Eric Brotman joined Jasmine Trocchia on the IRA Cafe podcast to explore the intricacies of financial planning, the importance of continuous learning, and the evolving landscape of financial advice. Eric introduces his latest book, “Don’t Retire Graduate,” a guide designed to help readers achieve financial independence through a relatable, first-person narrative that emphasizes fun and …
https://youtu.be/JRz1gZyH8b0 Are you looking to maximize your philanthropy while minimizing your tax burden? Join Eric D. Brotman, CFP®, CAP®, Manny Essien, CFP®, and Chris Vaughan, Vice President of Stevenson University, for an insightful discussion on powerful, tax-smart strategies. Discover how you can make a meaningful impact by supporting organizations like Stevenson University, while reducing your …
Join BFG Financial Advisors and HWK Law Group for an impactful webinar on Maryland’s evolving tax landscape and how potential changes in 2025 and beyond could impact residents across our state. Hosted by Eric Brotman, CFP® and Nicole Hewitt, Esq. this session will explore key tax topics, including: Income Tax Landscape – What adjustments may …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re focusing on a specific group of people: HENRYs, or High Earners, Not Rich Yet. Joining us on the podcast today is Jude Wilson, Chief Financial Strategist at Centrist Financial Strategies. With over 25 years of experience, he specializes in retirement income planning and tax reduction …
Eric Brotman was a guest on the Buried in Work podcast with Adam Zuckerman to share his perspective on reimagining retirement as a vibrant new chapter in life. In this episode, Eric and Adam explore the paradigm shift of viewing retirement not as an end, but as a beginning—much like a graduation. Eric shares his …
https://youtu.be/PxSofoUv_gY Welcome to our latest webinar featuring Yanni Niebuhr, CFP® and esteemed business advisor Troy Brown, Esq. Join us as we navigate the journey of transforming business ideas into a thriving reality with a focus on legal and financial strategies for long-lasting success. This episode is tailored for budding entrepreneurs and established business owners aiming …
Eric Brotman joined Virginia Elder on “Reaching Abundance” to unravel the journey of integrating financial expertise with powerful podcast marketing strategies. From his early days in financial advising to embracing the realm of creative content, he shares how he’s navigated the landscape of outside business activities (OBAs), compliance, and the ever-evolving world of media to …
https://youtu.be/HSq8RW0n4uk Are you a HENRY (High Earner, Not Rich Yet)? Tune in to this webinar that will help you navigate the transition from earning a significant income to building lasting wealth. Hosted by Eric D. Brotman, CFP®, Cody Niedermeier, CFP®, and Jackie Kalish, CPA, this session will answer important questions, including: What income qualifies as …
https://youtu.be/NKcXbJ8FGg8 Join Eric D. Brotman, CFP®, CAP®, John T. Butler, CFRE, and Fr. Michael Barth, ST, for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics …
https://youtu.be/kgh2nIGcszU Wealth and Wellness with Lena and Claudia is back! In this webinar, Claudia Glover and Lena Nebel dive into financial strategies that can help you kick off 2025 on the right foot. Claudia, an advisor and chair of the investment committee, and Lena, the president and COO of BFG, share their expertise on various …
