Sara Lohse

Episode 16: Gender Differences in Financial Planning

Eric Brotman discusses how financial planning should differ between men and women and the benefits of a Health Savings Account with NBC’s TODAY Show’s Jean Chatzky. In this episode: Financial planning issues that women face more than men.  How to use an HSA to save and grow your money.  Why financial literacy isn’t taught in

Gender Differences When Planning For Retirement

Published on Forbes.com There a lot of things to think about when planning for retirement, and they can vary based on a lot of factors—including gender. Read More

Episode 15: Creating a Legacy Through Charitable Planning

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. • Everyone has the opportunity to be involved in philanthropy, it’s not just something for the Bill Gates and Warren Buffett’s of the world. All of us have opportunities to give

Retirement Income: Not Just Dividends

Published on Forbes.com Historically, people believed that the best—and only—way to invest for retirement was to buy stock in companies that paid predictable and rising dividends. Today, if your financial advisor recommends only this method, it may be time to start looking for a new advisor. Read More

Episode 14: Income Strategies for Retirement Planning

Eric Brotman discusses understanding the roles of yields and dividends in retirement income planning with best-selling author Marc Litchenfeld. In this episode: The concept of retirement as graduating to the next stage of life  “Rich” doesn’t always imply money but being able to live the life you want to live  Marc’s 10,11,12 system (also covered

The Allowance Ship Has Sailed: Keeping Your Grown Children From Sinking Your Retirement Plans

Published on Forbes.com Your children have grown up and graduated from college. They’re doing the “adulting thing,” as they may say. No longer paying tuition—if you were footing the bill—is a financial relief in itself, but here are more steps you should take to make sure your adult children don’t jeopardize your retirement plans. Read

Reduce Your Tax Bill, Help A Charity, And Get Income For Life

Published on Forbes.com They say only two things in this life are certain: death and taxes. While that may be true, what if I told you that you could minimize your tax bill while you’re alive and contribute a meaningful donation to your favorite charity after you die? Read More

A Solution To The Student Loan Crisis May Be On The Horizon

Published on Forbes.com Many solutions have been discussed—from full loan forgiveness to tuition payment plans to simple tough love—but few steps have been taken to lower the student loan burden that’s crushing the (mostly) millennial generation. Read More

Are New Financial Regulations In Your Best Interest?

Published on Forbes.com Across the country, laws that regulate how and why a salesperson can sell you a financial product (insurance, stocks, financial plans, etc.) are changing in attempt to protect consumers. Here’s everything you need to know so far. Read More

Episode 13: How Financial Coaching Can Help Get Anyone Started in Planning for Retirement

Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this episode: Even if you’re just getting started or you’re struggling with crippling debt, take the first step towards financial independence.  Understanding the difference between a personal finance coach and a financial advisor  Interview