Financial Planning

Top Pieces Of Financial Advice That Nobody Takes

As a financial advisor, nothing is more disheartening than giving someone the advice that could change their life and watching them ignore it. In over two decades of advising clients, here are my suggestions that most often went ignored—but you can listen to. Read the Article

The 6 Personal Finance Podcasts You Should Be Listening To

In this new age of media, podcasts are king. I compiled a list of my favorite podcasts that are perfect for anyone interested in personal finance and looking to become more financially literate. Read the Article

Financial Dads

Don’t Retire, Graduate! With Guest Eric Brotman ““Don’t Retire, Graduate!” with guest Eric Brotman, CEO of BFG Financial Advisors. We heard from Eric about his business and what he thinks is the SMART WAY people should be thinking about retirement.”

The Money Mindset

How to Turn This Financial Crisis into a Financial Win “Eric Brotman, CFP, gives his strategies for turning this financial crisis and recession into a financial win for your family. Resources mentioned in this episode:Free Budget Spreadsheet: https://leads.budgetsmadeeasy.com/budget-sheet“

Life Advice From A Financial Advisor: Get A Side Hustle

The concept of a side hustle is not new, in fact its highly prevalent among the millennial generation. However, there has never been a better time to have a side hustle than right now—no matter your age. Here’s why. Read the Article

I’m 40 And Haven’t Started Saving For Retirement. Is It Too Late?

Ideally, saving for retirement is something you start as soon as you start your career. But that’s not always possible. For a lot of people, cash flow just doesn’t allow for substantial savings earlier in life. Maybe you were paying off student debt, or funding a wedding, or simply trying to get by with the

How COVID-19 May Impact Your Retirement Planning

Published on Forbes.com The world has been in a panic since the outbreak of coronavirus, causing almost unprecedented market volatility. Here is my advice on how you should react to the current state of the market, based on your retirement schedule. Read Article

Financial (In)Security: The Pros And Cons Of The SECURE Act

Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they

Gender Differences in Financial Planning

Gender Differences in Financial Planning with NBC’s Today Show’s Jean Chatzky

Gender Differences When Planning For Retirement

Published on Forbes.com There a lot of things to think about when planning for retirement, and they can vary based on a lot of factors—including gender. Read More