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 …
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….
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 …
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 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
With an election coming up and a second stimulus package being discussed, assuming that we’ll be seeing a change in taxes is a pretty safe bet. Tax changes can have a significant impact on lifestyle for retirees—but that impact can be minimized through proper planning. Read the Article
How to Graduate into Retirement Most people don’t have enough money to retire when they want to. In this show Eric D. Brotman reveals how to disregard retirement and focus on graduating instead. Eric shares his insider knowledge on how to achieve true financial freedom, no matter the stage of life you’re in now.
Asking the Right Questions with Lena Nebel On this show, we talked about managing both your right and left brain in regard to money, when budgeting is a bad thing, and how much time you should spend thinking about your future with Lena Nebel, CFP, MSFS and Director of Financial Planning at BFG Financial Advisors. …
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…
