Sara Lohse

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…

Hack Your Budget: Simple Steps for Saving Money and Paying Off Debt

Saving money and getting out of debt can be hard, but with the right tools, strategies, and guidance, it is possible. Join BFG Financial Advisors and Budgets Made Easy for a one-hour webinar that gives you actionable advice and simple steps to help you reach your financial goals.

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

https://www.youtube.com/watch?v=FGODu70h11M Eric Brotman, CEO of BFG Financial Advisors, discusses life insurance policies.

Just Say Yes: Getting Out of a Routine and Embracing New Experiences

Eric is joined by Heidi Herman to talk about how removing the pressure of work and routine can help you spread more living onto your everyday life. Bullet points of what is covered during the episode A 94-year-old woman’s journey through a life of…

Office Hours: 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!