Eric joined Avik Chakraborty on the Healthy Mind, Healthy Life podcast to challenge conventional notions of retirement and introduce the concept of graduating into a new, more fulfilling phase of life. If you’ve been contemplating your future and are curious about how to reframe retirement into a period of growth and joy, this episode is …
Eric Brotman joined Scott Carson on the Note Closer’s Show to share his wealth of knowledge on financial planning, the importance of building a strong advisory team, and the nuances of navigating retirement in today’s complex economic landscape. Together, they delve into the intricacies of estate planning, financial wellness, and how to adopt a purposeful …
https://youtu.be/SmLCXIXNCzY Join Eric Brotman and Jeff Dudley for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics aimed at helping you optimize your charitable giving. We …
Eric Brotman joined Steve Sandusky on the Between Now and Success podcast to share his extensive experience in the financial advisory industry, discussing everything from managing advisor workloads to growth strategies and the evolving role of technology in financial services. In this episode, Eric dives into the intricacies of running a successful financial advisory firm. …
https://www.youtube.com/watch?v=htXkgqSN7Uc&t=126s Welcome to another webinar in the Wealth and Wellness series! In this webinar, Lena Nebel sits down with Claudia Glover, the lead advisor and chair of the investment committee at BFG Financial Advisors, to discuss the often-debated topic of investing during an election year. With a focus on long-term strategies and maintaining stability amidst …
Download the Slides When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to you can be stressful. Join BFG Financial Advisors and The Option Group for a free informational webinar that will answer the questions you have around: Levels of care for aging …
Eric joined Jamie Lima on the Broke Up, Not Broke(n) podcast to talk about the intricacies of financial planning related to marriage and divorce. This conversation covers a wide array of topics including prenuptial and postnuptial agreements, the financial priorities that matter more than lavish wedding plans, how to manage pensions and life insurance, and …
Eric Brotman joined George Grombacher on the Aligned Money Show to discuss how you can reach financial independence. In this episode, Eric shares invaluable wisdom on how to achieve financial independence and retire happily. From uncovering the secrets of the happiest retirees to the significance of having a purpose post-retirement, this conversation is packed with …
Eric Brotman joined Christine McCarron on the Get Your FILL podcast to discuss the concept of redefining retirement. In this conversation, Eric challenges the traditional views on retirement and offers a fresh perspective on what it means to “graduate” into a new phase of life. Through the lens of his extensive experience in financial planning …
https://youtu.be/zLQWH9epdkc Are you fully aware of the benefits your employer offers? Do you know how to maximize these benefits to improve your financial well-being? Join us for an informative webinar where a seasoned financial advisor will break down common employee benefit options and show you how to make the most of them. In this session, …
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