Sara Lohse
Gap Years For College Students Can Increase Job Prospects, Study Shows
Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track
The Whole Person Podcast
https://youtu.be/S7Il_WMotSs Simple Steps to Achieve Financial Freedom (Through COVID-19 Pandemic) with Eric Brotman FAre you looking for simple steps to achieve financial freedom? The COVID-19 pandemic may have left you with more stress and less financial freedom. In today’s episode, we are joined by special guest, Eric Brotman, CEO of BFG Financial. Eric shares actionable …
Merging Your Practice
How to find the right partner for your business. By Matt Pais Maybe you don’t want to manage people anymore. Maybe you don’t want to be responsible for overseeing your practice’s books or administrative tasks. Whatever the reason, it’s not unusual for advisors to be ready to sell their practice not because of retirement, but …
The Financial Planning Process
In today’s Office Hours, Eric answers Malia’s question: How many steps are there in the financial planning process? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Office Hours: The Financial Planning Process
What Do You Want to Do Next?: Continuing Your Career Past Retirement Age
Hack Your Wealth
How to use whole life insurance to avoid taxes and grow wealth A while back, an acquaintance told me: “I don’t put my money in a bank where it earns no interest. I put it in life insurance, where it has the stability of a bank but earns 5%. I then leverage my life insurance …
Moving to Avoid State Taxes
In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!