Published on Forbes.com Choosing a financial advisor should not be based only on who they are, but also on who they work with. Asking these key questions can help you determine how you fit in with an advisor’s client roster. Read Article
In this episode, Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode: The financial media is a product they are selling, not a public service. Advice from the media is one-size-fits-all, …
Published on Forbes.com The failure and insolvency of the Social Security system seems inevitable if elected officials won’t take steps to prevent it. But there are easy ways to fix the system before it goes under completely. Read Article
Published on Forbes.com When you’re interviewing potential financial advisors, there are a lot of questions you’ll want to ask to make sure you’re choosing the right advisor for you. One very important question to ask is this: Do you have a team? Here’s why. Read Article
In this episode, Eric talks with Yanni Neibuhr, a financial advisor for BFG, on how different generations view financial independence and how you should start thinking about retirement in your 20s and 30s. In this episode: Retirement is not something that should be started at 60, it should be started as soon as possible Millennials have …
Published on Forbes.com Understanding what level of communication you should expect from your financial advisor will be important as you move forward in the professional relationship, so one of the questions you need to ask each advisor you’re considering is this: How often will we be meeting? Read Article
Published on Forbes.com When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match. Read Article
In this episode, Eric discusses how to establish and maintain financial freedom with best-selling personal finance author Damion Lupo. In this episode: How failure helps you succeed Becoming financially free The importance of a financial runway and how to understand yours Financial advisors versus salespeople dichotomy Guest Bio Best Selling Author in personal finance and …
Published on Forbes.com Financial advisors and planners don’t all conduct business exactly the same way. Being individual people, they each have their own philosophy, their own experienced-based opinions and their own way of charging you for their expertise. Here are the five common ways that advisors will be paid. Read Article
The Money Jar Podcast Description: Financial literacy is important to teach to children as early as possible. The issue is how to make something as complex as finances in a clear, simple manner. On this episode, the Money JAR team talks with a parent and professional financial advisor about ways that he is teaching his …
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**
Investor Disclosures: https://bit.ly/KF-Disclosures
Copyright © Brotman Media Group
