Millennial Money

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

About That Wallet

From Debt to Destiny: Crafting Your Financial Future Eric joined Anthony Weaver on the About That Wallet podcast to share his personal journey of starting a business from the ground up and the valuable lessons he learned along the way. During the engaging conversation, Eric discusses the importance of financial literacy, estate planning, and personal

Passive Money, Honey: How Passive Income Streams Can Help You Retire Early with Rachel Richards

Welcome back to Don’t Retire… Graduate! Today’s guest has had an amazing journey that led to retiring at age 27. Rachel Richards is the best-selling author of Money Honey and Passive Income, Aggressive Retirement and is here to tell her story…

The Grownup Millennial

Episode 55: Redefining retirement with Eric Brotman Forget everything you know about retirement. Honestly, toss it out the window and then come back to listen to this episode. We’ve always looked at retirement as the absence of work. Somewhere along the way we’ve been conditioned to think that we work hard for as long as

Millennial Money

Build Your Path to Financial Freedom & Retirement At Any Age | Eric Brotman Let’s talk about the “r” word – retirement. It’s going to look a lot different for you and me than it did for our parents and grandparents, and that’s a good thing. What does this mean to you? Well, it means

Millennial to Millionaire

Listener Q&A w/ Eric D. Brotman “On this episode I have Eric Brotman come on the show and answer listener questions. Literally a wealth of knowledge and I think he’s the funniest guest I’ve ever had. Lots of gems in there and I am so excited for you to hear them.”

Being A Millennial May Pay Off Thanks To COVID-19

While the global effect of the coronavirus is undeniably tragic—from the heartbreaking death tolls to the anxiety-inducing market drops—it is important to try to find a silver lining. Is there anything good that can come from this? Read the Article

Millennial to Millionaire

Special Guest Episode: Good News and Bad News w/ Eric D. Brotman Hello and welcome to a Special Guest episode of the Millennial to Millionaire Podcast! Today I have Eric D. Brotman joining us. He is the CEO of BFG Financial Advisors and has a career longer than the years I’ve been alive. Committed to

To Roth Or Not To Roth Part 2: Conversion Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com In our last article, we discussed how different generations might view contributions to traditional IRAs and 401(k)s versus Roth IRAs and 401(k)s. Now, we’re looking at how conversions work and who might benefit most by converting traditional retirement accounts into Roth retirement accounts. Read Article