No matter where they live, what they did with their lives, or how much money they have, there are three things I have observed over my career that happy retirees have in common. The good news is, these are things you can plan for. Read the Article
Eric is joined by retired Navy veteran Doug Nordman to discuss how military families can take advantage of the financial resources provided for them and how you can raise a money-savvy family. Show notes & more:
As a financial advisor, nothing is more disheartening than giving someone the advice that could change their life and watching them ignore it. In over two decades of advising clients, here are my suggestions that most often went ignored—but you can listen to. Read the Article
In today’s Office Hours, Eric answers Richard’s question: How do you engage your parents in a conversation about their financial future? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
In today’s Office Hours, Eric answers Richard’s question: How do you engage your parents in a conversation about their financial future? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
In this new age of media, podcasts are king. I compiled a list of my favorite podcasts that are perfect for anyone interested in personal finance and looking to become more financially literate. Read the Article
Eric Brotman – Don’t Retire…Graduate! “Eric Brotman is an investor, financial advisor, author, and estate planner based out of Baltimore. In 2003, he launched his own financial firm, The Brotman Financial Group. He and his team help people navigate the complex world of financial literacy and achieve positive experiences when it comes to investing their …
Don’t Retire, Graduate! With Guest Eric Brotman ““Don’t Retire, Graduate!” with guest Eric Brotman, CEO of BFG Financial Advisors. We heard from Eric about his business and what he thinks is the SMART WAY people should be thinking about retirement.”
Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes…
In today’s Office Hours, Eric answers Steven’s question: In the wake of COVID-19, how do you anticipate lending to change for real estate investors? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of…
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