Sara Lohse

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

What You Probably Don’t Understand About Financial Planning

In today’s Office Hours, Eric answers Justin’s question: What are the biggest misconceptions around financial planning?   For more, visit .    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…

Office Hours: What You Probably Don’t Understand About Financial Planning

In today’s Office Hours, Eric answers Justin’s question: What are the biggest misconceptions around financial planning? For more, visit www.financialplanningforall.com.  Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! 

Talking Wealth: How to Talk to Your Family About Money

How to Talk to Your Family About Money: Eric Brotman, CFP® Janine interviews Eric Brotman (CEO – BFG Financial Advisors) about the dynamics between money and family, building generational habits, and preparing for your family’s future. Link to Eric’s latest book: https://amzn.to/3jbFUAl Free online course: www.bfguniversity.com

Budgets Made Easy

Reducing Debt and Building Savings: Q&A with a Financial Advisor Presented by Budgets Made Easy. Eric Brotman, CFP®, CEO of BFG Financial Advisors, answers viewers’ questions about debt, savings, and personal finance.

Broadening Your Horizons: Moving Abroad For an Affordable Lifestyle

Eric is joined by author Tim Leffel to discuss his journey of moving abroad and how he helps others do the same. What is covered during the episode: Figuring out if the ex-pat life is right for you. How to live abroad with young children. Navigating…

Paying Yourself First: Creative Strategies to Grow Your Savings

Paying Yourself First: Creative Strategies to Grow Your Savings You don’t need to be making six figures to start building your savings. Join Yanni Niebuhr, CFP®, and Cody Niedermeier for a one-hour webinar filled with simple strategies for growing your savings and reaching your financial goals. Join Eric Brotman, CFP®, and Cody Niedermeier for an

New class teaches financial literacy

https://www.youtube.com/watch?v=CMONkAp6R98 Eric Brotman, CEO of BFG Financial Advisors, discusses his new class to help you have financial literacy.