Sara Lohse

How to Say No to Unsolicited Financial Advice

In today’s Office Hours, Eric answers Robert’s question: If your close friend is a financial advisor and keeps telling you how to manage your money, how do you get them to stop? This can be an uncomfortable situation and sometimes you don’t want to mix business and friendships. And it goes both ways. Are you

Debt Free or Die Trying: The Four-Step Process for Digging Yourself Out of Debt (ft. Marcus Garrett)

Welcome back to Don’t Retire… Graduate! This is our first full episode of 2022 and we’re kicking off the new year with an amazing guest. Marcus Garrett is the host of the Marcus Garrett Show and author of Debt Free or Die Trying. He dug himself…

9: Common Expenses We Don’t Budget For (But Should!)

In today’s Office Hours, Eric answers Ken’s question: What are some common expenses we don’t think to budget and save for? This is a great question and a perfect time to ask it. Spoiler alert: the holiday season is on the list! Have a question?…

Common Expenses We Don’t Budget For (But Should!)

In today’s Office Hours, Eric answers Ken’s question: What are some common expenses we don’t think to budget and save for? This is a great question and a perfect time to ask it. Spoiler alert: the holiday season is on the list! Have a question? Tweet it to us at @BrotmanPlanning and it may be

Finding Your Purpose: How to Unlock Your Inner Artist on Your Journey Towards Self-Love

Welcome back to Don’t Retire… Graduate! This is our final episode of 2021, and our guest is a mentor, coach, and accomplished artist. Peleg Top uses art and creativity to guide others in their journey towards finding their purpose, and his mantra…

8: How to Balance Saving, Retirement, and Expenses in your Budget

In today’s Office Hours, Eric answers Matt’s question: How do you effectively balance between savings, retirement, and expenses? Of course, this is different for everyone, but listen to Eric explain how to determine a balance that may work for you,…

How to Balance Saving, Retirement, and Expenses in your Budget

In today’s Office Hours, Eric answers Matt’s question: How do you effectively balance between savings, retirement, and expenses? Of course, this is different for everyone, but listen to Eric explain how to determine a balance that may work for you, and adds a fourth category into the conversation: debt. Have a question? Tweet it to

Defeating the Villains: How to Save Your Retirement and Financial Plan from Devastation

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode has been teaching retirees and pre-retirees how to preserve their assets and increase their income for twenty years. Patrick Strubbe is the author of Save Your Retirement from…

Financial Advisor Red Flags

On today’s episode of Office Hours, Eric answers Nate’s question: What would you consider a red flag when talking to a financial advisor?    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of…

How Introducing New Benefits Can Improve Office Morale

I’ve owned a business for about 20 years, and time and again, I’ve learned that nothing is more critical to our success than happy and engaged employees. Here are a few ideas for how to keep your employees happy, despite the uncertainty we’re all facing during this ongoing pandemic. Read the Article