On today’s episode of Office Hours, Eric answers George’s question: What would you do if I gave you a million dollars? There are two ways to look at this question. 1. If you were to give the money to invest on your behalf or 2. if you were gifting the million dollars. Either way, you’ll find …
Tips For Financial Literacy Financial literacy is a big word that means very different things to different people. Do personal finance courses or credit cards for kids actually teach usable long-term solutions? Gaby delves into the research on the topics. They then interview Sara Lohse, director of marketing for BFG Financial Advisors, about how she became …
Amplify Your Wealth to Make the World a Better Place with Eric Brotman, CFP® Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the “Don’t Retire… Graduate!” podcast, author of the “Don’t Retire… Graduate!” book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key …
Preparing for the Next Bear Market Eric Brotman is on Talking Wealth to discuss how you can prepare for the next bear market, how market downturns can affect you differently based on age, and what can be expected in the future.
Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions Whether retirement is still years away or right around the corner, there are important decisions that need to be made and vital steps that need to be taken. Join Cody Niedermeier and Kathleen Benjamin, CFP, for a FREE one-hour webinar that covers …
Timely & Timeless Advice with Eric Brotman Enclosed the insights Mr. Brotman brings to the subject of legacy: 4:58 “It’s important to have an advocate re: conflicts of interest” 6:52 Creating affluence and joy in multiple generations 9:00 A head start from his parents with their foresights and a Whole Life Insurance Policy 14:37 Millennials …
Building a Path to Financial Freedom and Retirement at Any Age In this episode of Living The Retirement Lifestyle we have as our guest Eric Brotman financial advisor, wealth manager, mentor, author and host of the podcast Don’t Retire…Graduate! He’s been advising his clients on investing, risk management, retirement, and financial planning for over 25 years …
More than Money: Using Your Estate Plan to Leave a Lasting Legacy Your legacy is about more than the money you leave behind. Start rethinking your estate plan and how you can make a lasting difference in this one-hour webinar featuring Eric D. Brotman, CFP, and Jill A. Snyder, Esq. Download the Checklist
The landscape of the financial planning industry is changing rapidly with the growth of technology, but can a computer algorithm or a mobile app replace the need for financial advisors, or is there still value in a traditional financial advisory relationship? Read the Article
On today’s episode of Office Hours, Eric answers Rachel’s question: Do free financial resources actually have value? How can you tell the difference between a quality piece of information and an infomercial? Find out in this Q&A session with your host, Eric Brotman! Find our resources at bfguniversity.com and brotmanmedia.com. Have a question? Tweet it to us at @BrotmanPlanning and it may …
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