Welcome back to “Don’t Retire… Graduate!” Today, we’re talking about a topic that impacts many families and is often overlooked in financial planning—preparing for special needs children and aging parents’ care. These stages of life present unique challenges that require careful planning and expert guidance to ensure both financial stability and familial harmony. In this …
https://youtu.be/PxSofoUv_gY Welcome to our latest webinar featuring Yanni Niebuhr, CFP® and esteemed business advisor Troy Brown, Esq. Join us as we navigate the journey of transforming business ideas into a thriving reality with a focus on legal and financial strategies for long-lasting success. This episode is tailored for budding entrepreneurs and established business owners aiming …
Eric Brotman joined Virginia Elder on “Reaching Abundance” to unravel the journey of integrating financial expertise with powerful podcast marketing strategies. From his early days in financial advising to embracing the realm of creative content, he shares how he’s navigated the landscape of outside business activities (OBAs), compliance, and the ever-evolving world of media to …
Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. In our “Diary of a Financial Advisor” segment, we introduce you to financial advisors and explore their professional journeys and their dedication to helping clients achieve financial success. Today, I’m delighted to have Dan Halla, a valuable member of our …
Welcome back to “Don’t Retire… Graduate!” On this episode, we’re thrilled to welcome Jasper Smith, a dedicated financial educator and visionary behind the Build Wealth Movement. With over 15 years of experience in the financial services industry, Jasper is on a mission to disrupt generational poverty and help families create sustainable wealth. Jasper Smith …
https://youtu.be/HSq8RW0n4uk Are you a HENRY (High Earner, Not Rich Yet)? Tune in to this webinar that will help you navigate the transition from earning a significant income to building lasting wealth. Hosted by Eric D. Brotman, CFP®, Cody Niedermeier, CFP®, and Jackie Kalish, CPA, this session will answer important questions, including: What income qualifies as …
Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In our Diary of a Financial Advisor segment, I, Eric Brotman, interview financial advisors about their professional journeys and their dedication to aiding others in their financial success. Today, we are lucky enough to be joined by BFG’s …
https://youtu.be/NKcXbJ8FGg8 Join Eric D. Brotman, CFP®, CAP®, John T. Butler, CFRE, and Fr. Michael Barth, ST, for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics …
Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In today’s episode, we’re taking a look at college admissions and financial aid with our special guest, Dr. Kuni Beasley. With over 40 years of experience in helping students and their families navigate the complexities of getting into …
https://youtu.be/kgh2nIGcszU Wealth and Wellness with Lena and Claudia is back! In this webinar, Claudia Glover and Lena Nebel dive into financial strategies that can help you kick off 2025 on the right foot. Claudia, an advisor and chair of the investment committee, and Lena, the president and COO of BFG, share their expertise on various …
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