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!
Sara Lohse
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 …
Then Comes Marriage: How to Merge Your Financial Lives
https://youtu.be/5o7axDkpBzc Planning a wedding? Looking to get engaged? Newly married? Join Cody Niedermeier and Lena Nebel, CFP®, for a webinar that will help you check all the boxes and merge seamlessly into a marriage with shared finances. Learn what should be titled jointly, what should stay separate, and if a prenuptial agreement is a good …
Recession Proof Your Retirement Podcast
Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the financial journey. …
Money You Should Ask
Our next guest, Eric D. Brotman, CFP™, is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don’t Retire… Graduate!, and the host of the …
Budgets Made Easy: Setting Smart Goals and Getting Yourself Out of Debt
Eric is joined by Ashley Patrick to talk about the coaching elements of finance and managing your debt. What is covered during the episode: The student loan crisis, alternative opportunities, and the future of…
Abundant Beans
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent 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 in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, …
Office Hours: Risk Tolerance When Approaching Retirement
In today’s Office Hours, Eric answers Chris’s question: If one intends to retire at age 65 and they’re currently 52, should they leave their 401(k) in high risk? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Risk Tolerance When Approaching Retirement
In today’s Office Hours, Eric answers Chris’s question: If one intends to retire at age 65 and they’re currently 52, should they leave their 401(k) in high risk? Have a question? Tweet it to us at @BrotmanPlanning and it may be…
