Eric is joined by Sheryl Brown, an international speaker on social and digital marketing strategies for financial services, to discuss females working in a male-dominated field and the importance of diversity. The Females and Finance community How the makeup of the financial planning industry is slowly changing The importance of diversity in life, business, and …
In this episode, Eric is joined by Caitlin Pyle, founder of Work-At-Home School and Proofread Anywhere, to discuss how you can start your own business right from home, regardless of age. The steps to starting a freelance business. How fixed incomes can be unfixed. Affiliate marketing and how it can make you money. Guest Bio …
In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations. How debt is worsening during the coronavirus outbreak. Getting out of debt and staying tax deferred. How coronavirus will change the landscape of corporate real estate. How …
In this episode, Eric is joined by fellow BFG advisor and registered millennial Zack Scott to discuss the changes we’re seeing now and what others we should expect in the wake of the coronavirus. Financial opportunities for millennials while stock values are low and retirement is decades away. Avenues for tax-free wealth growth. The psychology …
In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it. Determining your retirement goals and setting the path to reach them. Monetizing what you’re good …
Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. The financial and emotional importance of aging in place and staying in your own home. How Carenextion.org can reduce stress for caregivers. The types of services …
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