Sara Lohse

Shock Your Potential

Don’t Retire…Graduate! – Eric Brotman Why retire when you can graduate? Making the best financial decisions for today and the future can be daunting, but our guest today is dedicated to making the process easier, and less stressful.Eric Brotman, CFP, AEP, CPWA is the CEO of BFG Financial Ad… Why retire when you can graduate?

20: Understanding Your Employee Benefits

In today’s Office Hours, Eric answers Susan’s question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…

Office Hours: Understanding Your Employee Benefits

In today’s Office Hours, Eric answers Susan’s question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Bold Business

Productive Leadership for Growth Oriented Businesses An interview with Eric Brotman for the BOLD Business Podcast program #252 “Productive Leadership for Growth Oriented Businesses” Link to Eric’s latest book: https://amzn.to/3jbFUAl 

The Other Side of Potential

Episode 112: Financial Planning at Any Age with Eric Brotman Our guest today, Eric Brotman, is a Certified Financial Planner and the CEO of BFG Financial Advisors, an independent firm that assists clients with wealth creation, preservation, and distribution.Eric and his team of highly qualified specialists provide investment, retirement, estate, insurance, and comprehensive financial planning

How A Contested Election Can Affect Your Retirement Plan

November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having an election result could be worse for your retirement plan than your favored candidate losing. Read the Article

Bold Business LinkedIn Live

Set Your Direction for Effective Business Management Every day brings a new challenge. The unexpected problems and undertakings are the ones that test us, our processes, and can take away our focus on current initiatives. There are four areas of management that require consistent, regular attention each month. If you are like 75% of the

Making Money Mainstream: How Financial Therapy Can Take the Taboo Out of Finance

Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. …

How You Can Use a Reverse Mortgage

In today’s Office Hours, Eric answers Amy’s question: Can you use the proceeds from a reverse mortgage for anything you want or need? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Office Hours: How You Can Use a Reverse Mortgage

In today’s Office Hours, Eric answers Amy’s question: Can you use the proceeds from a reverse mortgage for anything you want or need? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!