Sara Lohse
Millennial Money

Build Your Path to Financial Freedom & Retirement At Any Age | Eric Brotman Let’s talk about the “r” word – retirement. It’s going to look a lot different for you and me than it did for our parents and grandparents, and that’s a good thing. What does this mean to you? Well, it means …
Grow Your Business and Grow Your Wealth

Eric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial Advisors Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don’t Retire…Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years. …
Office Hours: Transitioning into a Post-Career Lifestyle

In today’s Office Hours, Eric is joined by Susan Latremoille to answer Steve’s question: When I’m transitioning from my career and trying to figure out what’s next, how do I determine what a post-career lifestyle should be and how do I make that happen? Have a question? Tweet it to us at @BrotmanPlanning and it …
Transitioning into a Post-Career Lifestyle
In today’s Office Hours, Eric is joined by Susan Latremoille to answer Steve’s question: When I’m transitioning from my career and trying to figure out what’s next, how do I determine what a post-career lifestyle should be and how do I make that…
Life insurance can be used before death
Just Say Yes: Getting Out of a Routine and Embracing New Experiences
Office Hours: Opening Roth IRAs for Minors
Opening Roth IRAs for Minors
In today’s Office Hours, Eric answers David’s question: Can you open Roth IRAs for minors? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Capital Gains Tax Solutions Podcast

How To Avoid Paying Capital Gains Tax? Freedom From Your Fear Of Selling With Eric Brotman “The most rewarding part of what I do is seeing the positive outcomes and positive outcomes for us and our clients aren’t necessarily investment returns or something quantitative, their life moments they’re being able to retire with dignity …