https://youtu.be/SmLCXIXNCzY Join Eric Brotman and Jeff Dudley 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 aimed at helping you optimize your charitable giving. We …
Download the Slides When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to you can be stressful. Join BFG Financial Advisors and The Option Group for a free informational webinar that will answer the questions you have around: Levels of care for aging …
Eric joined Jamie Lima on the Broke Up, Not Broke(n) podcast to talk about the intricacies of financial planning related to marriage and divorce. This conversation covers a wide array of topics including prenuptial and postnuptial agreements, the financial priorities that matter more than lavish wedding plans, how to manage pensions and life insurance, and …
Eric Brotman joined George Grombacher on the Aligned Money Show to discuss how you can reach financial independence. In this episode, Eric shares invaluable wisdom on how to achieve financial independence and retire happily. From uncovering the secrets of the happiest retirees to the significance of having a purpose post-retirement, this conversation is packed with …
Eric Brotman joined Christine McCarron on the Get Your FILL podcast to discuss the concept of redefining retirement. In this conversation, Eric challenges the traditional views on retirement and offers a fresh perspective on what it means to “graduate” into a new phase of life. Through the lens of his extensive experience in financial planning …
https://youtu.be/zLQWH9epdkc Are you fully aware of the benefits your employer offers? Do you know how to maximize these benefits to improve your financial well-being? Join us for an informative webinar where a seasoned financial advisor will break down common employee benefit options and show you how to make the most of them. In this session, …
Don’t Retire. Graduate. with Eric D. Brotman Welcome to the Wealth Architect Podcast with Mark Yegge. Today’s guest is Eric Brotman, author of Don’t Retire, Graduate! and a key figure at BFG Financial Advisors. Eric, with over 31 years of experience, specializes in holistic and individualized financial planning. He emphasizes the importance of financial literacy, transparent family …
Interview with Eric Brotman, CFP® Professional and Author On today’s episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland. Eric and Matt talk about a wide array of topics. They discuss why Financial Literacy is still chronically underprioritized, how retirement doesn’t have to be the …
Financial And Trusted Advisor Eric Brotman Shares How to Plan for Succession and Secure Your Legacy “Work less and spend more time with loved ones.” –Eric Brotman Join us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With …
Building a Path to Financial Freedom “You don’t have to view retirement as an end to a journey. Instead, you can take author Eric Brotman’s advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.” https://youtu.be/K2amGjUAU4s?si=b9rkHitvVf1PmqAH
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