Financial Planning

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

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