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Great Points

June 25, 2024

Interview with Eric Brotman, CFP® Professional and Author

On today’s episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland.  Eric and Matt talk about a wide array of topics.   They discuss why Financial Literacy is still chronically underprioritized, how retirement doesn’t have to be the end of meaningful work, and what is the future of college education.  In addition to his career as a Financial Advisor, Eric has built a media company to reach people who may not have access to professional advice, including a book and podcast called “Don’t Retire…Graduate!”  

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The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**

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