Sara Lohse

Worrying About Retirement in Your 20s

In today’s Office Hours, Eric answers Noah’s question: “What can you tell someone in their 20s who is already worried about not being able to retire in the future?” This is a lot of stress to put on yourself so early in your life and career, but there are a few pieces of advice that

Love and Money: Financial Planning for Newly Weds

Welcome back to Don’t Retire… Graduate! On this episode we’re joined by John Crane, a financial advisor and author of The One Number Budget.

Financial Advice That’s Different Than 10 Years Ago

In today’s Office Hours, Eric answers Olivia’s question: “What advice would you give today that you wouldn’t have expected to 10 years ago?” The advice does change over time, but with 30 years of experience as a financial advisor, it’s clear that some of the basic fundamentals don’t: paying yourself first and avoiding adverse debt.

Money Lessons Learned from Movies

In today’s Office Hours, Eric answers Charlotte’s question: “What movie taught you the most about money?” Eric chose the movie The Ultimate Gift based on a book by Jim Stovall because of how it taught the value of money and how you can use it to make a difference. This is the opposite of one

Keys to Financial Confidence

Finding Your Financial Buddy: Insider Tips from Eric Brotman, CEO of BFG Financial Advisors In this captivating episode, I have the privilege of sitting down with Eric Brotman, the CEO of BFG Financial Advisors, host of the popular podcast “Don’t Retire… Graduate!”, and the award-winning author of “Don’t Retire… Graduate!” Join us as we dive

What You Should Know Before Buying a House

In today’s Office Hours, Eric answers Oliver’s question: “What should I know about finances before I buy my first home?” Well done for thinking ahead! There are so many costs that go into home ownership that are different from renting, like maintenance, taxes, and furnishing. Listen to what Eric thinks is important to know before

Opening A Roth IRA For A Minor: What You Should Know

As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.

Opening a Roth IRA for Your Child

In today’s Office Hours, Eric answers Jake’s question: “How can I open a Roth IRA for my child?” This is a great question and a great way to set your kids up for success, but you need to understand how they work and how to use them. Have a question? Tweet it to us at

2023 Stock Market Update

Join BFG Financial Advisors’ Chief Investment Officer Yanni Niebuhr, CFP®, and Kestra Financial’s Chief Investment Officer Kara Murphy, CFA®, for a discussion and live Q&A about the current state of the market. Starting with a fun, financial adaptation of Aesop’s classic fables and ending with an overview of the economy and where we expect it

When Should I Start Investing?

In today’s Office Hours, Eric answers Colby’s question: “When should somebody start investing?” The short answer is as soon as you have money available to invest, but the conversation doesn’t stop there. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future