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…
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 …
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, …
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
December is a natural time to be thinking about money moves that families can make to transfer wealth, to reduce taxes, or to support charity organizations. Here are a few things investors and their extended families should be thinking about this month. Read the Article
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…
Eric Brotman, CFP, and Marianne Oehser, Certified Retirement Coach, host this free webinar to discuss what three things the happiest retirees have in common and how you can start planning for it now.
Alumna Lena M. Nebel, CFP, MSFS discusses employee benefits and 401K information with the York College of Pennsylvania community.
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 answered in a future episode of Office Hours! Read the article mentioned in the …
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life.
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