In this episode, Eric discusses the Dos and Don’ts of downsizing in retirement with residential real estate agent Tina Beliveau. In this episode: Tips for first-time homebuyers Why you should consult with a real estate agent before taking any next…
Published on Forbes.com Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family. Read Article
Published on Forbes.com Planning for a marriage doesn’t end at the wedding planning. You’re no longer planning your finances independently. Making sure you’re prepared to retire as a couple means starting to think about your financial situation even before you put on the rings. Read More
In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find…
Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create…
In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children,…
In this episode, Eric Brotman and his guest, Kathleen Benjamin, discuss how to prepare for Act 2 career and what to do professionally in retirement. In this episode: You’re graduating – what do you want to be when you grow up? Life after…
Published on Forbes.com Paying taxes isn’t something anyone wants to do, but it is unavoidable. Especially for millennials, understanding the proper way to file taxes can save you a lot of money and therefore increase the amount you’re able to put away for retirement. Read Article
BiggerPockets Money Podcast Description: In today’s episode, Eric Brotman discusses his top 6 ways to reduce taxable income. Eric dives deep into each of these 6 methods, taking time to explain the ins and outs of each one and sharing how to maximize their benefits—both now and for your future. It’s a new year, and “get my finances …
Informed Decisions with Paddy Delaney Description: Welcome to Ireland’s only dedicated and straight-talking Personal Finance & Financial Planning Blog. We are on a mission to make a positive difference and to help people take control of their finances in a meaningful way. This week we are joined in conversation with Eric Brotman from US-advisory firm Brotman …
