In today’s Office Hours, Eric answers Gary’s question: Are all financial advisors and planners fiduciaries? This is a great question and the simple answer is no. Listen to hear Eric explain what a fiduciary is, why it’s important to know if your advisor is a fiduciary, and how you can tell. Have a question? Post...

Welcome back to Don’t Retire… Graduate! Today’s guest is the most educated individual we know in this industry. Dr. Mary Bell Carlson is a financial behavioral expert who has worked with the government, military, and financial educational organizations, is an adjunct professor of financial planning, and is the founder of Chief Financial Moms. She’s here...

In today’s Office Hours, Eric answers Alex’s question: As a financial advisor, what is the most common mistake you see people making with their personal finances? This was a hard question to answer because there are a LOT of mistakes people make. The common factor for all of them? Emotions. Have a question? Post it...

Welcome back to Don’t Retire… Graduate! Today’s guest came ready for a debate and didn’t disappoint. Andrew Hallam, best-selling author and educator, is here to talk about his latest book, Balance, and investment techniques and ideologies that don’t necessarily match ours. If you’re interested in learning about index funds, passive asset management, and the true...

In today’s Office Hours, Eric answers George’s question: I keep hearing about inflation. Is there anything I can be doing to protect my finances? We’re seeing inflation in a way we haven’t for generations, and there are things you can do to be better prepared. Have a question? Tweet it to us at @BrotmanPlanning or...

Welcome back to Don’t Retire… Graduate! We have a very special episode in honor of International Women’s Week. Kara Perez, the founder of Bravely Go, joins us to talk about financial feminism and how we can start breaking down the gender roles and inequalities we see in our culture.  In this episode we’ll talk about:...

In today’s Office Hours, Eric answers Yazan’s question: What are the pros and cons of using a robo-advisor for investing? A robo-advisor has its place, and Eric explores this question from two perspectives: simple investment management and comprehensive financial planning. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook...

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 and share her tips on how you can create your own passive income streams. ...

In today’s Office Hours, Eric answers Jonathan’s question: What are some realistic lifestyle changes that save money? There are two ways to look at this question, and this episode covers both. How do you create the habit itself, and what are those changes?  Have a question? Tweet it to us at @BrotmanPlanning and it may...

Welcome back to Don’t Retire… Graduate! Today’s guest is podcast royalty: the host of the Stacking Benjamins podcast Joe Saul-Sehy! Joe is here to talk about his latest book, Stacked, his take on the real estate and cryptocurrency crazes, and share his top tip for stacking your wealth. In this episode we’ll talk about: Joe’s...