Graduating into Retirement Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of “Don’t Retire Graduate.” Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth …
A Guide to Retirement Planning With Eric Brotman Retirement planning is not merely a financial endeavor but a holistic journey encompassing various aspects of life. What essential elements should you consider when planning for retirement? Seasoned financial advisor Eric Brotman discloses myths that retirees often encounter surrounding financial planning. In essence, retirement planning involves finding …
Beyond the 401(k): Eric Brotman’s Vision for Generational Wealth Wisdom In this episode, Jim talks with financial advisor and wealth manager Eric Brotman. With almost 30 years of experience, Eric shares insights on financial literacy, empowering families, and the unique approach he takes. Three Key Takeaways: Purposeful Financial Planning: It’s critical to utilize financial planning …
Eric Brotman – Don’t Retire… Graduate (podcast, author) Eric Brotman is the host of the “Don’t Retire… Graduate” podcast and the CEO of BFG Financial Advisors (a RIA based in suburban Maryland). Eric generously shared insights from his 20+ years of financial planning experience, and later even flipped the script on us. Tune in to …
Preserving Family Relationships Through Financial Planning Eric Brotman was a guest on the Ultra High Net Worth Clients podcast with Chris Brodhead to discuss how financial planning can preserve family relationships.
Empowering Transitions: Navigating Life’s Financial Chapters with Lena M. Nebel In this compelling episode, we are honored to host Lena M. Nebel, CFP®, MSFS, a distinguished Principal and Chief Operating Officer at BFG Financial Advisors. With her vast reservoir of financial advisory experience, Lena epitomizes the blend of empathy, meticulousness, and strategic foresight required in …
Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors. BFG Financial Advisors stands out in the …
Don’t Retire…Graduate! feat. Eric Brotman, CFP® In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP® …
CEOs You Should Know: BFG Financial Advisors Eric Brotman was recently interviewed for iHeartMedia’s CEOs You Should Know radio segment.
A Big Money Lesson From Taylor Swift (ep 1412) Taylor Swift made even more headlines when she decided to sidestep traditional Hollywood studios and distribute her new movie, filmed as part of her Eras Tour, directly to movie theaters and millions of her adoring fans. What does Taylor know that the rest of us should …
