Financial Planning

New Year, New You: Choosing the Financial Partner You Need to Thrive in 2026

https://youtu.be/N0nX8II5nuU Welcome to our insightful webinar, “New Year. New You: Choosing the Financial Partner You Need to Thrive in 2026,” hosted by Eric Brotman of BFG Financial Advisors, with special guest Germaine Foley, a certified life and money coach. This interactive session offers insights on how to select the right financial coach or advisor, understand

Why Financial Planning Isn’t Just for the Wealthy: Starting From Zero with Eric Brotman

Eric Brotman joined Maurice Chism on That Will Nevr Work to challenge the common belief that financial planning is only for those with six-figure savings. The conversation revolves around redefining financial freedom, emphasizing the importance of habits over income level, and empowering you to start your wealth-building journey right where you are. From practical savings

Discover Financial Freedom: Eric Brotman’s Journey from English Major to Financial Advisor

Eric Brotman joined Jasmine Trocchia on the IRA Cafe podcast to explore the intricacies of financial planning, the importance of continuous learning, and the evolving landscape of financial advice. Eric introduces his latest book, “Don’t Retire Graduate,” a guide designed to help readers achieve financial independence through a relatable, first-person narrative that emphasizes fun and

Don’t Just Retire! Graduate to a Richer Life

Eric Brotman was a guest on the Buried in Work podcast with Adam Zuckerman to share his perspective on reimagining retirement as a vibrant new chapter in life. In this episode, Eric and Adam explore the paradigm shift of viewing retirement not as an end, but as a beginning—much like a graduation. Eric shares his

Finding Abundance: Eric Brotman on Financial Advising, Podcasting, and Building a Legacy

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

Hey HENRYs!: Making the Jump from High Earner to High Net Worth

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

Modern Financial Planning: Flat Fees, Personalization, and Client Involvement

Eric Brotman joined Roger Silk on the Sterling Insights: Stand Out and Supercharge Your Assets podcast to discuss the nuances of innovative financial planning and wealth management models that his firm champions. In this episode, Eric sheds light on BFG Financial Advisors’ distinctive flat fee model, tailored to suit private wealth and financial planning engagements.

Navigating Financial Growth: Estate Planning, Taxes, and Adviser Networks

Eric Brotman joined Scott Carson on the Note Closer’s Show to share his wealth of knowledge on financial planning, the importance of building a strong advisory team, and the nuances of navigating retirement in today’s complex economic landscape. Together, they delve into the intricacies of estate planning, financial wellness, and how to adopt a purposeful

Financial Planning, Prenups, and Post-Divorce Recovery

Eric joined Jamie Lima on the Broke Up, Not Broke(n) podcast to talk about the intricacies of financial planning related to marriage and divorce. This conversation covers a wide array of topics including prenuptial and postnuptial agreements, the financial priorities that matter more than lavish wedding plans, how to manage pensions and life insurance, and

Revolutionizing Retirement: Financial Independence Beyond Age

Eric Brotman joined Christine McCarron on the Get Your FILL podcast to discuss the concept of redefining retirement. In this conversation, Eric challenges the traditional views on retirement and offers a fresh perspective on what it means to “graduate” into a new phase of life. Through the lens of his extensive experience in financial planning