. Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in no particular order): 2026 Honor

2026 Honor Roll: Don’t Retire… Graduate! Video Episodes

As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the first six seasons and celebrate some of our favorite episodes over the years.  Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in

2026 Honor Roll: Don’t Retire… Graduate! Audio-Only Episodes

As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the first six seasons and celebrate some of our favorite episodes over the years.  Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in

New Year, New You: Choosing the Financial Partner You Need to Thrive in 2026

https://youtu.be/N0nX8II5nuU Welcome to our insightful webinar, “New Year. New You: Choosing the Financial Partner You Need to Thrive in 2026,” hosted by Eric Brotman of BFG Financial Advisors, with special guest Germaine Foley, a certified life and money coach. This interactive session offers insights on how to select the right financial coach or advisor, understand

Merge Ahead: The Roadmap to Strategic Acquisitions, Succession Plans, and Internal Equity Transfers

https://youtu.be/s0NIetcivbg Eric Brotman was a featured speaker at the Million Dollar Round Table’s 2025 Edge event in Austin, Texas.  Session Overview If you’re running a solo practice or are part of an ensemble firm waiting to grow through referrals alone, you’re already behind. Strategic acquisitions offer a powerful path for newer advisors ready to scale