In today’s Office Hours, Eric answers Tina’s question: how much money should I have in retirement savings now in order to have enough income later? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Published on Forbes.com In our last article, we discussed how different generations might view contributions to traditional IRAs and 401(k)s versus Roth IRAs and 401(k)s. Now, we’re looking at how conversions work and who might benefit most by converting traditional retirement accounts into Roth retirement accounts. Read Article
Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of Boomer Benefits. Understanding what Medicare is and how to navigate it. Medicare is not free and should be part of your retirement planning. How to prepare for …
In the first ever episode of Office Hours, Eric answers a listener’s question about whether you should be prioritizing paying back student loans or saving for retirement. Have a question you want answered? Tweet it to us at @BrotmanPlanning or connect with us on Facebook.
Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D.: Strategies for using and preserving retirement income. How reverse mortgages can be tools for retirement income. With pensions becoming more and more rare, different tools are …
Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg: Boomers are redefining retirement in the way that millennials are redefining work. Financial literacy is lacking among all generations, but a solution is …
Published on Forbes.com Without diving too deep, there are two basic types of IRAs and 401(k)s: traditional and Roth. While both have their benefits, determining which type is right for you is dependent on multiple factors, the biggest of which being your age. Should you be contributing to a Roth account at your age? Read …
Adam Torres interviews Eric Brotman, CFP®, AEP®, CPWA®, CEO of BFG Financial Advisors, President of Brotman Consulting Group & Podcast Host at Don’t Retire…Graduate! in this episode.
Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they …
Eric Brotman discusses financial literacy education and how it impacts financial independence and retirement readiness with certified Job and Career Development Coach Jayme Hayes: In a lot of cases, young adults and children are uneducated when it comes to financial literacy. It’s important to implement this education both at home and in classrooms. The …
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