Sara Lohse

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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!

Health is Wealth: The Importance of Financial Fitness When Building a Business

Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial…

The Wealth Gap Widens: COVID-19’s K-Shaped Recovery

There has been a lot of conversation for months about how our economy is expected to recover from the coronavirus pandemic. Nobody had expected the ongoing effects of the virus that have held our economy hostage since the beginning of 2020, but we’re now looking at a K-shaped recovery. Read the Article

How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement

It’s time to talk about what may be the best-kept secret when it comes to saving money on taxes: Health Savings Accounts. The benefits of this account are so great that it almost feels like the IRS made a mistake and wouldn’t want us to know about it. Read the Article

Dave Ramsey’s Debt-Reduction Strategy

In today’s Office Hours, Eric answers Carl’s question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a…

Office Hours: Dave Ramsey’s Debt-Reduction Strategy

In today’s Office Hours, Eric answers Carl’s question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Gap Years For College Students Can Increase Job Prospects, Study Shows

Due to the COVID-19 pandemic, school isn’t taking a traditional route, and going off course for a year can help preserve the coveted college experience that high school seniors look forward to. But is it possible that a gap year can also make you more hirable? Read the Article