Sara Lohse

Financial Dads

A financial chat with a return guest Eric Brotman, CEO of BFG Financial Advisors. We discuss his new book, “Don’t Retire, Graduate!” + a healthy chat about college, the economy and his 2021 views.

Season 2, Episode 26 Financial Planning for All: Financial Tools and Resources You Don’t Need to Be Rich to Use

Eric is joined by his partner and Director of Financial Planning at BFG, Yanni Niebuhr, to discuss Financial Planning For All, BFG’s new program offering free to low-cost resources and affordable financial planning designed for all ages and life stages. What is covered during the episode Financial planning is not just for the rich and

Stimulus Money: How to spend the $600

Eric Brotman, CEO of BFG Financial Advisors, lets you know what you should do with the $600 stimulus check.

Are You Saving Too Much For Retirement?

If you’ve been saving for retirement and you hit that seventh figure, first of all, congratulations. That took a lot of hard work and patience and you should be patting yourself on the back. But are you done saving? Read the Article

Office Hours: Home Equity Loans for College Tuition

In today’s Office Hours, Eric answers Keegan’s question: Is it a good idea to borrow against the equity in my house to finance college for my kids? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Aging GreatFULLY with Holley Kelley

Don’t Retire, Graduate! What better time to talk about finances than right after the Christmas presents are opened and spending has been done? Join us for this power-hour of enlightYOUment where we invite you to do something rather unconventional … that is, Don’t Retire, Graduate! That’s right, and that’s the book and podcast by this

The 5 Personal Finance Books You Should Be Reading In 2021

If you have a goal to be more financially savvy in 2021, are just curious about how you can make better money moves or want a useful gift you can give to friends and family, check out my favorite personal finance books Read the Article

Tesla Fever: Understanding Index Funds And How They May Hurt Your Retirement

It was announced that Tesla is being added to the S&P 500 Index, but having a newsworthy change to an index may not mean it’s a good investment—it may just mean the opposite. Let’s talk about what index funds are and whether they’re a good choice for your retirement portfolio. Read the Article

Inspired Stewardship

SNS72: Interview with Eric Brotman Author of Don’t Retire… Graduate! “In tonight’s Saturday Night Special I talk to Eric Brotman author of Don’t Retire… Graduate!  We talk about the four stages of developing financial independence.  Eric shares how the concept of retirement is outdated and not needed.  Eric and I also talk with you about the

Office Hours: Investment Strategies for Roth vs. Traditional IRAs

In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!