Sara Lohse

Aging GreatFULLY with Holley Kelley

Don’t Retire, Graduate! What better time to talk about finances than right after the Christmas presents are opened and spending has been done? Join us for this power-hour of enlightYOUment where we invite you to do something rather unconventional … that is, Don’t Retire, Graduate! That’s right, and that’s the book and podcast by this

The 5 Personal Finance Books You Should Be Reading In 2021

If you have a goal to be more financially savvy in 2021, are just curious about how you can make better money moves or want a useful gift you can give to friends and family, check out my favorite personal finance books Read the Article

Tesla Fever: Understanding Index Funds And How They May Hurt Your Retirement

It was announced that Tesla is being added to the S&P 500 Index, but having a newsworthy change to an index may not mean it’s a good investment—it may just mean the opposite. Let’s talk about what index funds are and whether they’re a good choice for your retirement portfolio. Read the Article

Retire Before Mom and Dad: Making Smart Decisions Early to Reach Financial Freedom

Eric is joined by Rob Berger, host of the Financial Freedom Show, to discuss how young adults can start making decisions early to reach financial freedom, and the struggles many people face when transitioning into financial independence. What is…

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  Eric shares how the concept of retirement is outdated and not needed.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

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 episode of Office Hours!

Your Travel Bucket List: Planning Ahead for a Lifetime of Travel

Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your 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,