Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of real estate investing, with a special focus on multifamily properties. Joining us is Veena Jetti, founding partner of VIVE Funds, a commercial real estate firm known for curating conservative investment opportunities. Veena’s expertise in driving corporate strategy and leveraging cutting-edge …
https://youtu.be/yXfQLOkOhBw Join BFG Financial Advisors and Podcast Abundance for an insightful webinar on Why Financial Advisors Should Podcast. In this session, hosts Eric Brotman, CFP®, and Virginia Elder will explore the benefits of podcasting for financial professionals, offering practical strategies to engage clients, build your brand, and establish thought leadership in a competitive market. Whether …
Eric Brotman joined Jasmine Trocchia on the IRA Cafe podcast to explore the intricacies of financial planning, the importance of continuous learning, and the evolving landscape of financial advice. Eric introduces his latest book, “Don’t Retire Graduate,” a guide designed to help readers achieve financial independence through a relatable, first-person narrative that emphasizes fun and …
Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we dive into the journey of a dedicated financial professional who rose from humble beginnings to making impactful strides in the financial services industry. Joining us on the podcast is Shakirrah Clarke Gunther, a Client Service Associate at BFG Financial Advisors. …
https://youtu.be/JRz1gZyH8b0 Are you looking to maximize your philanthropy while minimizing your tax burden? Join Eric D. Brotman, CFP®, CAP®, Manny Essien, CFP®, and Chris Vaughan, Vice President of Stevenson University, for an insightful discussion on powerful, tax-smart strategies. Discover how you can make a meaningful impact by supporting organizations like Stevenson University, while reducing your …
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m excited to dive deep into the world of real estate with our special guest, Nick Aufenkamp. Nick is a real estate agent who’s embarked on a unique path, teaching homebuyers how to navigate the buying process without a buyer’s agent, aiming to save them significant …
Welcome back to another Diary of a Financial Advisor segment of Don’t Retire… Graduate! . Our special guest is Kirby Ososki, a remarkable individual with 18 years of experience in the financial industry, currently working at BFG—not as a financial advisor, but as a Registered Client Service Associate. Kirby brings a distinct perspective to our …
Welcome back to Don’t Retire… Graduate! On today’s episode, we’re returning to a topic we began discussed earlier in the season: planning for families with special needs. I am thrilled to be joined by DJ Jeyaram, a dedicated attorney whose personal journey into this field was profoundly influenced by his own family’s experiences. DJ shifted …
Join BFG Financial Advisors and HWK Law Group for an impactful webinar on Maryland’s evolving tax landscape and how potential changes in 2025 and beyond could impact residents across our state. Hosted by Eric Brotman, CFP® and Nicole Hewitt, Esq. this session will explore key tax topics, including: Income Tax Landscape – What adjustments may …
Welcome back to another Diary of a Financial Advisor segment of “Don’t Retire… Graduate!” Joining Eric today is Akram Ibrahim, who brings a unique perspective to his role as the firm’s lead trader. His journey at BFG didn’t start from a calculated career plan but rather from a serendipitous encounter at a career fair …
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