Sara Lohse

Office Hours: Financial New Years Resolutions for 2023

In today’s Office Hours, Eric answers Collin’s question: “what is a good financial New Year’s resolution?” Setting New Year’s resolutions isn’t always successful, but there are some easy actions you can take to improve your finances this year. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it

9: Your Kids, Their Money: Sparking Financial Conversations and Teaching Finance with Clifton Corbin

Welcome back to Don’t Retire… Graduate! Today’s guest is a stay-at-home dad and author of the book Your Kids, Their Money, Clifton Corbin. Clifton met our team at FinCon22 and was instantly a kindred spirit, so he’s here to talk about ways to teach your kids about money, how we can change the mindset around

How Financial Planning Differs for Women

In today’s Office Hours, Eric answers Janet’s question: “Is there anything different that women should be doing differently than men when it comes to financial planning?” With women living longer and often outliving a spouse, there can be a few aspects of a plan that affect women greater than men. Have a question? Post it

Office Hours: How Financial Planning Differs for Women

In today’s Office Hours, Eric answers Janet’s question: “Is there anything different that women should be doing differently than men when it comes to financial planning?” With women living longer and often outliving a spouse, there can be a few aspects of a plan that affect women greater than men. Have a question? Tweet it

8: Find Your Voice: Getting Over the Anxiety of Public Speaking and Facing Fears with Dr. Doreen Downing

Welcome back to Don’t Retire… Graduate! Today’s episode is free therapy as we’re joined by Dr. Doreen Downing, an expert on public speaking anxiety and finding your voice.  Dr. Downing is a psychologist and confidence coach who specializes in the treatment of public speaking anxiety. She is the host of the Find Your Voice, Change

Richer Soul

Don’t Retire… Graduate! with Eric Brotman Take away: Getting to financial independence is an incredibly wonderful goal Action step: Take inventory, and figure out where you are. Money Learnings: Eric has no real financial training learned from school. They also did not talk much about money as he was growing up. Bio: Eric D. Brotman,

Making Your Money Work For You: Turning High Income into High Net Worth

Making Your Money Work For You: Turning High Income into a High Net Worth A high salary does not always lead to a high net worth–but it can! Learn the behaviors and habits that will help you build wealth and get on track towards reaching financial freedom.

Social Security for Future Generations

In today’s Office Hours, Eric answers Amanda’s question: “How might Social Security change in the future if there is a large cost-of-living adjustment in 2023?” Between the high number of boomers retiring and the low number of people joining the workforce, it’s only natural that Social Security will look a lot different for Gen Z,

Office Hours: Will Social Security Survive for Gen X, Gen Z, and Millennials?

In today’s Office Hours, Eric answers Amanda’s question: “How might Social Security change in the future if there is a large cost-of-living adjustment in 2023?” Between the high number of boomers retiring and the low number of people joining the workforce, it’s only natural that Social Security will look a lot different for Gen Z,

7: A Wealth of Joy: Redefining Success and Riches with Tamra Andress

Welcome back to Don’t Retire… Graduate! With the holidays right around the corner, it’s a perfect time to spread a little joy and who better to help us do that than the human sparkler herself: Tamra Andress. She is a thought leader in spiritual entrepreneurship who is helping business owners break out of their comfort