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.
Welcome back to Don’t Retire… Graduate! Today’s guest is Joseph Hogue, CFA®, the host of Let’s Talk Money! With Joseph Hogue, joining us to break down the art and science of investing and share his rules for making money in the stock market. Investing has become entertainment media and everyone wants to be slinging stocks, …
In today’s Office Hours, Eric answers Julia’s question: “I’m getting divorced. How do I know if I’m getting a fair split of marital assets?” This can be a hard situation to navigate, but bringing in a financial professional is a great way to start. Have a question? Post it in the comments, tweet it to …
In today’s Office Hours, Eric answers Julia’s question: “I’m getting divorced. How do I know if I’m getting a fair split of marital assets?” This can be a hard situation to navigate, but bringing in a financial professional is a great way to start. Have a question? Tweet it to us at @BrotmanPlanning or post …
Season 5 is here and Don’t Retire… Graduate! is back to share more actionable strategies for reaching financial independence and talk to more money nerds about what they want to be when they grow up. And your eyes are not deceiving you—this season we’re recording in VIDEO! If you’re on an audio-only player, thank you …
In today’s Office Hours, Eric answers Jesse’s question: “What advice do you have for someone interested in a career in finance or as an advisor?” The career path for a financial advisor is not well-defined, but there are several ways to get into the industry for a successful career. Have a question? Post it in …
In today’s Office Hours, Eric answers Jesse’s question: “What advice do you have for someone interested in a career in finance or as an advisor?” The career path for a financial advisor is not well-defined, but there are several ways to get into…
Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. This episode, originally released in season 3, features Heidi Herman, author of On with the Butter: Spread More Living onto Everyday Life. At 93 years old, Heidi’s mother made a list …
Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. This episode, originally released in season 3, features Heidi Herman, author of On with the…
In today’s Office Hours, Eric answers Ryan’s question: “When and how do you come with a hard figure goal for your retirement savings?” Setting a savings goal for retirement is trying to hit a moving target, so you should be revisiting this question regularly. But if you’re trying to do the math, this episode can …
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