Sara Lohse

The Grownup Millennial

Episode 55: Redefining retirement with Eric Brotman Forget everything you know about retirement. Honestly, toss it out the window and then come back to listen to this episode. We’ve always looked at retirement as the absence of work. Somewhere along the way we’ve been conditioned to think that we work hard for as long as

Marrying Your Finances: What to do Before You Walk Down the Aisle

Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts. Bullet points of what is covered during the episode Talking about finances…

The Military Money Show

Financial Triage: How to Rescue Yourself from Debt Financial triage is something more people should do with their money. If we aren’t mindful of them, finances can get us frazzled! If somethings off with your money, you probably already know it. You know you have to do something but what is that something? Where do

Electing Social Security Benefits Strategically

In today’s Office Hours, Eric answers Anne Marie’s question: How do I know when my husband and I should elect to start our social security benefits?    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…

Office Hours: Electing Social Security Benefits Strategically

In today’s Office Hours, Eric answers Anne Marie’s question: How do I know when my husband and I should elect to start our social security benefits?  Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

The Richuation Room

CEO Eric Brotman Reflects on Market Craziness & Provides Keys to Success This episode features Eric Brotman. Eric is the CEO of BFG Financial Advisors and has over 25 years of experience in financial planning. Eric brings a wealth of knowledge to this podcast as we discuss financial advisors, the changing investment landscape, new asset

Downsizing in Retirement: The Do’s and Don’ts

Downsizing in Retirement: The Do’s and Don’ts https://www.youtube.com/watch?v=-NQR2ZZET5A When you’re graduating into the next chapter in your life, there are going to be a lot of large changes you need to be prepared for. As an empty nester with children who have grown up and started their own families, and a retiree with less of

The Kids Will Be Alright: Opening Roth IRAs For Your Children

As parents, it’s natural we want to help our children save for their futures and build financial literacy. Roth IRAs, when opened for minors, can be a great tool to get a headstart on wealth building. Read the Article

Retirement Rescue Radio

Episode 103: Don’t Retire…Graduate! – Interview with Eric Brotman Nate discusses a different thought process around retirement with author and financial advisor Eric Brotman. He discusses how retirement should not be a retreat away from something, but something we should choose to move towards in order to better our well-being. Eric’s Book: Don’t Retire…Graduate! Click here

Breaking Down Barriers: Understanding and Battling Diversity Issues in Finance

Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled. Bullet points of what is covered…