Sara Lohse
Inspired Stewardship
SNS72: Interview with Eric Brotman Author of Don’t Retire… Graduate! “In tonight’s Saturday Night Special I talk to Eric Brotman author of Don’t Retire… Graduate! We talk about the four stages of developing financial independence. Eric shares how the concept of retirement is outdated and not needed. Eric and I also talk with you about the …
Investment Strategies for Roth vs. Traditional IRAs
In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…
Office Hours: Investment Strategies for Roth vs. Traditional IRAs
Your Travel Bucket List: Planning Ahead for a Lifetime of Travel
EGGS
https://www.youtube.com/watch?v=OohYaPnU9i4 Destigmatize money and build wealth with BFG Financial Advisors’ Eric D. Brotman Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent investment firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore …
Beyond the Balance Sheet
Eric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse’s loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, …
Panic Selling: What Is It And How Will It Affect My Retirement?
Between the economic uncertainty caused by COVID-19 and one of the most polarizing elections of our country’s history, we have seen more fluctuation in the market than in recent years. While fluctuation is normal, it can cause people to make bad decisions with their money–like panic selling. Read the Article
Smart Money Moves To Make In December
Saving Too Much for Retirement
In today’s Office Hours, Eric answers Jason’s question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? Have a question? Tweet it to us at @BrotmanPlanning and it may be…