Sara Lohse
Why Do Financial Advisors Have Asset Minimums?
In today’s Office Hours, Eric answers Brianna’s question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and how BFG is doing things differently with Financial Planning for All. Have a question? Post it in …
24: Generation Wars: How Millennials, Gen Xers, and Boomers are Planning for Financial Independence Differently (Rerelease)
Generation Wars: How Millennials, Gen Xers, and Boomers Are Planning for Financial Independence Differently (Rerelease)
Listen on Spotify Listen on Apple Podcasts 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. Today, we’re welcoming back our very own Yanni Niebuhr, CFP®, Chief Investment Officer here at BFG Financial Advisors. Originally released way back in our …
Spending Your Assets: Understanding Safe Withdrawal Rates
In today’s Office Hours, Eric answers April’s question: “Why do some advisors say that taking 5% or more of your retirement nestegg out every year is dangerous?” Determining a reasonable withdrawal rate depends on factors including your asset level, retirement timeline, and age. Eric explains three different asset structuring strategies that can help you avoid …
23: Spending Your Assets: Understanding Safe Withdrawal Rates
Financial Planning For The DIYer: Can You Do This Yourself?
23: Marrying Your Finances: Navigating Engagements, Marriages, and Divorces as a Couple (Rerelease)
Marrying Your Finances: Navigating Engagements, Marriages, and Divorces as a Couple (Rerelease)
Listen on Spotify Listen on Apple Podcasts Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back our very own Lena Nebel, CFP®, Chief Operating Officer here at BFG Financial Advisors. This episode, originally released in Season 3, dives into the topics around marriage that people don’t necessarily want …
F.I.T. in Faith
Making Financial Wealth, Abundance, and Prosperity Attainable for Everybody with Sara Lohse Today’s guest, Sara Lohse, is invested in sharing truth about money with people of all ages and all ethnicities and doing so in a way that is really different than Dave Ramsey. I love the way that she shares about it in a …