Sara Lohse

Don’t Retire. Graduate. with Eric D. Brotman Welcome to the Wealth Architect Podcast with Mark Yegge. Today’s guest is Eric Brotman, author of Don’t Retire, Graduate! and a key figure at BFG Financial Advisors. Eric, with over 31 years of experience, specializes in holistic and individualized financial planning. He emphasizes the importance of financial literacy, transparent family …

Interview with Eric Brotman, CFP® Professional and Author On today’s episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland.  Eric and Matt talk about a wide array of topics.   They discuss why Financial Literacy is still chronically underprioritized, how retirement doesn’t have to be the …

Financial And Trusted Advisor Eric Brotman Shares How to Plan for Succession and Secure Your Legacy “Work less and spend more time with loved ones.” –Eric Brotman Join us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With …

Building a Path to Financial Freedom “You don’t have to view retirement as an end to a journey. Instead, you can take author Eric Brotman’s advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.” https://youtu.be/K2amGjUAU4s?si=b9rkHitvVf1PmqAH

Building Your Firm for Success Beyond You Eric recently joined Rob Brown and Phil Calandra for a conversation on the Purpose-Focused Advisor podcast. He shares his journey of cultivating talent within his firm, selling equity to retain top employees, and the importance of early succession planning. He emphasizes redefining retirement and the need for financial literacy. …

From Debt to Destiny: Crafting Your Financial Future Eric joined Anthony Weaver on the About That Wallet podcast to share his personal journey of starting a business from the ground up and the valuable lessons he learned along the way. During the engaging conversation, Eric discusses the importance of financial literacy, estate planning, and personal …

Finding Financial Freedom with Eric Brotman Eric joined Josh Cadillac on his podcast to talk about reaching financial freedom. From the disconnect between academia and real-world business experience to the impact of taxation policies, Eric shares his journey of starting a company, making sacrifices, and navigating the complexities of the financial world.  Key Takeaways: 1. …

Don’t Retire… Graduate with Eric Brotman In this conversation Eric and I discuss the concept of retirement as a graduation and the need to redefine retirement as an opportunity for growth and exploration. Eric highlights the significance of having an abundance mindset and being open to reinventing oneself in retirement. Eric shares the three secrets …

Collaboration over competition with Eric Brotman Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying …

The Four Paths To Becoming Wealthy Eric joined long-time friend of BMG, Stacking Benjamins, for a live podcast recording to talk about the different ways to become wealthy. Watch now! https://www.youtube.com/watch?v=-TW28SwiWFU