Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this Episode: Even if you’re just getting started or you’re struggling with crippling debt, take the first step towards financial independence. Understanding the difference between a personal finance coach and a financial advisor Interview...

Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon. In this episode:  What experts should you work with to help with your taxes? What tax changes do most people need...

Eric Brotman breaks down the pros and cons of reverse mortgage strategies in reaching and maintaining financial independence, with mortgage specialist Neil Sweren. In this episode: Making sure one of your largest assets isn’t “unemployed” when you retire. What is reverse mortgage? What are the restrictions and qualifications? Understanding the pros and cons of reverse...

Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode:  The financial media is a product they are selling, not a public service. Advice from the media is one-size-fits-all, not personalized to...

In this episode, Eric talks with Yanni Neibuhr, a financial advisor for BFG, on how different generations view financial independence and how you should start thinking about retirement in your 20s and 30s.  In this episode: ● Retirement is not something that should be started at 60, it should be started as soon as possible ●...

In this episode, Eric discusses how to establish and maintain financial freedom with best-selling personal finance author Damion Lupo. In this episode: How failure helps you succeed Becoming financially free The importance of a financial runway and how to understand yours Financial advisors versus salespeople dichotomy Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Eric discusses the Dos and Don’ts of downsizing in retirement with residential real estate agent Tina Beliveau. In this episode: Tips for first-time homebuyers Why you should consult with a real estate agent before taking any next steps The dangers of PMI The differences between buying a first home and selling your...

In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find a financial planner Questions to ask when interviewing a financial advisor? Does the advisor...

Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create an estate plan How to navigate estate planning with marriage, divorce, children...

In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children, grandchildren, and future generations of your family that are more valuable than money and...