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. Read the Article
Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness. Bullet points of what is covered during the episode How retirement can adversely…
The day you retire, a weight on your shoulders seems to remove itself as you no longer need to work to survive. But, among the bliss that is your 20-year vacation, there is a list of risks that retired individuals face more now than when they were working. Read the Article
Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up. Highlights: …
Things to do BEFORE an Exit Event to Make Sure You’re Ready BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S. Questions we addressed: What are some of the steps that business owners can take in advance of a potential exit event? What are some …
In a perfect world, everyone would have an in-depth understanding of their finances, and a financial professional in their corner helping them through the big decisions. But, if you had to choose one, which is more important: financial literacy or a good advisor? Let’s explore the options. Read the Article
Don’t Retire…Graduate: Redefining Retirement and Starting Your Own Podcast with Eric Brotman Financial Professional, Eric Brotman, reflects on his experience as a financial professional, how starting his podcast “Don’t Retire… Graduate” has helped him become an influencer in his field, and the keys to his success. https://www.youtube.com/watch?v=Xt-SufqkhOk
Every employer—at least every good one—cares about the wellbeing of their employees. Outside of the basic health insurance and 401(k)s, many companies also offer wellness programs to encourage fitness amongst their staff, but what about an employee’s financial wellness? Read the Article
No matter where they live, what they did with their lives, or how much money they have, there are three things I have observed over my career that happy retirees have in common. The good news is, these are things you can plan for. Read the Article
Eric is joined by retired Navy veteran Doug Nordman to discuss how military families can take advantage of the financial resources provided for them and how you can raise a money-savvy family. Show notes & more:
