Financial Planning

Financial Planning 101: Where Do I Start?

Published on Forbes.com When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match. Read Article

The Cost Of Financial Independence: How You Pay Your Advisor

Published on Forbes.com Financial advisors and planners don’t all conduct business exactly the same way. Being individual people, they each have their own philosophy, their own experienced-based opinions and their own way of charging you for their expertise. Here are the five common ways that advisors will be paid. Read Article

Effective Financial Literacy Tips for Parents

The Money Jar Podcast Description: Financial literacy is important to teach to children as early as possible. The issue is how to make something as complex as finances in a clear, simple manner. On this episode, the Money JAR team talks with a parent and professional financial advisor about ways that he is teaching his

You’re On Your Own: Rethinking Your Retirement Income Sources

Published on Forbes.com The classic model of retirement income is the three-legged stool: the largest chunk comes from your pension, then your Social Security. Your savings only needed to account for about 10% of your income. Throw out that idea and understand this model: you’re on your own. Click here

From Diapers To Daycare: Financial Planning For Growing Families

Published on Forbes.com Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family. Read Article

How to choose a financial advisor and when to know you need one

In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find…

Retirement Saving Starts Now: How Millennials Can Lower Their Tax Bills

Published on Forbes.com Paying taxes isn’t something anyone wants to do, but it is unavoidable. Especially for millennials, understanding the proper way to file taxes can save you a lot of money and therefore increase the amount you’re able to put away for retirement. Read Article

Eric Brotman – Financial Planning For Rough Seas

Kennedy Financial with Phil Kennedy Description:  On this week’s show Eric Brotman, author of Retire Wealthy and founder of Brotman Financial Group, discusses financial planning for rough seas.

Eric Brotman – Financial Planning and Taxes

The Money Answers Show with Jordan Goodman Description:  How do you retire wealthy? Does wealth require you to be in a rare top 10% earning career or can the average working person attain wealth? What does financial planning have to do with acquiring and maintaining wealth? Jordan Goodman, America’s Money Answers Man and host of The