Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for an hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about money Tax-favored …
Preserving Family Relationships Through Financial Planning Eric Brotman was a guest on the Ultra High Net Worth Clients podcast with Chris Brodhead to discuss how financial planning can preserve family relationships.
Empowering Transitions: Navigating Life’s Financial Chapters with Lena M. Nebel In this compelling episode, we are honored to host Lena M. Nebel, CFP®, MSFS, a distinguished Principal and Chief Operating Officer at BFG Financial Advisors. With her vast reservoir of financial advisory experience, Lena epitomizes the blend of empathy, meticulousness, and strategic foresight required in …
Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors. BFG Financial Advisors stands out in the …
Don’t Retire…Graduate! feat. Eric Brotman, CFP® In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP® …
CEOs You Should Know: BFG Financial Advisors Eric Brotman was recently interviewed for iHeartMedia’s CEOs You Should Know radio segment.
A Big Money Lesson From Taylor Swift (ep 1412) Taylor Swift made even more headlines when she decided to sidestep traditional Hollywood studios and distribute her new movie, filmed as part of her Eras Tour, directly to movie theaters and millions of her adoring fans. What does Taylor know that the rest of us should …
From Masterminds to Podcast: Showing Authenticity with Eric Brotman On episode 135 of the “MODEL FA PODCAST,” the spotlight is on Eric, the CEO of BFG Financial Advisors and author of “Don’t Retire Graduate.” The episode delves deep into the crucial role of company culture, mission statements, and the power of advisory boards in shaping …
Finding Your Financial Buddy: Insider Tips from Eric Brotman, CEO of BFG Financial Advisors In this captivating episode, I have the privilege of sitting down with Eric Brotman, the CEO of BFG Financial Advisors, host of the popular podcast “Don’t Retire… Graduate!”, and the award-winning author of “Don’t Retire… Graduate!” Join us as we dive …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
