Sara Lohse
Why Are You Happy?: Finding Joy and Strength in the Wake of Tragedy (Rerelease)
Why Are You Happy?: Finding Joy and Strength in the Wake of Tragedy

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 Kristy Schiano, Yogi and owner of the Mindful Movement Center, to tell her story of tragedy, loss, strength, and resilience. While training for a triathlon, Kristy …
25: Why Do Financial Advisors Have Asset Minimums?
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 …