Sara Lohse

Office Hours: Setting Yourself Up for Financial Success this Summer

In this season’s final episode of Office Hours, Eric gives you your last extra credit assignment of the school year: what to do during the summer to set yourself up for financial success. Find the online courses at www.bfguniversity.com.  Transcript Eric Brotman: [00:00:00] This is Eric Brotman, the host of Don’t Retire… Graduate!: the podcast that

Being a Money Talker: Talking to Your Kids about Money and Inspiring Entrepreneurship

Eric is joined by Cody Loughlin, host of the Money Talkers podcast, to discuss the importance of talking about money with kids and the ups and downs that come with entrepreneurship. What is covered during the episode: Going from a millionaire to…

Justifying the Cost of Financial Advice

In today’s Office Hours, Eric answers Alexis’s question: I want a financial advisor, but it’s expensive. How do I justify the cost?   Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Office Hours: Justifying the Cost of Financial Advice

In today’s Office Hours, Eric answers Alexis’s question: I want a financial advisor, but it’s expensive. How do I justify the cost? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! 

Talking Wealth: Turning Assets into Income

https://www.youtube.com/watch?v=5ASuL3I3neM Turning Assets into Income and Understanding How You Want to Retire Eric Brotman, CFP, returns to Talking Wealth to discuss his new book, maintaining wealth, and how to start converting your assets into income in retirement. Link to Eric’s latest book: https://amzn.to/3jbFUAl  Free online course: www.bfguniversity.com

Inflation In The U.S.: What To Expect

Inflation in the US has been mostly modest since 1982. We have not had to worry much about the price of goods and services changing from year to year or the devaluation of the U.S. Dollar. However, that may be changing. It is important that we as Americans are prepared and understand the situation. Read

The Courage of Confidence: Making Gutsy Decisions to Reach your Goals

Eric is joined by sociologist and money coach Dr. Brenda Uekert to discuss methods to achieve financial freedom that builds the confidence to live a happier life. Bullet points of what is covered during the episode • Discovering the FI/RE movement…

Saving For College And On Your Taxes: Understanding 529 Plans

If you have a child, grandchild, niece, nephew, or neighbor that you want to support in his or her education, a 529 plan is a good way to do so in a tax-efficient way. Understanding the uses and benefits of these plans is important in making the decision to invest in one. Read the Article

Thriving Entrepreneur

Win At Life with Eric Brotman We all want to be the winner, right. But can you really “win” life. What if I told you there was a way you could? Would you be interested? Learn today how you can Win At Life. Jump to the 40 minute mark to hear Eric Brotman teach us

One Big Tip

E123 – The Power of Client Advisory Boards: Getting Honest Feedback to Improve Your Business | with Eric Brotman If you’re not sold on the idea of a client advisory board, or if you’ve ever doubted what a powerful tool it could be, Eric will quickly convince you otherwise. It can be a great asset