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.
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.
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…
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 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 …
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…
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
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.
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
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…
