Sara Lohse

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

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!