Sara Lohse

Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track

Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial…

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

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!

What Do You Want to Do Next?: Continuing Your Career Past Retirement Age

Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older….

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!

Finance and Business

Ask Brien – Finance and Business – August 27, 2020 Posted by: Patrick Swieca in Podcasts August 28, 2020 – 8:40 am 0 58 Views   Hosts: Brien Johnson and Traci DeForge Topic: Finance and Business Guest: Eric Brotman Ask Brien Radio Show airs weekly on Thursday from 1 PM – 2 PM on KHTS AM 1220. On this episode of the

Office Hours: 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!