Sara Lohse

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…

Talking Wealth

Eric Brotman on the Talking Wealth Podcast In this episode of Talking Wealth, Dale is joined by Eric Brotman (CEO – BFG Financial Advisors) In a discussion around his latest book ‘Don’t Retire…Graduate’, before diving into their main topic ‘How to work towards retirement after suffering from financial loss due to the pandemic’. Get the

Maple Money

A Different Way to Look at Retirement, with Eric Brotman Welcome to The MapleMoney Show, the podcast that helps Canadians improve their finances to create lasting financial freedom. I’m your host, Tom Drake, the founder of MapleMoney, where I’ve been writing about all things related to personal finance since 2009. What does retirement look like

Money Talkers

Let’s Talk Investing: Amplifying Wealth – Interview with Eric Brotman Eric Brotman is widely knowledgable in the world of finance, and in today’s episode, he’s sharing a major financial investing tip that no one is talking about. Eric has over 25 years of experience in financial planning and founded his firm in Baltimore in 2003.

TurboTax or a CPA: Which is Better for Me?

In today’s Office Hours, Eric answers Harvey’s question: Who needs a CPA vs. just using TurboTax for filing your taxes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Office Hours: TurboTax or a CPA: Which is Better for Me?

In today’s Office Hours, Eric answers Harvey’s question: Who needs a CPA vs. just using TurboTax for filing your taxes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Work-at-Home Heroes

Steps to Financial Freedom With Eric Brotman Eric Brotman, the CEO of BFG Financial Advisors, looks back on how he started his business and what he has learned about financial advisors over time. Concerned that many people do not have any financial education, he created a resource, “Don’t Retire… Graduate!” as a free guidebook for

What Comes Next: Understanding the Legal Process After a Loved One Dies

Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes. Bullet points of what is covered during the…