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 Office Hours! Transcript [00:00:00] Eric Brotman: This is Eric Brotman, the host of Don’t …
Ending the Year Right: Last Minute Money Moves to Save You On Taxes We’re almost through 2021 and deadlines are approaching for certain tax-planning strategies. Join Cody Niedermeier and Eric Brotman, CFP, for a one-hour webinar that goes through multiple strategies you can take to save you on your upcoming tax bill.
Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is not a Grammy Award-winning singer songwriter, but he is a highly experienced investor who educates others on passive and alternative investing. Brian Adams is the president…
On today’s episode of Office Hours, Eric answers Grace’s question: What financial advice do you wish you’d never been given? Listen to the episode to hear three pieces of advice he was given or mistakes he has made along the way that…
On today’s episode of Office Hours, Eric answers Grace’s question: What financial advice do you wish you’d never been given? Listen to the episode to hear three pieces of advice he was given or mistakes he has made along the way that haven’t been talked about on this show before! Have a question? Tweet it to us …
Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a visionary and pioneer in the personal finance industry. Holly Morphew is the CEO of Financial Impact and her journey to financial independence was truly a wild ride,…
Dollars and Sense with Eric D. Brotman, CFP®, AEP®, CPWA® Trying to make sense of the current financial landscape? Join us as we welcome CEO of The Brotman Financial Group, Eric D. Brotman, CFP®, AEP®, CPWA®, who brings a novel approach to growing older—that is, Don’t Retire…Graduate! If you have questions about investments or are …
On today’s episode of Office Hours, Eric answers George’s question: What would you do if I gave you a million dollars? There are two ways to look at this question. 1. If you were to give the money to invest on your behalf or 2. if you were…
On today’s episode of Office Hours, Eric answers George’s question: What would you do if I gave you a million dollars? There are two ways to look at this question. 1. If you were to give the money to invest on your behalf or 2. if you were gifting the million dollars. Either way, you’ll find …
Tips For Financial Literacy Financial literacy is a big word that means very different things to different people. Do personal finance courses or credit cards for kids actually teach usable long-term solutions? Gaby delves into the research on the topics. They then interview Sara Lohse, director of marketing for BFG Financial Advisors, about how she became …
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