Don’t Retire… Graduate! with Eric Brotman Shellee and Eric discuss: – Financial literacy is not taught in school and young adults don’t understand the concept of how much the cost of living is. – It is hard to teach kids the concept of earning and saving money. – Things you can do as a parent …
In today’s Office Hours, Eric answers Logan’s question: “will the stock market recover in 2023?” There’s no way to know this for sure, but Eric shares his take on how this time is different, how the stock market may behave in the coming year based on history, and what you may want to start doing …
In today’s Office Hours, Eric answers Logan’s question: “will the stock market recover in 2023?” There’s no way to know this for sure, but Eric shares his take on how this time is different, how the stock market may behave in the coming year based on history, and what you may want to start doing …
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.
New Year, New Money Habits: Setting Financial Resolutions for 2023 Begin the new year on the right foot. Find out what goals you should be setting and learn methods for reaching them with Certified Financial Planner practitioner Eric Brotman and Accredited Financial Counselor Sara Lohse. Complete Your Extra Credit Enroll at Retire U to master: …
Welcome back to Don’t Retire… Graduate! and our first episode of 2023. Today’s guest is going to lead you through an interesting exercise to get you thinking about your personal money story. Shaun Maslyk, the host of the Most Hated F Word podcast, helps people identify their money stories and use them to improve their …
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? Post it in the comments, tweet it to us at @BrotmanPlanning, or post it …
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 …
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 …
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 …
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