Sara Lohse
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
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
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!