Sara Lohse

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

Sunday, July 26, 2020 on WBAL-TV

“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

Kestra Out Loud

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

Employers, Its Time To Start Supporting Your Employees’ Financial Wellness

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

The 3 Secrets Of The Happiest Retirees (And How You Can Plan For Them)

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

Military Money: How Military Families Can Become Financially Savvy

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:  

Top Pieces Of Financial Advice That Nobody Takes

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

Talking to Your Parents About Money

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!