Sara Lohse

CEOs You Should Know

CEOs You Should Know: BFG Financial Advisors Eric Brotman was recently interviewed for iHeartMedia’s CEOs You Should Know radio segment.

Stacking Benjamins

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

Model FA

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

Keys to Financial Confidence

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

Opening A Roth IRA For A Minor: What You Should Know

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.

2023 Stock Market Update

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

Parents, Do You Save For Your Own Retirement Or Pay For Your Children’s College?

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.

The Health Investment

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?

Top 5 Personal Finance Books To Read In 2023

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.

With A Growth In FinTech, Will Traditional Financial Advisors Become Obsolete?

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.