Sara Lohse

Practice Makes Perfect: Practicing for Retirement While You’re Still Working

Practice Makes Perfect: Practicing for Retirement While You’re Still Working Retiring is a huge life event, and it isn’t one that comes with many do-overs. You have to get it right the first time. Luckily, there are ways to prepare for retirement—and even practice it—to help ensure you’re ready when the day comes. Join Eric

Office Hours: The Retirement Readiness Checklist

In today’s Office Hours, Eric answers Jeff’s question: What are the things we need to do when we’re contemplating retirement that may be time-sensitive or urgent? Is there a checklist? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

The Grownup Millennial

Episode 55: Redefining retirement with Eric Brotman Forget everything you know about retirement. Honestly, toss it out the window and then come back to listen to this episode. We’ve always looked at retirement as the absence of work. Somewhere along the way we’ve been conditioned to think that we work hard for as long as

The Military Money Show

Financial Triage: How to Rescue Yourself from Debt Financial triage is something more people should do with their money. If we aren’t mindful of them, finances can get us frazzled! If somethings off with your money, you probably already know it. You know you have to do something but what is that something? Where do

Office Hours: Electing Social Security Benefits Strategically

In today’s Office Hours, Eric answers Anne Marie’s question: How do I know when my husband and I should elect to start our social security benefits?  Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

The Richuation Room

CEO Eric Brotman Reflects on Market Craziness & Provides Keys to Success This episode features Eric Brotman. Eric is the CEO of BFG Financial Advisors and has over 25 years of experience in financial planning. Eric brings a wealth of knowledge to this podcast as we discuss financial advisors, the changing investment landscape, new asset

Downsizing in Retirement: The Do’s and Don’ts

Downsizing in Retirement: The Do’s and Don’ts https://www.youtube.com/watch?v=-NQR2ZZET5A When you’re graduating into the next chapter in your life, there are going to be a lot of large changes you need to be prepared for. As an empty nester with children who have grown up and started their own families, and a retiree with less of

The Kids Will Be Alright: Opening Roth IRAs For Your Children

As parents, it’s natural we want to help our children save for their futures and build financial literacy. Roth IRAs, when opened for minors, can be a great tool to get a headstart on wealth building. Read the Article

Retirement Rescue Radio

Episode 103: Don’t Retire…Graduate! – Interview with Eric Brotman Nate discusses a different thought process around retirement with author and financial advisor Eric Brotman. He discusses how retirement should not be a retreat away from something, but something we should choose to move towards in order to better our well-being. Eric’s Book: Don’t Retire…Graduate! Click here

Talking Wealth

Eric Brotman on the Talking Wealth Podcast In this episode of Talking Wealth, Dale is joined by Eric Brotman (CEO – BFG Financial Advisors) In a discussion around his latest book ‘Don’t Retire…Graduate’, before diving into their main topic ‘How to work towards retirement after suffering from financial loss due to the pandemic’. Get the