Welcome back to Don’t Retire… Graduate! In today’s episode, I’m thrilled to welcome someone I know not only as a colleague but as a friend and business partner—Yanni Niebuhr. As part of our Diary of a Financial Advisor series, I got to sit down with Yanni, who’s celebrating an incredible 14 years at BFG. From...

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into a critical and sometimes overlooked topic: divorce and its profound impact on your financial and personal future. I’m joined in the studio by Leon W. Berg, a highly awarded divorce attorney with 50 years of experience practicing law, primarily in Baltimore County. Leon...

Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode features a unique perspective in our “Diary of a Financial Advisor” series. While we typically interview seasoned professionals in the financial planning space, this episode spotlights someone who is building a career in the world of finance from a different angle:...

Welcome back to Don’t Retire… Graduate! Today’s episode is one that speaks directly to the heart of reinvention and the pursuit of passion long after the first chapter of your career has closed. I’m thrilled to welcome Dr. Vasu Tolia as my guest—a remarkable individual whose journey from a tenured professor of pediatrics at Wayne...

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re pulling back the curtain on what it means to grow—personally and professionally—within the world of financial advising. I’m joined by Cody Niedermeier, who returns for his second visit to our “Diary of a Financial Advisor” segment. Cody’s journey is one for the books: he began...

Welcome back to Don’t Retire… Graduate! In this episode, we’re diving deep into the intersection of money, mindset, and healing from financial trauma. I’m thrilled to be joined by Alejandra Rojas, an entrepreneur, writer, and founder of the Brown Way to Money platform. As a financial mentor and the host of the Brown Way to...

Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we’re shining a light on one of life’s biggest transitions: preparing—personally and financially—for starting a family. I’m thrilled to be joined by Cody Niedermeier, who brings both professional and personal insights to the table. Not only has Cody been a trusted...

Welcome back to Don’t Retire… Graduate! In today’s heartfelt and illuminating episode, we take a closer look at one of the most challenging—and often overlooked—topics in financial planning: preparing for the loss of a loved one, managing estates, and navigating the complexities of family and finances, especially in blended families. My guest is Katie George,...

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re taking you behind the scenes of the financial planning profession with our recurring segment, Diary of a Financial Advisor. I’m excited to welcome back Andrew Harrell—a second-time guest and a perfect example of what it looks like to excel and give back in the financial...

Welcome back to Don’t Retire… Graduate! On today’s episode, we’re digging into the evolving world of content creation, self-directed IRAs, and the power of pivoting careers—especially when your passions and professional path take an unexpected but rewarding turn. I’m excited to introduce my guest, Jasmine Trocchia, former Marketing Manager for American IRA. Her journey is...