Sara Lohse

New Year, New Money Habits: Setting Financial Resolutions for 2023

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:

10: The Most Hated F Word: Integrating Finance and Happiness with Shaun Maslyk

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

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? Post it in the comments, tweet it to us at @BrotmanPlanning, or post it

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.