Sara Lohse

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

Office Hours: Using Allowance to Teach Positive Lessons to Your Kids

In today’s Office Hours, Eric answers Kyle’s question: “Does giving my child an allowance teach them positive or negative lessons about money?” The short answer is it can do both, but there are ways to offer an allowance that can teach your child about saving, philanthropy, and other important life lessons. Have a question? Tweet

Using Allowance to Teach Positive Lessons to Your Kids

In today’s Office Hours, Eric answers Kyle’s question: “Does giving my child an allowance teach them positive or negative lessons about money?” The short answer is it can do both, but there are ways to offer an allowance that can teach your child about saving, philanthropy, and other important life lessons. Have a question? Post

6: What the Fintech? How Technology is Opening the Financial Industry to More Diverse Voices with Nicole Casperson

Welcome back to Don’t Retire… Graduate! We’re holding the industry accountable today with the help of WTFintech creator and People of Finance podcast host, Nicole Casperson.  Her passions for journalism and financial technology are helping underrepresented communities access financial services and she is a thought leader on how to improve the technology to better serve

Should I Be Using Cash or Credit?

In today’s Office Hours, Eric answers Ben’s question: “Is it better to pay in cash for daily purchases or use a credit card?” This answer can vary based on your spending habits, so Eric is here to outline who may benefit from each option. Have a question? Post it in the comments, tweet it to

Office Hours: Should I Be Using Cash or Credit?

In today’s Office Hours, Eric answers Ben’s question: “Is it better to pay in cash for daily purchases or use a credit card?” This answer can vary based on your spending habits, so Eric is here to outline who may benefit from each option. Have a question? Tweet it to us at @BrotmanPlanning or post

The Only One in the Room

Eric Brotman is the Only Man in the Room Eric Brotman joined Laura Cathcart Robbins to share his story as the Only Man in the Room. Listen to the episode to hear about his experience with a women’s-only networking group and how he’s built his company to be more than a traditional financial planning firm.

The Stacking Benjamins Show

This Ain’t Your Grandparent’s Recession How does today’s down market compare to the past? Can we learn from the pain others endured during historical downturns? While it always makes sense to avoid mistakes in the past, our roundtable team also today throws the caution flag: beware reading too much into current events that don’t necessarily