In today’s Office Hours, Eric answers Felix’s question: what is the most valuable employee benefit I should take advantage of? This is a great question and the answer varies by person, but there are a few employee benefit options that most people…
In today’s Office Hours, Eric answers Felix’s question: what is the most valuable employee benefit I should take advantage of? This is a great question and the answer varies by person, but there are a few employee benefit options that most people underutilize and even ignore. Have a question? Post it in the comments, tweet …
Welcome back to Don’t Retire… Graduate! We have two guests today, Steven and Lauren Keys, who did something pretty incredible: retired before they turned 30. They came on the podcast to talk about how they reached financial independence at a young…
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.
Give Your Stakeholders a Say with Eric Brotman Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits …
In today’s Office Hours, Eric answers Gary’s question: Are all financial advisors and planners fiduciaries? This is a great question and the simple answer is no. Listen to hear Eric explain what a fiduciary is, why it’s important to know if your…
In today’s Office Hours, Eric answers Gary’s question: Are all financial advisors and planners fiduciaries? This is a great question and the simple answer is no. Listen to hear Eric explain what a fiduciary is, why it’s important to know if your advisor is a fiduciary, and how you can tell. Have a question? Post …
Welcome back to Don’t Retire… Graduate! Today’s guest is the most educated individual we know in this industry. Dr. Mary Bell Carlson is a financial behavioral expert who has worked with the government, military, and financial educational…
In today’s Office Hours, Eric answers Alex’s question: As a financial advisor, what is the most common mistake you see people making with their personal finances? This was a hard question to answer because there are a LOT of mistakes people make….
In today’s Office Hours, Eric answers Alex’s question: As a financial advisor, what is the most common mistake you see people making with their personal finances? This was a hard question to answer because there are a LOT of mistakes people make. The common factor for all of them? Emotions. Have a question? Post it …
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