https://youtu.be/AlNnqwYdM5c Welcome to our 2024 Wealth & Wellness Webinar Series, hosted by BFG Financial Advisors! In this engaging and insightful episode, CEO Lena Nebel and Chief Investment Officer Claudia Glover are joined by keynote guest Kara Murphy, Chief Investment Officer of Kestra Investment Management. Together, they unpack the hottest topics in finance and investing — …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re focusing on a specific group of people: HENRYs, or High Earners, Not Rich Yet. Joining us on the podcast today is Jude Wilson, Chief Financial Strategist at Centrist Financial Strategies. With over 25 years of experience, he specializes in retirement income planning and tax reduction …
https://youtu.be/kgh2nIGcszU Wealth and Wellness with Lena and Claudia is back! In this webinar, Claudia Glover and Lena Nebel dive into financial strategies that can help you kick off 2025 on the right foot. Claudia, an advisor and chair of the investment committee, and Lena, the president and COO of BFG, share their expertise on various …
2025 Market Recap: What You Should Know About Investing for the New Year Thursday, November 20, 2025 1 PM EST Register Now
https://www.youtube.com/watch?v=htXkgqSN7Uc&t=126s Welcome to another webinar in the Wealth and Wellness series! In this webinar, Lena Nebel sits down with Claudia Glover, the lead advisor and chair of the investment committee at BFG Financial Advisors, to discuss the often-debated topic of investing during an election year. With a focus on long-term strategies and maintaining stability amidst …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
Join BFG Financial Advisors’ Chief Investment Officer Yanni Niebuhr, CFP®, and Kestra Financial’s Chief Investment Officer Kara Murphy, CFA®, for a discussion and live Q&A about the current state of the market. Starting with a fun, financial adaptation of Aesop’s classic fables and ending with an overview of the economy and where we expect it …
Creating Wealth WITHOUT A Budget In the episode, Eric discusses how most people think about retirement the wrong way, interview questions to ask a potential financial advisor, DIY tips if you choose to manage your finances yourself, creative ways to eliminate debt…and more! Questions Asked: In your opinion, are most people thinking about retirement wrong? …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
Episode 77 – FIRE Movement: The Path To Financial Independence With Eric Brotman Financial Independence is not an easy feat to conquer because money is always accompanied by shame. When you don’t have enough, you are ridiculed; when you manage to get by, you are embarrassed by people who think you make more than you …
