Sara Lohse

The Wealth Gap Widens: COVID-19’s K-Shaped Recovery

There has been a lot of conversation for months about how our economy is expected to recover from the coronavirus pandemic. Nobody had expected the ongoing effects of the virus that have held our economy hostage since the beginning of 2020, but we’re now looking at a K-shaped recovery. Read the Article

How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement

It’s time to talk about what may be the best-kept secret when it comes to saving money on taxes: Health Savings Accounts. The benefits of this account are so great that it almost feels like the IRS made a mistake and wouldn’t want us to know about it. Read the Article

Gap Years For College Students Can Increase Job Prospects, Study Shows

Due to the COVID-19 pandemic, school isn’t taking a traditional route, and going off course for a year can help preserve the coveted college experience that high school seniors look forward to. But is it possible that a gap year can also make you more hirable? Read the Article

Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track

Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial…

The Whole Person Podcast

https://youtu.be/S7Il_WMotSs Simple Steps to Achieve Financial Freedom (Through COVID-19 Pandemic) with Eric Brotman FAre you looking for simple steps to achieve financial freedom? The COVID-19 pandemic may have left you with more stress and less financial freedom. In today’s episode, we are joined by special guest, Eric Brotman, CEO of BFG Financial. Eric shares actionable

Merging Your Practice

How to find the right partner for your business. By Matt Pais Maybe you don’t want to manage people anymore. Maybe you don’t want to be responsible for overseeing your practice’s books or administrative tasks. Whatever the reason, it’s not unusual for advisors to be ready to sell their practice not because of retirement, but

What Do You Want to Do Next?: Continuing Your Career Past Retirement Age

Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older….

Hack Your Wealth

How to use whole life insurance to avoid taxes and grow wealth A while back, an acquaintance told me: “I don’t put my money in a bank where it earns no interest. I put it in life insurance, where it has the stability of a bank but earns 5%. I then leverage my life insurance

Finance and Business

Ask Brien – Finance and Business – August 27, 2020 Posted by: Patrick Swieca in Podcasts August 28, 2020 – 8:40 am 0 58 Views   Hosts: Brien Johnson and Traci DeForge Topic: Finance and Business Guest: Eric Brotman Ask Brien Radio Show airs weekly on Thursday from 1 PM – 2 PM on KHTS AM 1220. On this episode of the

Sandwich Generation Faces Caregiving Challenges

Sandwich Generation Facing Caregiving Challenges The sandwich generation has it tough in the best of times. The pandemic has made it even tougher. Check out this article from Kiplinger that features insights and advice for the sandwich generation from BFG CEO Eric Brotman Read the Article