Sara Lohse

CFO at Home

Don’t Retire, Graduate! with Eric Brotman Eric Brotman is the author of the book Don’t Retire…Graduate! He’s also the Chief Executive Officer of BFG Financial Advisors and host of the Don’t Retire…Graduate! podcast. On this episode of CFO at Home, Eric and Vince discuss updating our concept of retirement, challenges that Millennials and Gen Z

The Beginner’s Guide to Investing: Tips, Tricks, and What to Avoid

The Beginner’s Guide to Investing: Tips, Tricks, and What to Avoid Ready to start investing? Join Cody Niedermeier and Eric Brotman, CFP, for a FREE hour-long webinar filled with tips and tricks for beginner investors. Schedule a Consultation Transcript Cody Niedermeier: [00:00:00] Hello everyone. And welcome back. My name is Cody Niedermeier and I’m the

Office Hours: Setting Yourself Up for Financial Success this Summer

In this season’s final episode of Office Hours, Eric gives you your last extra credit assignment of the school year: what to do during the summer to set yourself up for financial success. Find the online courses at www.bfguniversity.com.  Transcript Eric Brotman: [00:00:00] This is Eric Brotman, the host of Don’t Retire… Graduate!: the podcast that

Office Hours: Justifying the Cost of Financial Advice

In today’s Office Hours, Eric answers Alexis’s question: I want a financial advisor, but it’s expensive. How do I justify the cost? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! 

Talking Wealth: Turning Assets into Income

https://www.youtube.com/watch?v=5ASuL3I3neM Turning Assets into Income and Understanding How You Want to Retire Eric Brotman, CFP, returns to Talking Wealth to discuss his new book, maintaining wealth, and how to start converting your assets into income in retirement. Link to Eric’s latest book: https://amzn.to/3jbFUAl  Free online course: www.bfguniversity.com

Inflation In The U.S.: What To Expect

Inflation in the US has been mostly modest since 1982. We have not had to worry much about the price of goods and services changing from year to year or the devaluation of the U.S. Dollar. However, that may be changing. It is important that we as Americans are prepared and understand the situation. Read

Saving For College And On Your Taxes: Understanding 529 Plans

If you have a child, grandchild, niece, nephew, or neighbor that you want to support in his or her education, a 529 plan is a good way to do so in a tax-efficient way. Understanding the uses and benefits of these plans is important in making the decision to invest in one. Read the Article

Thriving Entrepreneur

Win At Life with Eric Brotman We all want to be the winner, right. But can you really “win” life. What if I told you there was a way you could? Would you be interested? Learn today how you can Win At Life. Jump to the 40 minute mark to hear Eric Brotman teach us

One Big Tip

E123 – The Power of Client Advisory Boards: Getting Honest Feedback to Improve Your Business | with Eric Brotman If you’re not sold on the idea of a client advisory board, or if you’ve ever doubted what a powerful tool it could be, Eric will quickly convince you otherwise. It can be a great asset

Office Hours: What You Probably Don’t Understand About Financial Planning

In today’s Office Hours, Eric answers Justin’s question: What are the biggest misconceptions around financial planning? For more, visit www.financialplanningforall.com.  Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!