In today’s Office Hours, Eric answers Jason’s question: “what are a few basic aspects of a financial plan that I can create myself?” The truth is, you can do it all yourself or with the help of a few vendors. A financial planner is not necessarily needed. But which way is right for you? Have …
Welcome back to Don’t Retire… Graduate! Today we’re going back to school with Rob Phelan, a high school math and personal finance teacher and author of the children’s book M is for Money. Rob is here, live from his classroom, to talk about…
In today’s Office Hours, Eric answers Matthew’s question: “is it better to pay over the asking price for a house or just rent?” There is so much going on in the market right now that is making purchasing a home — especially your first home — particularly difficult and expensive. Do you go for it …
In today’s Office Hours, Eric answers Matthew’s question: “is it better to pay over the asking price for a house or just rent?” There is so much going on in the market right now that is making purchasing a home — especially your first home –…
Welcome back to Don’t Retire… Graduate! Our guest today did what nobody thought was possible: left Eric speechless. Sharita Humphrey has a remarkable story of grit and resilience. From a homeless mother of two living out of a motel, Sharita…
In today’s Office Hours, Eric answers Mark’s question: “if you won the lottery and had the option of $30 million upfront or a million dollars a year for 30 years, which is actually the better option?” Unfortunately this is not a circumstance many of…
In today’s Office Hours, Eric answers Mark’s question: “if you won the lottery and had the option of $30 million upfront or a million dollars a year for 30 years, which is actually the better option?” Unfortunately this is not a circumstance many of us will see ourselves in, but let’s talk about it anyway. …
Welcome back to Don’t Retire… Graduate! We have a very fun episode today and couldn’t be more excited to have Emily Guy Birken here. She is a lifelong money nerd, award-winning writer, and the co-author of STACKED: Your Super Serious Guide to…
Employee Financial Wellness and the Long-term Success for the Business In this HCI Podcast episode, Dr. Jonathan H. Westover talks with Eric D. Brotman about employee financial wellness and the long-term success for the business. See the video here: https://youtu.be/IzmLM80rnlk. Eric D. Brotman, CFP®, AEP®, CPWA® (https://www.linkedin.com/in/ebrotman/) is Chief Executive Officer of BFG Financial Advisors. He began his …
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.
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