Financial Wellness

Health is Wealth: The Importance of Financial Fitness When Building a Business

Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial…

The Wealth Gap Widens: COVID-19’s K-Shaped Recovery

There has been a lot of conversation for months about how our economy is expected to recover from the coronavirus pandemic. Nobody had expected the ongoing effects of the virus that have held our economy hostage since the beginning of 2020, but we’re now looking at a K-shaped recovery. Read the Article

Hack Your Wealth

How to use whole life insurance to avoid taxes and grow wealth A while back, an acquaintance told me: “I don’t put my money in a bank where it earns no interest. I put it in life insurance, where it has the stability of a bank but earns 5%. I then leverage my life insurance

Employers, Its Time To Start Supporting Your Employees’ Financial Wellness

Every employer—at least every good one—cares about the wellbeing of their employees. Outside of the basic health insurance and 401(k)s, many companies also offer wellness programs to encourage fitness amongst their staff, but what about an employee’s financial wellness? Read the Article

The Psychology of Finance

Why Fear and Greed are the Worst Decision Makers

Wildly Wealthy Life

Family Financial Matters: What Matters With Eric Brotman In its own ways, family financial matters are among the most difficult kinds of financial matters to navigate successfully. With family, there are a lot of curves you have to navigate, and lessons to teach, especially when you have children around. Lee and Kat Hughes interview Eric

Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what…