Sara Lohse

The Purpose-Focused Advisor

Building Your Firm for Success Beyond You Eric recently joined Rob Brown and Phil Calandra for a conversation on the Purpose-Focused Advisor podcast. He shares his journey of cultivating talent within his firm, selling equity to retain top employees, and the importance of early succession planning. He emphasizes redefining retirement and the need for financial literacy.

About That Wallet

From Debt to Destiny: Crafting Your Financial Future Eric joined Anthony Weaver on the About That Wallet podcast to share his personal journey of starting a business from the ground up and the valuable lessons he learned along the way. During the engaging conversation, Eric discusses the importance of financial literacy, estate planning, and personal

Know Your Sh*t

Finding Financial Freedom with Eric Brotman Eric joined Josh Cadillac on his podcast to talk about reaching financial freedom. From the disconnect between academia and real-world business experience to the impact of taxation policies, Eric shares his journey of starting a company, making sacrifices, and navigating the complexities of the financial world.  Key Takeaways: 1.

Humans vs. Retirement

Don’t Retire… Graduate with Eric Brotman In this conversation Eric and I discuss the concept of retirement as a graduation and the need to redefine retirement as an opportunity for growth and exploration. Eric highlights the significance of having an abundance mindset and being open to reinventing oneself in retirement. Eric shares the three secrets

Retirement Tax Services

Collaboration over competition with Eric Brotman Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying

The Four Paths To Becoming Wealthy

The Four Paths To Becoming Wealthy Eric joined long-time friend of BMG, Stacking Benjamins, for a live podcast recording to talk about the different ways to become wealthy. Watch now! https://www.youtube.com/watch?v=-TW28SwiWFU

Know Your Why Podcast

Graduating into Retirement Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of “Don’t Retire Graduate.” Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth

Caring for Aging Loved Ones: Navigating Financial, Legal, and Healthcare Decisions

As our loved ones age, it can be challenging to navigate the changing responsibilities and understand everything that needs to be taken care of. Join BFG Financial Advisors for a FREE webinar, featuring experts in estate planning, home healthcare, and care facilities to help you understand what needs to be done and find resources to

The Cyber Business Podcast

A Guide to Retirement Planning With Eric Brotman Retirement planning is not merely a financial endeavor but a holistic journey encompassing various aspects of life. What essential elements should you consider when planning for retirement? Seasoned financial advisor Eric Brotman discloses myths that retirees often encounter surrounding financial planning. In essence, retirement planning involves finding

Breakaway Wealth

Beyond the 401(k): Eric Brotman’s Vision for Generational Wealth Wisdom In this episode, Jim talks with financial advisor and wealth manager Eric Brotman. With almost 30 years of experience, Eric shares insights on financial literacy, empowering families, and the unique approach he takes. Three Key Takeaways: Purposeful Financial Planning: It’s critical to utilize financial planning