Eric Brotman, CFP, and Marianne Oehser, Certified Retirement Coach, host this free webinar to discuss what three things the happiest retirees have in common and how you can start planning for it now.
Alumna Lena M. Nebel, CFP, MSFS discusses employee benefits and 401K information with the York College of Pennsylvania community.
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life.
According to a new study by UNest, there is a trend among parents of young children (17 and younger) to prioritize saving for their children’s future over their own. The pandemic has caused a change in our financial priorities, with children taking the lead by a landslide. Is this a good thing? Read the Article
I talk a lot about Roth 401(k)s and IRAs in articles, podcast episodes, and even client meetings. Generally, that message is for someone in their early 20s who is new to the corporate world and probably not making a lot of money. Is it still a good option for those who are in higher tax …
Student loans are a huge problem in our country, but pensions are becoming less common and the Social Security system is seeing worsening problems. Retirement planning is shifting from the three-legged stool model to the YOYO model–you’re on your own. So how do we know what to prioritize? Read the Article
Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and…
Nearly everybody has a checking account—according to a NextAdvisor survey, 79% of U.S. adults have one. They’re a foundational money management tool, so it’s important to get started on the right foot. Lena Nebel was asked why a checking account is so important and what you should know before opening one. Read her responses in this …
Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them.
https://www.youtube.com/watch?v=9q1yzW7BuU0 Understanding Stock Market Trends and Graduating into a Comfortable Retirement In Eric Brotman’s new book Don’t Retire, Graduate, he explains how you can build a path to financial freedom at any age. He takes you through the process of getting to Retirement University as though you were going to undergraduate school, going from Freshman …
