Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and preserving retirement income. How reverse mortgages can be tools for retirement income. With pensions becoming more and...

Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg. Bullet points of what is covered during the episode Relying on our careers to form our identities can cause identity crises during retirement. Boomers...

Eric Brotman discusses financial literacy education and how it impacts financial independence and retirement readiness with certified Job and Career Development Coach Jayme Hayes. In this episode:  In a lot of cases, young adults and children are uneducated when it comes to financial literacy. It’s important to implement this education both at home and in...

Eric Brotman discusses Overcoming Challenges and Inspiring Others to Thrive with yogi business professional Kristy Schiano. In this episode: Moving your life through phases and coping with each phase. Mental, physical, emotional, spiritual healing through yoga therapy and integrating all forms of wellness including financial. Impact of gratitude and focusing on the present moments. Strategies...

Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff.  During the episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into careers.  We are going to live longer than we ever expected and life will be more expensive than...

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges on the successful transfer of the business responsibility to the next generation – but this transition is tricky at best. ● ...

Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode:  Career Pivots and the idea that logical incremental steps can take you anywhere career wise and otherwise. How to combine your purpose and profit to be successful. In today’s world, after...

Eric Brotman discusses how financial planning should differ between men and women and the benefits of a Health Savings Account with NBC’s TODAY Show’s Jean Chatzky. What you will learn on this episode:  Financial planning issues that women face more than men. How to use an HSA to save and grow your money. Why financial...

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. “Giving is thoughtful and highly personal…It comes down to your values, what are your passions, what is important to YOU.” EB Everyone has the opportunity to be involved in philanthropy, it’s...

Eric Brotman discusses understanding the roles of yields and dividends in retirement income planning with best-selling author Marc Litchenfeld. In this episode: The concept of retirement as graduating to the next stage of life “Rich” doesn’t always imply money but being able to live the life you want to live Marc’s 10,11,12 system (also covered...