https://youtu.be/88tcrSi__cY Join BFG Financial Advisors’ Chief Executive Officer, Lena Nebel, CFP®, and Chief Investment Officer, Claudia Glover, CFP®, CIMA®, for an engaging discussion uncovering the most common financial mistakes clients make—and how to avoid them! In this informative Wealth & Wellness webinar, you’ll learn expert tips about financial planning, tax strategies, investment management, retirement planning, …
https://www.youtube.com/watch?v=WDCPdENMgDo Advancing to The Next Chapter of Your Life Eric Brotman joined Rob Genovesi to discuss how to navigate personal and professional transitions into new chapters of life. The conversation centers around rejecting outdated views of retirement and embracing the idea of lifelong advancement. Eric and Rob dive into strategies for staying relevant in a …
https://www.youtube.com/watch?v=5cpw8D1hOhQ The Kids are Off The Payroll: Money Moves for Empty Nesters Lena Nebel, CFP®, joined Linda Grizely on “Real Money, Real Life” to provide insight into the unique financial and emotional landscape faced by empty nesters. This episode explores what happens when the time, energy, and money once devoted to children start to shift …
https://youtu.be/8wVsAg45f6U?si=z2cp2cu1Jtdnn_58 Love and Loss Later in Life: A Financial Guide to Marriage, Divorce, and Widowhood after 40 Join this in-depth quarterly webinar from BFG Financial Advisors—hosted by experienced advisors Lena Nebel, CFP®, and Claudia Glover, CFP®, CIMA®—as they tackle the complex financial transitions that often accompany love and loss later in life. This educational session …
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/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 …
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 …
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 …
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 …
