In today’s Office Hours, Eric answers Gary’s question: Are all financial advisors and planners fiduciaries? This is a great question and the simple answer is no. Listen to hear Eric explain what a fiduciary is, why it’s important to know if your advisor is a fiduciary, and how you can tell. Have a question? Post …
In today’s Office Hours, Eric answers Alex’s question: As a financial advisor, what is the most common mistake you see people making with their personal finances? This was a hard question to answer because there are a LOT of mistakes people make. The common factor for all of them? Emotions. Have a question? Post it …
How to Advance Into Retirement Seamlessly In this episode we talk with Eric Brotman, CEO of BFG financial advisors, and host of the podcast Don’t Retire….Graduate about not only the importance of achieving financial freedom but advancing into retirement seamlessly. During our discussion we talk about: the concept of graduating instead of retreating into retirement how to …
Episode 77 – FIRE Movement: The Path To Financial Independence With Eric Brotman Financial Independence is not an easy feat to conquer because money is always accompanied by shame. When you don’t have enough, you are ridiculed; when you manage to get by, you are embarrassed by people who think you make more than you …
From Blending in to Standing Out Today, I interview Eric Brotman who was very entertaining in childhood. He loved doing standup comedy or singing, always mimicking his favorite stars. He enjoyed putting on a show for his friends and family, goofy and carefree. But he never actually used his own voice or his own style …
I wrote a very similar article back in 2020 with a list of five books I thought everyone should read. I stand by each and every book I chose for that list, but with so many new personal finance books coming out each week, I thought it was time to add some of my newer …
In today’s Office Hours, Eric answers George’s question: I keep hearing about inflation. Is there anything I can be doing to protect my finances? We’re seeing inflation in a way we haven’t for generations, and there are things you can do to be better prepared. Have a question? Post it in the comments, tweet it …
In today’s Office Hours, Eric answers Yazan’s question: What are the pros and cons of using a robo-advisor for investing? A robo-advisor has its place, and Eric explores this question from two perspectives: simple investment management and comprehensive financial planning. Have a question? Post it in the comments, tweet it to us at @BrotmanPlanning, or …
In today’s Office Hours, Eric answers Jonathan’s question: What are some realistic lifestyle changes that save money? There are two ways to look at this question, and this episode covers both. How do you create the habit itself, and what are those changes? Have a question? Tweet it to us at @BrotmanPlanning and it may …
There are a lot of expenses that, although they are common and, in some cases, annual, we don’t think to plan for them in our budget. Here are a few I think you should work into your budget this year. Read the Article
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