Sara Lohse

The F Word

On today’s episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors. In today’s chat we will discuss: Gender Differences in Financial Planning: Does it matter? Estate Planning: Is it only for the wealthy? CFP® certification: Why it’s the designation of choice for

5-Minute Finance: When It Comes To College, Planning Is Personal

Published on AdvisorNews.com Kathleen Benjamin shares some useful strategies for using financial vehicles to help families plan for college, no matter where they are in life. Click here

Episode 20: Overcoming Challenges and Inspiring Others to Thrive

Eric Brotman discusses Overcoming Challenges and Inspiring Others to Thrive with yogi business professional Kristy Schiano. In this episode: Moving your life through phases and coping with each phase.   Mental, physical, emotional, spiritual healing through yoga therapy and integrating all forms of wellness including financial.  Impact of gratitude and focusing on the present moments.

Charitable Giving Isn’t Just For The 1%: How Millennials Can—And Will—Change The World

Published on  Forbes.com Best-selling author Arlene Cogen has taught people of all backgrounds, situations and socioeconomic statuses that giving back to the community isn’t as complicated as it seems—and isn’t just for the 1% Click here

Millennials Can Reach Retirement Early—If They Avoid These Mistakes

Published on Forbes.com Millennials are looking to gain financial independence much sooner than previous generations. But to do that, they need to avoid some major pitfalls that could derail their plans. Read Article

Episode 19: Finding Happiness and Success in Retirement

Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff. In this episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into careers.  We are going to live longer than we ever expected and life will be more expensive than

Open Enrollment Is Coming: Consider An HSA

Published on Forbes.com While many employees spend time thinking about their 401(k) plans and health insurance, now is also the time to get more familiar with the best legal tax-avoidance strategy available to American taxpayers: the Health Savings Account. Read Article

Episode 18: Grooming your Children for the Family Business

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: Retirement for one generation of a family business often hinges on the successful transfer of the business responsibility to the next generation – but this transition is tricky at best. What

How Millennials are Changing the Retirement Conversation

Published on Forbes.com It’s time to give credit where credit is due: millennials understand retirement in a way that no other generation has. Read Article

Episode 17: Repurposing Your Lifelong Career

Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode:  Career Pivots and the idea that logical incremental steps can take you anywhere career wise and otherwise.  How to combine your purpose and profit to be successful.  In today’s world, after