Sara Lohse

Student Loans vs. Retirement Planning

What should be your priority?

Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and…

To Roth Or Not To Roth: Contribution Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com Without diving too deep, there are two basic types of IRAs and 401(k)s: traditional and Roth. While both have their benefits, determining which type is right for you is dependent on multiple factors, the biggest of which being your age. Should you be contributing to a Roth account at your age? Read

Money Matters Top Tips

Adam Torres interviews Eric Brotman, CFP®, AEP®, CPWA®, CEO of BFG Financial Advisors, President of Brotman Consulting Group & Podcast Host at Don’t Retire…Graduate! in this episode.

Financial (In)Security: The Pros And Cons Of The SECURE Act

Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they

The F Word

On today’s episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors. In today’s chat we will discuss: Gender Differences in Financial Planning: Does it matter? Estate Planning: Is it only for the wealthy? CFP® certification: Why it’s the designation of choice for

5-Minute Finance: When It Comes To College, Planning Is Personal

Published on AdvisorNews.com Kathleen Benjamin shares some useful strategies for using financial vehicles to help families plan for college, no matter where they are in life. Click here

Charitable Giving Isn’t Just For The 1%: How Millennials Can—And Will—Change The World

Published on  Forbes.com Best-selling author Arlene Cogen has taught people of all backgrounds, situations and socioeconomic statuses that giving back to the community isn’t as complicated as it seems—and isn’t just for the 1% Click here

Millennials Can Reach Retirement Early—If They Avoid These Mistakes

Published on Forbes.com Millennials are looking to gain financial independence much sooner than previous generations. But to do that, they need to avoid some major pitfalls that could derail their plans. Read Article

Finding Happiness and Success in Retirement with retirement consultant Art Koff

Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff.  During the episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into…