Timely & Timeless Advice with Eric Brotman
Enclosed the insights Mr. Brotman brings to the subject of legacy:
4:58 “It’s important to have an advocate re: conflicts of interest”
6:52 Creating affluence and joy in multiple generations
9:00 A head start from his parents with their foresights and a Whole Life Insurance Policy
14:37 Millennials as the first generation to realize they are on their own re: the government
17:18 Conjuring up his own mortality and what to do in between: his own life plan
19:30 The affluent and middle class: access, opportunities & resources to pay for advice
24:57 Myths about Legacies: Love letters (ethical wills) we can all create
29:57 A plan vs. a house of cards: the castle & the moat (risk assessment plans)
37:21 Non-profit world, public-private partnerships & how close certain experiences hit to home
40:50 What do you value? Cash or tangible linens (a real life story of one family)
43:14 Translating Latin to Greek, today’s school curriculum and starting a franchise
47:26 What he would like to teach his daughter: 5 things …
52:14 Aesop’s Fables, or the Aesopica: what we can learn from the Ant and the Grasshopper
54:22 Eric’s two personal legacies: As an entrepreneur & his family tree to leave the world better
