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 during …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re focusing on a specific group of people: HENRYs, or High Earners, Not Rich Yet. Joining us on the podcast today is Jude Wilson, Chief Financial Strategist at Centrist Financial Strategies. With over 25 years of experience, he specializes in retirement income planning and tax reduction …
Eric Brotman was a guest on the Buried in Work podcast with Adam Zuckerman to share his perspective on reimagining retirement as a vibrant new chapter in life. In this episode, Eric and Adam explore the paradigm shift of viewing retirement not as an end, but as a beginning—much like a graduation. Eric shares his …
Welcome to another episode of “Don’t Retire… Graduate!” where I, Eric Brotman, explore the unique journeys of financial advisors and how they help others achieve financial independence. In today’s Diary of a Financial Advisor segment, I had the pleasure of speaking with Andrew Harrell, a dedicated financial advisor at BFG Financial Advisors. Andrew shares his …
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 …
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