Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and on today’s Diary of a Financial Advisor segment, we’re shining a light on the journey of college students and recent graduates as they navigate the complex world of higher education, student loans, scholarships, and financial planning. Joining me is Tony Breen, an accomplished...

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re going right into the heart of an anxiety-inducing topic for many: tax debt and IRS troubles. Whether it’s unexpected balance dues, inheritance issues, or business downturns, finding yourself in the IRS’s crosshairs is more common—and less shameful—than you might think. To help us navigate this...

Welcome back to Don’t Retire… Graduate! On today’s episode, we’re excited to bring you another entry in our “Diary of a Financial Advisor” segment, where we spotlight the unique voices, journeys, and motivations of financial professionals passionate about their clients’ success. I had the pleasure of sitting down with Jillian Howell, a rising star at...

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re deep diving into the power of money conversations—why talking about your finances is crucial, and how it can serve as the foundation for a life of financial independence and fulfillment. Joining me is Skyler Fleming, financial coach and host of the “Money Talk with Skyler...

Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode offers a unique peek behind the curtain at the real-life journeys of financial professionals with our “Diary of a Financial Advisor” series. Our focus is on career growth, diversity in the financial planning field, and the powerful impact of financial literacy....

Welcome back to Don’t Retire… Graduate! In today’s episode, we dive into the intersection of estate planning, philanthropy, and building legacies—especially within underrepresented communities. I’m joined by the remarkable Shari Fleming, an estate planning attorney and philanthropic advisor whose passion for service, education, and bridging community gaps is truly inspiring. Shari’s credentials are impressive: Magna...

Welcome back to Don’t Retire… Graduate! In today’s episode, I’m excited to bring you a very special installment from our “Diary of a Financial Advisor” series. We’re diving into the professional journey, passions, and perspectives of an inspiring leader in the financial world: Lena Nebel, CFP®. Lena is not only my business partner and dear...

Welcome back to Don’t Retire… Graduate! Today’s episode is all about conquering clutter, downsizing with dignity, and organizing your life for the next big transition—whether that’s retirement, a move, or simply refreshing your space for a more purpose-driven future. Joining me in the studio is Tara Donohue Rudo, founder of No More Piles, an organization...

Welcome back to Don’t Retire… Graduate! Today’s episode turns the tables for a special edition of our “Diary of a Financial Advisor” segment. Instead of my usual role as host, I’m stepping into the interviewee seat and handing the mic over to Tony Breen, BFG’s talented intern and a student at Stevenson University. Tony came...

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the intersection of financial empowerment, psychology, and redefining money conversations—especially for women. Joining me is Chelsea Williams, also known as the Money Whisperer, and the host of the Always and Never about the Money podcast. With nearly a decade of entrepreneurial experience, Chelsea...