Sara Lohse

The Healthy Happy Human Podcast

Amplify Your Wealth to Make the World a Better Place with Eric Brotman, CFP® Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the “Don’t Retire… Graduate!” podcast, author of the “Don’t Retire… Graduate!” book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key

Talking Wealth

Preparing for the Next Bear Market Eric Brotman is on Talking Wealth to discuss how you can prepare for the next bear market, how market downturns can affect you differently based on age, and what can be expected in the future.

Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions

Are You Ready to Retire?: Preparing Your Assets and Making the Important Decisions Whether retirement is still years away or right around the corner, there are important decisions that need to be made and vital steps that need to be taken. Join Cody Niedermeier and Kathleen Benjamin, CFP, for a FREE one-hour webinar that covers

Design Your Legacy

Timely & Timeless Advice with Eric Brotman Enclosed the insights Mr. Brotman brings to the subject of legacy: 4:58 “It’s important to have an advocate re: conflicts of interest” 6:52 Creating affluence and joy in multiple generations 9:00 A head start from his parents with their foresights and a Whole Life Insurance Policy 14:37 Millennials

Living the Retirement Lifestyle

Building a Path to Financial Freedom and Retirement at Any Age In this episode of Living The Retirement Lifestyle we have as our guest Eric Brotman financial advisor, wealth manager, mentor, author and host of the podcast Don’t Retire…Graduate!  He’s been advising his clients on investing, risk management, retirement, and financial planning for over 25 years

The Joy of Saving: Strategies to Get You Excited About Saving Money

Welcome back to Don’t Retire… Graduate! Our guest on today’s episode is a true celebrity and has made a career out of helping consumers save money. Jeanette Pavini is an Emmy-award winning reporter and author who talks about the money mindset…

More than Money: Using Your Estate Plan to Leave a Lasting Legacy

More than Money: Using Your Estate Plan to Leave a Lasting Legacy Your legacy is about more than the money you leave behind. Start rethinking your estate plan and how you can make a lasting difference in this one-hour webinar featuring Eric D. Brotman, CFP, and Jill A. Snyder, Esq. Download the Checklist

Do Free Financial Resources Actually Have Value?

On today’s episode of Office Hours, Eric answers Rachel’s question: Do free financial resources actually have value?   How can you tell the difference between a quality piece of information and an infomercial? Find out in this Q&A…

Are You Putting Too Much Faith In Your Robo-Advisor?

The landscape of the financial planning industry is changing rapidly with the growth of technology, but can a computer algorithm or a mobile app replace the need for financial advisors, or is there still value in a traditional financial advisory relationship? Read the Article

Office Hours: Do Free Financial Resources Actually Have Value?

On today’s episode of Office Hours, Eric answers Rachel’s question: Do free financial resources actually have value? How can you tell the difference between a quality piece of information and an infomercial? Find out in this Q&A session with your host, Eric Brotman! Find our resources at bfguniversity.com and brotmanmedia.com. Have a question? Tweet it to us at @BrotmanPlanning and it may