Sara Lohse

Post Covid-19, Here’s How Americans Are Saving For Healthcare In Retirement

A recent study investigated how Americans from different age groups and income levels were preparing not only for retirement, but for the future expenses of health care, and the results were alarming. Read the Article

The Money Mindset

How to Turn This Financial Crisis into a Financial Win “Eric Brotman, CFP, gives his strategies for turning this financial crisis and recession into a financial win for your family. Resources mentioned in this episode:Free Budget Spreadsheet: https://leads.budgetsmadeeasy.com/budget-sheet“

Life Advice From A Financial Advisor: Get A Side Hustle

The concept of a side hustle is not new, in fact its highly prevalent among the millennial generation. However, there has never been a better time to have a side hustle than right now—no matter your age. Here’s why. Read the Article

HSAs And FSAs: The Differences And Benefits, Explained By A Financial Advisor

In the U.S., healthcare is a huge expense for individuals and families and is only expected to grow in the future. For this reason, there are tax-advantageous resources available that allow to pay for healthcare-related expenses in a more affordable way. Read the Article

Millennial to Millionaire

Listener Q&A w/ Eric D. Brotman “On this episode I have Eric Brotman come on the show and answer listener questions. Literally a wealth of knowledge and I think he’s the funniest guest I’ve ever had. Lots of gems in there and I am so excited for you to hear them.”

Tax Engineering: Finding Ways to Defer Capital Gains Tax to Save Money

In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations.  What is covered during the episode How debt is worsening…

Dear High School Seniors: It’s Time To Consider A Gap Year Thanks To COVID-19

For the senior class of 2020, finishing high school has been something out of the twilight zone thanks to the coronavirus pandemic. While a lot of you are now deciding which school you want to attend, I’d like to present a new question: should you attend this fall? Read the Article

I’m 40 And Haven’t Started Saving For Retirement. Is It Too Late?

Ideally, saving for retirement is something you start as soon as you start your career. But that’s not always possible. For a lot of people, cash flow just doesn’t allow for substantial savings earlier in life. Maybe you were paying off student debt, or funding a wedding, or simply trying to get by with the

Being A Millennial May Pay Off Thanks To COVID-19

While the global effect of the coronavirus is undeniably tragic—from the heartbreaking death tolls to the anxiety-inducing market drops—it is important to try to find a silver lining. Is there anything good that can come from this? Read the Article

Tax-Efficient Ways To Save For The Future

For anyone trying to save money, getting started can be the hardest part. Before you start, there are two important things I want you to understand: why you’re saving money and how you can do it with specific goals in mind. Read the Article