https://youtu.be/sFfeCA8YHnI Welcome back to our Diary of a Financial Advisor webinar series, where we take you behind the scenes to reveal how our BFG Financial Advisors team connects current events in financial planning to our professional journeys and passion for community impact. I had the pleasure of sitting down with Amanda Pancake, Director of Community …
https://youtu.be/pd_BRv8UJ3k Welcome back to Diary of a Financial Advisor! In today’s episode, we dive into a powerful intersection of professional leadership, personal passion, and philanthropy. I’m joined by a remarkable guest: Lena Nebel, CEO of BFG Financial Advisors. Lena Nebel is a trailblazer in the world of financial planning, known for her dedication to serving …
https://youtu.be/ML2SmrQg1yg Welcome back to Diary of a Financial Advisor! In today’s episode, we’re tackling an often overlooked—but extremely important—aspect of personal finance: estate planning. Joining me for this conversation is our frequent guest, Kobe Bolanos, an advisor with BFG Financial Advisors who brings tremendous energy and advocacy for financial literacy. Kobe’s background includes experience in …
https://youtu.be/Oj3qpPiaW4o Welcome back to Diary of a Financial Advisor! Today, I’m excited to bring you a truly special episode as we dive into the often-overlooked world of side hustles and how they can transform your professional journey—and even your identity. I’m joined by a remarkable guest, Sara Lohse: a storyteller, marketer, and founder of Favorite …
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 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 content that we’ve put out 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 no particular order): 2026 Honor …
https://youtu.be/N0nX8II5nuU Welcome to our insightful webinar, “New Year. New You: Choosing the Financial Partner You Need to Thrive in 2026,” hosted by Eric Brotman of BFG Financial Advisors, with special guest Germaine Foley, a certified life and money coach. This interactive session offers insights on how to select the right financial coach or advisor, understand …
Don’t let your legacy turn into a horror story! In this informative and entertaining webinar, Eric Brotman, CFP®, and Amanda Plant, Esq., team up to share real-life estate planning “nightmares” that can haunt families for years if left unchecked. They walk through six chilling chapters, covering critical topics like life insurance tax traps, unplanned business …
https://youtu.be/UIxIkcGotdo In this webinar, hosted by Eric Brotman and attorney and charitable advisor Shari Fleming, we explored strategies for charitable giving and estate planning with an emphasis on community impact and legacy. Overview of Discussion: The “Why” of Charitable Giving:Both panelists shared personal stories illustrating why charitable giving is personally and communally significant. Shari spoke …
