Financial Independence

Financial Freedom for Physicians

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

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.

Upcoming Retirement Savings Provisions In Secure Act 2.0

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.

Battling Inflation: What You Can Do To Protect Your Retirement Plan

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 2022 Market Correction: How It’s Different And What You Can Do To Protect Your Retirement

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.

Set It And Don’t Forget It: Calculating Your Retirement Savings Goal

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.

Passive Money, Honey: How Passive Income Streams Can Help You Retire Early with Rachel Richards

Welcome back to Don’t Retire… Graduate! Today’s guest has had an amazing journey that led to retiring at age 27. Rachel Richards is the best-selling author of Money Honey and Passive Income, Aggressive Retirement and is here to tell her story…

Defeating the Villains: How to Save Your Retirement and Financial Plan from Devastation

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode has been teaching retirees and pre-retirees how to preserve their assets and increase their income for twenty years. Patrick Strubbe is the author of Save Your Retirement from…

Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions

Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions Whether retirement is still years away or right around the corner, there are important decisions that need to be made and vital steps that need to be taken. Join Cody Niedermeier and Kathleen Benjamin, CFP, for a FREE one-hour webinar that covers

Living the Retirement Lifestyle

Building a Path to Financial Freedom and Retirement at Any Age In this episode of Living The Retirement Lifestyle we have as our guest Eric Brotman financial advisor, wealth manager, mentor, author and host of the podcast Don’t Retire…Graduate!  He’s been advising his clients on investing, risk management, retirement, and financial planning for over 25 years