Ask Brien – Finance and Business – August 27, 2020 Posted by: Patrick Swieca in Podcasts August 28, 2020 – 8:40 am 0 58 Views Hosts: Brien Johnson and Traci DeForge Topic: Finance and Business Guest: Eric Brotman Ask Brien Radio Show airs weekly on Thursday from 1 PM – 2 PM on KHTS AM 1220. On this episode of the …
In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Sandwich Generation Facing Caregiving Challenges The sandwich generation has it tough in the best of times. The pandemic has made it even tougher. Check out this article from Kiplinger that features insights and advice for the sandwich generation from BFG CEO Eric Brotman Read the Article
With an election coming up and a second stimulus package being discussed, assuming that we’ll be seeing a change in taxes is a pretty safe bet. Tax changes can have a significant impact on lifestyle for retirees—but that impact can be minimized through proper planning. Read the Article
How to Graduate into Retirement Most people don’t have enough money to retire when they want to. In this show Eric D. Brotman reveals how to disregard retirement and focus on graduating instead. Eric shares his insider knowledge on how to achieve true financial freedom, no matter the stage of life you’re in now.
Asking the Right Questions with Lena Nebel On this show, we talked about managing both your right and left brain in regard to money, when budgeting is a bad thing, and how much time you should spend thinking about your future with Lena Nebel, CFP, MSFS and Director of Financial Planning at BFG Financial Advisors. …
Retiring is a huge life event, and it isn’t one that comes with many do-overs. You have to get it right the first time. Luckily, there are ways to prepare for retirement—and even practice it—to help ensure you’re ready when the day comes. Read the Article
In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
The day you retire, a weight on your shoulders seems to remove itself as you no longer need to work to survive. But, among the bliss that is your 20-year vacation, there is a list of risks that retired individuals face more now than when they were working. Read the Article
Things to do BEFORE an Exit Event to Make Sure You’re Ready BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S. Questions we addressed: What are some of the steps that business owners can take in advance of a potential exit event? What are some …
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