Eric Brotman was a guest on this episode of the Real Money, Real Life podcast to unpack why retirement feels empty for so many people—and what to do instead. If you’ve spent decades working toward retirement, only to realize you’re not sure what comes next, you’re not alone. This conversation challenges the idea that retirement …
Claudia Glover, CFP®, Chief Investments Officer and Chair of the Investments Committee at BFG Financial Advisors, joined host Bonita Bell-Anderson for a thoughtful discussion about what’s shaping the next generation of financial advisors. Claudia shared insights from her leadership experience, reflected on her personal journey in the industry, and addressed why women advisors are increasingly …
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.
