In today’s Office Hours, Eric answers Kate’s question: “Will financial advisors become obsolete? ” With the growth of FinTech and robo-advisors, the role of a financial advisor does seem to be changing but it may also be becoming more important to have someone in your corner. Have a question? Tweet it to us at @BrotmanPlanning, or …
In today’s Office Hours, Eric answers Kate’s question: “Will financial advisors become obsolete?” With the growth of FinTech and robo-advisors, the role of a financial advisor does seem to be changing but it may also be becoming more important to have someone in your corner. Have a question? Post it in the comments, tweet it to …
Welcome back to Don’t Retire… Graduate! Today’s guest is Bobbi Rebell, a fellow University of Pennsylvania alum, is here for a reunion to talk about topics that we’re all thinking about (at least, we money nerds are): financial wellness, student loans, stress, and how to prepare the next generation for the future. Bobbi is the …
How To Graduate into being a Financial Grownup (and Eventually Retire!) From financial wellness to tough love on what it really takes to control how and when you retire, Don’t Retire.. Graduate author Eric Brotman shares a unique perspective on how financial grownups can make their long term goals a reality- even if the math …
In today’s Office Hours, Eric answers Morgan’s question: “What’s the difference between a fee-only and a fee-based financial advisor?” This is a great question and understanding the different fee structures for financial advice and when they are appropriate can help you choose your advisor. Have a question? Post it in the comments, tweet it to …
In today’s Office Hours, Eric answers Morgan’s question: “What’s the difference between a fee-only and a fee-based financial advisor?” This is a great question and understanding the different fee structures for financial advice and when they are appropriate can help you choose your advisor. Have a question? Tweet it to us at @BrotmanPlanning or post …
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.
Welcome back to Don’t Retire… Graduate! Today’s guest is a military veteran, military spouse, and financial coach who works to help the military community gain control and confidence around their money. Lacey Langford, AFC® shares her story of military service, the challenges she has seen and helped military couples overcome throughout her career, and the …
In today’s Office Hours, Eric answers Juan’s question: “Is it better to skip investing in the stock market and buy real estate instead?” It’s not necessarily wise to go all in for either option, and Eric explains the pros and cons of each. Have a question? Tweet it to us at @BrotmanPlanning or post it …
In today’s Office Hours, Eric answers Juan’s question: “Is it better to skip investing in the stock market and buy real estate instead?” It’s not necessarily wise to go all in for either option, and Eric explains the pros and cons of each. Have a question? Post it in the comments, tweet it to us …
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