Sara Lohse

From Immigrant Roots to Investment Committee Chair: Diary of a Financial Advisor

Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passionate retirement by asking you the important question: “What do you want to be when you grow up?” In our “Diary of a Financial Advisor” segment, we interview financial advisors about

Smart Financial Moves for 2025: Tax Policies, Investing, and Retirement with Joe Saul-Sehy

Tax Policies, Investing, and Retirement with Joe Saul-Sehy

Losing a Loved One: Financial and Legal Decisions You’ll Need to Make

Join us for a free webinar featuring attorney Jill Snyder and Certified Financial Planner, Eric Brotman. Together, they will guide you through the essential financial, tax, and legal steps to take during a time in your life that can feel overwhelming and uncertain. With their advice, you’ll gain the confidence to manage estate matters, taxes,

2025 Market Recap: What You Should Know About Investing for the New Year

2025 Market Recap: What You Should Know About Investing for the New Year Thursday, November 20, 2025 1 PM EST Register Now

Open Enrollment: Making Sense of Your Employee Benefit Options

Open Enrollment: Making Sense of Your Employee Benefit Options Wednesday, August 20, 2025 1 PM EST Register Now

Understanding Insurance: What to Know to Protect Yourself, Your Family, and Your Stuff

Understanding Insurance: What to Know to Protect Yourself, Your Family, and Your Stuff Wednesday, May 28, 2025 1 PM EST Register Now

Financial Fitness for Families

https://youtu.be/-rIkw6g4CEc Understanding finances is crucial for individuals, but when it comes to families, the stakes are even higher. Join BFG Financial Advisors for a FREE hour-long webinar designed to help improve your family’s financial literacy and start your journey to financial freedom. Topics covered include: Goal setting for families Talking to kids and/or parents about

Don’t Retire… Graduate! Trailer

Welcome to Season 6 | Launching January 2025

Don’t Retire… Graduate!: Finding Purpose and Happiness After Retirement (New Season Trailer)

Welcome back to Don’t Retire… Graduate! On this episode we’re joined by John Crane, a financial advisor and author of The One Number Budget.

Modern Financial Planning: Flat Fees, Personalization, and Client Involvement

Eric Brotman joined Roger Silk on the Sterling Insights: Stand Out and Supercharge Your Assets podcast to discuss the nuances of innovative financial planning and wealth management models that his firm champions. In this episode, Eric sheds light on BFG Financial Advisors’ distinctive flat fee model, tailored to suit private wealth and financial planning engagements.