Things to do BEFORE an Exit Event to Make Sure You’re Ready BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S. Questions we addressed: What are some of the steps that business owners can take in advance of a potential exit event? What are some …
In a perfect world, everyone would have an in-depth understanding of their finances, and a financial professional in their corner helping them through the big decisions. But, if you had to choose one, which is more important: financial literacy or a good advisor? Let’s explore the options. Read the Article
In today’s Office Hours, Eric answers Richard’s question: What is the responsible financial approach for a senior to live? How do you balance your own bucket list and protecting the financial futures of your kids and grandkids? Have a question?…
In today’s Office Hours, Eric answers Richard’s question: What is the responsible financial approach for a senior to live? How do you balance your own bucket list and protecting the financial futures of your kids and grandkids? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode …
“There has been a lot of talk about the extra unemployment benefits from the federal government running out this weekend. Joining us with the latest on those benefits and a possible second stimulus payment is financial adviser Eric Brotman.” Watch the Clip
Don’t Retire…Graduate: Redefining Retirement and Starting Your Own Podcast with Eric Brotman Financial Professional, Eric Brotman, reflects on his experience as a financial professional, how starting his podcast “Don’t Retire… Graduate” has helped him become an influencer in his field, and the keys to his success. https://www.youtube.com/watch?v=Xt-SufqkhOk
Every employer—at least every good one—cares about the wellbeing of their employees. Outside of the basic health insurance and 401(k)s, many companies also offer wellness programs to encourage fitness amongst their staff, but what about an employee’s financial wellness? Read the Article
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
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