Financial Independence

I’m 40 And Haven’t Started Saving For Retirement. Is It Too Late?

Ideally, saving for retirement is something you start as soon as you start your career. But that’s not always possible. For a lot of people, cash flow just doesn’t allow for substantial savings earlier in life. Maybe you were paying off student debt, or funding a wedding, or simply trying to get by with the

Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There

In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it.  What is covered during the…

Student Loans vs. Retirement Planning

What should be your priority?

Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and…

Finding Happiness and Success in Retirement with retirement consultant Art Koff

Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff.  During the episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into…

How Millennials are Changing the Retirement Conversation

Published on Forbes.com It’s time to give credit where credit is due: millennials understand retirement in a way that no other generation has. Read Article

Retirement Income: Not Just Dividends

Published on Forbes.com Historically, people believed that the best—and only—way to invest for retirement was to buy stock in companies that paid predictable and rising dividends. Today, if your financial advisor recommends only this method, it may be time to start looking for a new advisor. Read More

Income Strategies for Retirement Planning

Eric Brotman discusses understanding the roles of yields and dividends in retirement income planning with best-selling author Marc Litchenfeld. In this episode: The concept of retirement as graduating to the next stage of life “Rich” doesn’t…

The Allowance Ship Has Sailed: Keeping Your Grown Children From Sinking Your Retirement Plans

Published on Forbes.com Your children have grown up and graduated from college. They’re doing the “adulting thing,” as they may say. No longer paying tuition—if you were footing the bill—is a financial relief in itself, but here are more steps you should take to make sure your adult children don’t jeopardize your retirement plans. Read

How Financial Coaching Can Help Get Anyone Started in Planning for Retirement

Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this Episode: Even if you’re just getting started or you’re struggling with crippling debt, take the first step…