Join BFG Financial Advisors’ Chief Investment Officer Yanni Niebuhr, CFP®, and Kestra Financial’s Chief Investment Officer Kara Murphy, CFA®, for a discussion and live Q&A about the current state of the market. Starting with a fun, financial adaptation of Aesop’s classic fables and ending with an overview of the economy and where we expect it …
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.
Creating Wealth WITHOUT A Budget In the episode, Eric discusses how most people think about retirement the wrong way, interview questions to ask a potential financial advisor, DIY tips if you choose to manage your finances yourself, creative ways to eliminate debt…and more! Questions Asked: In your opinion, are most people thinking about retirement wrong? …
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.
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.
Life After Loss: Navigating Your Finances After Losing a Spouse Navigating your finances after the loss of a spouse can seem impossible. You’re not in it alone. Join BFG Financial Advisors’ COO Lena Nebel for an in-depth discussion of what you should know regarding your financial plan, benefits, estate, insurance, and more. Download the Executor Checklist …
How To Graduate into being a Financial Grownup (and Eventually Retire!) From financial wellness to tough love on what it really takes to control how and when you retire, Don’t Retire.. Graduate author Eric Brotman shares a unique perspective on how financial grownups can make their long term goals a reality- even if the math …
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.
Building a Path to Financial Freedom with Eric Brotman Positioning yourself for financial freedom early on in life is the best way to do it, and creates a greater chance of success. However, this can be done at any age through discipline and planning. Certified Financial Planner Eric Brotman has written several books on the …
Don’t Retire… Graduate! Eric joined the Truly Fit podcast to talk about turning retirement into a graduation.
