In today’s Office Hours, Eric answers Alicia’s question: “Can money actually buy happiness?” Over his 30-year career, Eric has seen people with more money than they could ever need who were miserable and some who were happy. The same can be said for those with more modest wealth. So what’s the answer? Have a question? …
In today’s Office Hours, Eric answers Alicia’s question: “Can money actually buy happiness?” Over his 30-year career, Eric has seen people with more money than they could ever need who were miserable and some who were happy. The same can be said for those with more modest wealth. So what’s the answer? Have a question? …
Creating Wealth WITHOUT A Budget In the episode, Eric discusses how most people think about retirement the wrong way, interview questions to ask a potential financial advisor, DIY tips if you choose to manage your finances yourself, creative ways to eliminate debt…and more! Questions Asked: In your opinion, are most people thinking about retirement wrong? …
Welcome back to Don’t Retire… Graduate! Today’s guest is known in the financial media space as the Frugal Gay and that frugality paid off. Tom Brickman reached financial independence through real estate investing and currently has 22 doors in Ohio and Texas. He is here to share his experiences, advice, and mistakes he has made …
In today’s Office Hours, Eric answers James’s question: “What do I do with my 401(k) when I change jobs?” There are several things to consider regarding your 401(k), including whether or not you’ve vested in the matched contributions and if you should move it somewhere else or leave it where it is. Have a question? …
In today’s Office Hours, Eric answers James’s question: “What do I do with my 401(k) when I change jobs?” There are several things to consider regarding your 401(k), including whether or not you’ve vested in the matched contributions and if you should move it somewhere else or leave it where it is. Tweet it to …
Welcome back to Don’t Retire… Graduate! Today’s guest is an advocate and educator for a community that is often left out of the traditional financial journey: service industry workers. Barbara Sloan is the author of Tipped: The Life Changing Guide to Financial Freedom for Waitresses, Bartenders, Strippers, and All Other Service Industry Professionals. She went …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?” There are plenty of ways to answer this question: spend it, invest it, save it… But Eric’s #1 piece of advice is not to have one at all. Have a question? Tweet it to us at @BrotmanPlanning or post …
In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?” There are plenty of ways to answer this question: spend it, invest it, save it… But Eric’s #1 piece of advice is not to have one at all. Have a question? Tweet it to us at @BrotmanPlanning or post it on …
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**
Investor Disclosures: https://bit.ly/KF-Disclosures
Copyright © Brotman Media Group
