Welcome back to Don’t Retire… Graduate! In today’s heartfelt and illuminating episode, we take a closer look at one of the most challenging—and often overlooked—topics in financial planning: preparing for the loss of a loved one, managing estates, and navigating the complexities of family and finances, especially in blended families. My guest is Katie George, …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re taking you behind the scenes of the financial planning profession with our recurring segment, Diary of a Financial Advisor. I’m excited to welcome back Andrew Harrell—a second-time guest and a perfect example of what it looks like to excel and give back in the financial …
Welcome back to Don’t Retire… Graduate! On today’s episode, we’re digging into the evolving world of content creation, self-directed IRAs, and the power of pivoting careers—especially when your passions and professional path take an unexpected but rewarding turn. I’m excited to introduce my guest, Jasmine Trocchia, former Marketing Manager for American IRA. Her journey …
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m delighted to bring you another entry in our “Diary of a Financial Advisor” segment, where we dive deep into the journeys, motivations, and unique perspectives of professionals in the financial planning world. Today, my guest is Kobe Bolanos, an Investment Operations Associate turned Financial …
https://youtu.be/OARYtuxgX8k In this webinar, Eric D. Brotman, CFP®, sits down with executive and well-being coach Linda Rosack Burton to explore the fascinating topic of “The Five Facets of Well-Being: A Journey Towards Professional Growth.” Eric and Linda bring both insight and humor to the conversation, promising an experience that’s as entertaining as it is educational. …
https://youtu.be/RNoDbp9fIcc Welcome to our free webinar, “The Life Cycle of Real Estate Investing: Strategies for Success.” Today, Meredith Mears joins host Eric Brotman, CFP®, CEO of BFG Financial Advisors, to offer listeners a practical, experience-rich guide to navigating commercial real estate. With a background spanning economic development, commercial brokerage, and extensive hands-on investment, Meredith shares …
Download the Joy/MONEY Worksheet https://youtu.be/rbx6brvtqBA Tune in to this free webinar to hear Eric Brotman, CFP®, and Aaron Velky dive into why so many of us lose passion for our work over time – and, more importantly, how to find and reignite that spark. They break down actionable frameworks, mindset shifts, and practical exercises tailored …
Yanni Niebuhr, CFP®, recently joined Mark Schoenbeck and fellow panelists Liz Hand and Kerry Jackson on the Kestra Outloud podcast to discuss their roles as G2 advisors. Each guest brings a unique perspective, having collectively navigated the challenging journey from associate to equity owner and transition leader within ensemble advisory firms. This conversation spotlights the …
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of values-driven finance and social impact investing—a topic that blends doing well financially with doing good in the world. I’m joined in the studio by Karyn Polak, founder and Chief Activator of Shift the Prism. Karyn is a lawyer by …
Welcome back to Don’t Retire… Graduate! Today’s episode takes you behind the scenes of the financial planning world with an in-depth look at what it means to be a financial advisor dedicated to serving clients’ best interests—sometimes from out of the spotlight. I’m joined by Beth Nori, a talented and detail-oriented CFP practitioner from BFG, …
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