Financial Planning

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…

Finding Alternatives: Using Commercial Real Estate and Private Equity to Reach Your Financial Independence Goals

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is not a Grammy Award-winning singer songwriter, but he is a highly experienced investor who educates others on passive and alternative investing. Brian Adams is the president…

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

The Joy of Saving: Strategies to Get You Excited About Saving Money

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a true celebrity and has made a career out of helping consumers save money. Jeanette Pavini is an Emmy-award winning reporter and author who talks about the money mindset…

Are You Putting Too Much Faith In Your Robo-Advisor?

The landscape of the financial planning industry is changing rapidly with the growth of technology, but can a computer algorithm or a mobile app replace the need for financial advisors, or is there still value in a traditional financial advisory relationship? Read the Article

Financial Planning Month: Saving for the future

https://www.youtube.com/watch?v=ambf_C84CQo Eric Brotman of BFG Financial Advisors, explains how to save for the future during Financial Planning Month. Register for the webinar discussed here.  

Talking Wealth: How to Convert Assets into Income

https://youtu.be/dMvonknUcVE Talking Wealth: How to Convert Your Assets into Income Eric Brotman, CFP, returns to Talking Wealth to discuss who you should get your financial advice from and how you can start living off of your assets.  Link to Eric’s new book: https://amzn.to/3jbFUAl  Link to free financial resources: https://www.brotmanmedia.com  

Broadening Your Horizons: Moving Abroad For an Affordable Lifestyle

Eric is joined by author Tim Leffel to discuss his journey of moving abroad and how he helps others do the same. What is covered during the episode: Figuring out if the ex-pat life is right for you. How to live abroad with young children. Navigating…

Paying Yourself First: Creative Strategies to Grow Your Savings

Paying Yourself First: Creative Strategies to Grow Your Savings You don’t need to be making six figures to start building your savings. Join Yanni Niebuhr, CFP®, and Cody Niedermeier for a one-hour webinar filled with simple strategies for growing your savings and reaching your financial goals. Join Eric Brotman, CFP®, and Cody Niedermeier for an

Marrying Your Finances: What to do Before You Walk Down the Aisle

Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts. Bullet points of what is covered during the episode Talking about finances…