Podcasts

Why Retirement Is Overrated and Financial Independence Is the New Goal

Eric Brotman joined Chelsea Williams on the Always and Never About Money podcast to dive into the heart of what truly shapes our financial lives—spoiler alert, it’s not just about the numbers. In this conversation, they unravel the myths, emotions, and behavioral traps that hold us back from achieving financial independence and shine a new

Why Financial Planning Isn’t Just for the Wealthy: Starting From Zero with Eric Brotman

Eric Brotman joined Maurice Chism on That Will Nevr Work to challenge the common belief that financial planning is only for those with six-figure savings. The conversation revolves around redefining financial freedom, emphasizing the importance of habits over income level, and empowering you to start your wealth-building journey right where you are. From practical savings

Navigating Legacy and Stepping into Leadership as a G2 Advisor

Yanni Niebuhr, CFP®, recently joined Mark Schoenbeck and fellow panelists Liz Hand and Kerry Jackson on the Kestra Outloud podcast to discuss their roles as G2 advisors. Each guest brings a unique perspective, having collectively navigated the challenging journey from associate to equity owner and transition leader within ensemble advisory firms. This conversation spotlights the

Discover Financial Freedom: Eric Brotman’s Journey from English Major to Financial Advisor

Eric Brotman joined Jasmine Trocchia on the IRA Cafe podcast to explore the intricacies of financial planning, the importance of continuous learning, and the evolving landscape of financial advice. Eric introduces his latest book, “Don’t Retire Graduate,” a guide designed to help readers achieve financial independence through a relatable, first-person narrative that emphasizes fun and

Don’t Just Retire! Graduate to a Richer Life

Eric Brotman was a guest on the Buried in Work podcast with Adam Zuckerman to share his perspective on reimagining retirement as a vibrant new chapter in life. In this episode, Eric and Adam explore the paradigm shift of viewing retirement not as an end, but as a beginning—much like a graduation. Eric shares his

Finding Abundance: Eric Brotman on Financial Advising, Podcasting, and Building a Legacy

Eric Brotman joined Virginia Elder on “Reaching Abundance” to unravel the journey of integrating financial expertise with powerful podcast marketing strategies. From his early days in financial advising to embracing the realm of creative content, he shares how he’s navigated the landscape of outside business activities (OBAs), compliance, and the ever-evolving world of media to

Modern Financial Planning: Flat Fees, Personalization, and Client Involvement

Eric Brotman joined Roger Silk on the Sterling Insights: Stand Out and Supercharge Your Assets podcast to discuss the nuances of innovative financial planning and wealth management models that his firm champions. In this episode, Eric sheds light on BFG Financial Advisors’ distinctive flat fee model, tailored to suit private wealth and financial planning engagements.

Turning Retirement into a Life of Purpose and Joy

Eric joined Avik Chakraborty on the Healthy Mind, Healthy Life podcast to challenge conventional notions of retirement and introduce the concept of graduating into a new, more fulfilling phase of life. If you’ve been contemplating your future and are curious about how to reframe retirement into a period of growth and joy, this episode is

Navigating Financial Growth: Estate Planning, Taxes, and Adviser Networks

Eric Brotman joined Scott Carson on the Note Closer’s Show to share his wealth of knowledge on financial planning, the importance of building a strong advisory team, and the nuances of navigating retirement in today’s complex economic landscape. Together, they delve into the intricacies of estate planning, financial wellness, and how to adopt a purposeful

Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go

Eric Brotman joined Steve Sandusky on the Between Now and Success podcast to share his extensive experience in the financial advisory industry, discussing everything from managing advisor workloads to growth strategies and the evolving role of technology in financial services. In this episode, Eric dives into the intricacies of running a successful financial advisory firm.