Financial Planning

Breaking Down Barriers: Understanding and Battling Diversity Issues in Finance

Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled. Bullet points of what is covered…

Just Say Yes: Getting Out of a Routine and Embracing New Experiences

Eric is joined by Heidi Herman to talk about how removing the pressure of work and routine can help you spread more living onto your everyday life. Bullet points of what is covered during the episode A 94-year-old woman’s journey through a life of…

Then Comes Marriage: How to Merge Your Financial Lives

https://youtu.be/5o7axDkpBzc Planning a wedding? Looking to get engaged? Newly married? Join Cody Niedermeier and Lena Nebel, CFP®, for a webinar that will help you check all the boxes and merge seamlessly into a marriage with shared finances. Learn what should be titled jointly, what should stay separate, and if a prenuptial agreement is a good

Money You Should Ask

Our next guest, Eric D. Brotman, CFP™, is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don’t Retire… Graduate!, and the host of the

Budgets Made Easy: Setting Smart Goals and Getting Yourself Out of Debt

Eric is joined by Ashley Patrick to talk about the coaching elements of finance and managing your debt.  What is covered during the episode: The student loan crisis, alternative opportunities, and the future of…

Financial Resolutions: Smart Money Decisions to Make in 2021

New year, new you, right? Join Cody Niedermeier and Eric Brotman, CFP(R) to find out what you need to start doing NOW to be successful in your financial future. This webinar will cover topics that are important at any age–like taking a financial inventory and paying yourself first–and some actions that need to be taken

Battle of the Budget

Welcome to another episode of the Battle of the Budget Show. Here we discuss everything from financial infidelity, to common financial struggles. We talk about real issues. We interview a variety of individuals from everyday people to experts in the world of money. Today on the show we have Eric Brotman, he is the host

New Year’s Resolutions: Financial Moves To Make For 2021

We’ve made it through the disaster of 2020. It’s a new year, which means it’s time to set our goals and resolutions for the months ahead. Here are my recommendations on what to do now to help you have a successful year financially. Read the Article

Financial Dads

A financial chat with a return guest Eric Brotman, CEO of BFG Financial Advisors. We discuss his new book, “Don’t Retire, Graduate!” + a healthy chat about college, the economy and his 2021 views.

The 5 Personal Finance Books You Should Be Reading In 2021

If you have a goal to be more financially savvy in 2021, are just curious about how you can make better money moves or want a useful gift you can give to friends and family, check out my favorite personal finance books Read the Article