Sara Lohse
Know Your Why Podcast
Graduating into Retirement Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of “Don’t Retire Graduate.” Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth …
Caring for Aging Loved Ones: Navigating Financial, Legal, and Healthcare Decisions
As our loved ones age, it can be challenging to navigate the changing responsibilities and understand everything that needs to be taken care of. Join BFG Financial Advisors for a FREE webinar, featuring experts in estate planning, home healthcare, and care facilities to help you understand what needs to be done and find resources to …
The Cyber Business Podcast
A Guide to Retirement Planning With Eric Brotman Retirement planning is not merely a financial endeavor but a holistic journey encompassing various aspects of life. What essential elements should you consider when planning for retirement? Seasoned financial advisor Eric Brotman discloses myths that retirees often encounter surrounding financial planning. In essence, retirement planning involves finding …
Breakaway Wealth
Beyond the 401(k): Eric Brotman’s Vision for Generational Wealth Wisdom In this episode, Jim talks with financial advisor and wealth manager Eric Brotman. With almost 30 years of experience, Eric shares insights on financial literacy, empowering families, and the unique approach he takes. Three Key Takeaways: Purposeful Financial Planning: It’s critical to utilize financial planning …
Time in the Market: Investor Profiles and Journeys
Eric Brotman – Don’t Retire… Graduate (podcast, author) Eric Brotman is the host of the “Don’t Retire… Graduate” podcast and the CEO of BFG Financial Advisors (a RIA based in suburban Maryland). Eric generously shared insights from his 20+ years of financial planning experience, and later even flipped the script on us. Tune in to …
Financial Fitness for Families
Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for an hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about money Tax-favored …
Ultra High Net Worth Clients
Financial Freedom for Physicians
Empowering Transitions: Navigating Life’s Financial Chapters with Lena M. Nebel In this compelling episode, we are honored to host Lena M. Nebel, CFP®, MSFS, a distinguished Principal and Chief Operating Officer at BFG Financial Advisors. With her vast reservoir of financial advisory experience, Lena epitomizes the blend of empathy, meticulousness, and strategic foresight required in …
WomenShare
Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors. BFG Financial Advisors stands out in the …