Sara Lohse

Capital Gains Tax Solutions Podcast

How To Avoid Paying Capital Gains Tax? Freedom From Your Fear Of Selling With Eric Brotman ‬ “The most rewarding part of what I do is seeing the positive outcomes and positive outcomes for us and our clients aren’t necessarily investment returns or something quantitative, their life moments they’re being able to retire with dignity

Then Comes Marriage: How to Merge Your Financial Lives

https://youtu.be/5o7axDkpBzc Planning a wedding? Looking to get engaged? Newly married? Join Cody Niedermeier and Lena Nebel, CFP®, for a webinar that will help you check all the boxes and merge seamlessly into a marriage with shared finances. Learn what should be titled jointly, what should stay separate, and if a prenuptial agreement is a good

Recession Proof Your Retirement Podcast

Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotma‪n‬ On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the financial journey.

Money You Should Ask

Our next guest, Eric D. Brotman, CFP™, is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don’t Retire… Graduate!, and the host of the

Abundant Beans

Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally,

Office Hours: Risk Tolerance When Approaching Retirement

In today’s Office Hours, Eric answers Chris’s question: If one intends to retire at age 65 and they’re currently 52, should they leave their 401(k) in high risk? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Financial Resolutions: Smart Money Decisions to Make in 2021

New year, new you, right? Join Cody Niedermeier and Eric Brotman, CFP(R) to find out what you need to start doing NOW to be successful in your financial future. This webinar will cover topics that are important at any age–like taking a financial inventory and paying yourself first–and some actions that need to be taken

Battle of the Budget

Welcome to another episode of the Battle of the Budget Show. Here we discuss everything from financial infidelity, to common financial struggles. We talk about real issues. We interview a variety of individuals from everyday people to experts in the world of money. Today on the show we have Eric Brotman, he is the host

Office Hours: Finding a Financial Advisor in Your 20s

In today’s Office Hours, Eric answers Usman’s question: How do I find a financial advisor for advice in my 20s? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

New Year’s Resolutions: Financial Moves To Make For 2021

We’ve made it through the disaster of 2020. It’s a new year, which means it’s time to set our goals and resolutions for the months ahead. Here are my recommendations on what to do now to help you have a successful year financially. Read the Article