Sara Lohse
What Do You Want to Do Next?: Continuing Your Career Past Retirement Age
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
Sandwich Generation Faces Caregiving Challenges
How Tax Code Changes Can Affect Retirees
Business Credit & Financing Show

How to Graduate into Retirement Most people don’t have enough money to retire when they want to. In this show Eric D. Brotman reveals how to disregard retirement and focus on graduating instead. Eric shares his insider knowledge on how to achieve true financial freedom, no matter the stage of life you’re in now.
Money Savage

Asking the Right Questions with Lena Nebel On this show, we talked about managing both your right and left brain in regard to money, when budgeting is a bad thing, and how much time you should spend thinking about your future with Lena Nebel, CFP, MSFS and Director of Financial Planning at BFG Financial Advisors. …