https://youtu.be/Oj3qpPiaW4o Welcome back to Diary of a Financial Advisor! Today, I’m excited to bring you a truly special episode as we dive into the often-overlooked world of side hustles and how they can transform your professional journey—and even your identity. I’m joined by a remarkable guest, Sara Lohse: a storyteller, marketer, and founder of Favorite …
https://youtu.be/s0NIetcivbg Eric Brotman was a featured speaker at the Million Dollar Round Table’s 2025 Edge event in Austin, Texas. Session Overview If you’re running a solo practice or are part of an ensemble firm waiting to grow through referrals alone, you’re already behind. Strategic acquisitions offer a powerful path for newer advisors ready to scale …
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 …
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 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 …
Welcome back to Don’t Retire… Graduate! Today’s guest is podcast royalty: the host of the Stacking Benjamins podcast Joe Saul-Sehy! Joe is here to talk about his latest book, Stacked, his take on the real estate and cryptocurrency crazes, and…
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life.
Due to the COVID-19 pandemic, school isn’t taking a traditional route, and going off course for a year can help preserve the coveted college experience that high school seniors look forward to. But is it possible that a gap year can also make you more hirable? Read the Article
Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older….
