Sara Lohse

How To Know If You’re Ready To Retire

Retiring is a huge life event, and it isn’t one that comes with many do-overs. You have to get it right the first time. Luckily, there are ways to prepare for retirement—and even practice it—to help ensure you’re ready when the day comes. Read the Article

Your Happiness Portfolio: Finding Balance in Your Retirement

Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness.  Bullet points of what is covered during the episode How retirement can adversely…

Finding Financial Resources Online

In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice?  Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Office Hours: Finding Financial Resources Online

In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Risks That Can Derail Retirement

The day you retire, a weight on your shoulders seems to remove itself as you no longer need to work to survive. But, among the bliss that is your 20-year vacation, there is a list of risks that retired individuals face more now than when they were working. Read the Article

We Could Be Doing This Instead: Living a Life That Ignites You

Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up. Highlights: …

Exit Coach Radio

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

What Matters More To A Secure Retirement: A Financial Advisor Or Financial Literacy?

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

Responsible Financial Decisions for Seniors in Retirement

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?…

Office Hours: Responsible Financial Decisions for Seniors in Retirement

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