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.
Financial Planning
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
Your Travel Bucket List: Planning Ahead for a Lifetime of Travel
Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your travel…
Smart Money Moves To Make In December
December is a natural time to be thinking about money moves that families can make to transfer wealth, to reduce taxes, or to support charity organizations. Here are a few things investors and their extended families should be thinking about this month. Read the Article
Study: Our Children Are Taking Over Our Financial Plans. What Does This Mean For Retirement?
According to a new study by UNest, there is a trend among parents of young children (17 and younger) to prioritize saving for their children’s future over their own. The pandemic has caused a change in our financial priorities, with children taking the lead by a landslide. Is this a good thing? Read the Article
Becoming You: How to Stop Existing and Start Living
Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and…
You Need a Checking Account. Here’s What You Should Look For
Nearly everybody has a checking account—according to a NextAdvisor survey, 79% of U.S. adults have one. They’re a foundational money management tool, so it’s important to get started on the right foot. Lena Nebel was asked why a checking account is so important and what you should know before opening one. Read her responses in this …
Combating Dementia: The Financial and Emotional Effects of Alzheimer’s
Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them.
Making Money Mainstream: How Financial Therapy Can Take the Taboo Out of Finance
Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. …
Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track
Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial…