Sara Lohse

CFO at Home

Don’t Retire, Graduate! with Eric Brotman Eric Brotman is the author of the book Don’t Retire…Graduate! He’s also the Chief Executive Officer of BFG Financial Advisors and host of the Don’t Retire…Graduate! podcast. On this episode of CFO at Home, Eric and Vince discuss updating our concept of retirement, challenges that Millennials and Gen Z

The Beginner’s Guide to Investing: Tips, Tricks, and What to Avoid

The Beginner’s Guide to Investing: Tips, Tricks, and What to Avoid Ready to start investing? Join Cody Niedermeier and Eric Brotman, CFP, for a FREE hour-long webinar filled with tips and tricks for beginner investors. Schedule a Consultation Transcript Cody Niedermeier: [00:00:00] Hello everyone. And welcome back. My name is Cody Niedermeier and I’m the

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 . 

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…