https://www.youtube.com/watch?v=WDCPdENMgDo Advancing to The Next Chapter of Your Life Eric Brotman joined Rob Genovesi to discuss how to navigate personal and professional transitions into new chapters of life. The conversation centers around rejecting outdated views of retirement and embracing the idea of lifelong advancement. Eric and Rob dive into strategies for staying relevant in a …
https://www.youtube.com/watch?v=5cpw8D1hOhQ The Kids are Off The Payroll: Money Moves for Empty Nesters Lena Nebel, CFP®, joined Linda Grizely on “Real Money, Real Life” to provide insight into the unique financial and emotional landscape faced by empty nesters. This episode explores what happens when the time, energy, and money once devoted to children start to shift …
Eric Brotman was a guest on this episode of the Real Money, Real Life podcast to unpack why retirement feels empty for so many people—and what to do instead. If you’ve spent decades working toward retirement, only to realize you’re not sure what comes next, you’re not alone. This conversation challenges the idea that retirement …
Claudia Glover, CFP®, Chief Investments Officer and Chair of the Investments Committee at BFG Financial Advisors, joined host Bonita Bell-Anderson for a thoughtful discussion about what’s shaping the next generation of financial advisors. Claudia shared insights from her leadership experience, reflected on her personal journey in the industry, and addressed why women advisors are increasingly …
Eric Brotman joined Jeremy Keil on the Retire Today podcast for an in-depth conversation on retirement planning, contrasting their approaches and philosophies. Jeremy, the author of Retire Today, advocates for preparing to retire now with a clear master plan, while Eric, author of Don’t Retire, Graduate, emphasizes the value of financial independence and continued engagement. …
Eric Brotman returned as a guest on the Retirement Tax Services Podcast to dig into a phrase we throw around all too often: “Don’t let the tax tail wag the dog.” But what does that actually mean in the real world, especially when contemplating major life decisions like where to spend your next chapter or when …
Most people treat retirement like a finish line, only to find themselves struggling with a crisis of identity and purpose once the work stops. Eric Brotman joined Daniel Rodgers on the Escape the Clock podcast to talk about why we need to change our vocabulary to change our outcome. Eric explains why retirement should be …
Lena Nebel, CFP®, was a guest on the Ask Good Questions podcast to talk about being a woman in the financial planning industry and how women can take control of their finances after a divorce or loss of a spouse.
Welcome back to Diary of a Financial Advisor! Now a webinar series, Eric Brotman and Hannah Dennis kick off season seven by celebrating the podcast’s very own “Honor Roll.” Together, they take us behind the scenes, sharing how they selected the top episodes from years of empowering conversations—basing their choices not just on popularity, but …
As we kick off our seventh season of Don’t Retire… Graduate!, we wanted to look back at the first six seasons and celebrate some of our favorite episodes over the years. Choosing the best of the best was very difficult, but after a lot of time and consideration, BFG University is proud to present (in …
