Sara Lohse

Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There

In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it.  What is covered during the…

Unemployment Due to COVID-19

What to Do Now and What to Expect for Retirement

Wildly Wealthy Life

Family Financial Matters: What Matters With Eric Brotman In its own ways, family financial matters are among the most difficult kinds of financial matters to navigate successfully. With family, there are a lot of curves you have to navigate, and lessons to teach, especially when you have children around. Lee and Kat Hughes interview Eric

COVID-19 Crashed The Market, Now What Should I Do?

Published on Forbes.com While we’re encouraging everyone to be patient and avoid panic-selling everything and knee-jerk reactions, there are a few ways you can take advantage of the current state of the market and create opportunities for your financial future. Read Article

Money Savage

Career Graduation with Eric Brotman On this show, we talked about the important role reframing plays in successful retirement planning, why you need to have a plan to retire happily, and how to get started with Eric Brotman CFP, AEP, CPWA, CEO of BFG Financial Advisors and host of the Don’t Retire…Graduate podcast.  Listen to

Millennial to Millionaire

Special Guest Episode: Good News and Bad News w/ Eric D. Brotman Hello and welcome to a Special Guest episode of the Millennial to Millionaire Podcast! Today I have Eric D. Brotman joining us. He is the CEO of BFG Financial Advisors and has a career longer than the years I’ve been alive. Committed to

Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes

Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. During the episode: The financial and emotional…

How COVID-19 May Impact Your Retirement Planning

Published on Forbes.com The world has been in a panic since the outbreak of coronavirus, causing almost unprecedented market volatility. Here is my advice on how you should react to the current state of the market, based on your retirement schedule. Read Article

To Roth Or Not To Roth Part 2: Conversion Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com In our last article, we discussed how different generations might view contributions to traditional IRAs and 401(k)s versus Roth IRAs and 401(k)s. Now, we’re looking at how conversions work and who might benefit most by converting traditional retirement accounts into Roth retirement accounts. Read Article

Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what…