https://youtu.be/OARYtuxgX8k In this webinar, Eric D. Brotman, CFP®, sits down with executive and well-being coach Linda Rosack Burton to explore the fascinating topic of “The Five Facets of Well-Being: A Journey Towards Professional Growth.” Eric and Linda bring both insight and humor to the conversation, promising an experience that’s as entertaining as it is educational. …
https://youtu.be/RNoDbp9fIcc Welcome to our free webinar, “The Life Cycle of Real Estate Investing: Strategies for Success.” Today, Meredith Mears joins host Eric Brotman, CFP®, CEO of BFG Financial Advisors, to offer listeners a practical, experience-rich guide to navigating commercial real estate. With a background spanning economic development, commercial brokerage, and extensive hands-on investment, Meredith shares …
Download the Joy/MONEY Worksheet https://youtu.be/rbx6brvtqBA Tune in to this free webinar to hear Eric Brotman, CFP®, and Aaron Velky dive into why so many of us lose passion for our work over time – and, more importantly, how to find and reignite that spark. They break down actionable frameworks, mindset shifts, and practical exercises tailored …
Yanni Niebuhr, CFP®, recently joined Mark Schoenbeck and fellow panelists Liz Hand and Kerry Jackson on the Kestra Outloud podcast to discuss their roles as G2 advisors. Each guest brings a unique perspective, having collectively navigated the challenging journey from associate to equity owner and transition leader within ensemble advisory firms. This conversation spotlights the …
https://youtu.be/yXfQLOkOhBw Join BFG Financial Advisors and Podcast Abundance for an insightful webinar on Why Financial Advisors Should Podcast. In this session, hosts Eric Brotman, CFP®, and Virginia Elder will explore the benefits of podcasting for financial professionals, offering practical strategies to engage clients, build your brand, and establish thought leadership in a competitive market. Whether …
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 …
