Sara Lohse

Making it Work: Discovering New Opportunities to Build a Business at Any Age

In this episode, Eric is joined by Caitlin Pyle, founder of Work-At-Home School and Proofread Anywhere, to discuss how you can start your own business right from home, regardless of age. What is covered during the episode: The steps to starting a…

The Danger of Panic-Selling Investments

In today’s Office Hours, Eric answers Sara’s question: What does panic-selling really do to your long-term savings and ability to retire? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

Office Hours: The Danger of Panic-Selling Investments

In today’s Office Hours, Eric answers Sara’s question: What does panic-selling really do to your long-term savings and ability to retire? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

HSAs And FSAs: The Differences And Benefits, Explained By A Financial Advisor

In the U.S., healthcare is a huge expense for individuals and families and is only expected to grow in the future. For this reason, there are tax-advantageous resources available that allow to pay for healthcare-related expenses in a more affordable way. Read the Article

Millennial to Millionaire

Listener Q&A w/ Eric D. Brotman “On this episode I have Eric Brotman come on the show and answer listener questions. Literally a wealth of knowledge and I think he’s the funniest guest I’ve ever had. Lots of gems in there and I am so excited for you to hear them.”

Tax Engineering: Finding Ways to Defer Capital Gains Tax to Save Money

In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations.  What is covered during the episode How debt is worsening…

Dear High School Seniors: It’s Time To Consider A Gap Year Thanks To COVID-19

For the senior class of 2020, finishing high school has been something out of the twilight zone thanks to the coronavirus pandemic. While a lot of you are now deciding which school you want to attend, I’d like to present a new question: should you attend this fall? Read the Article

I’m 40 And Haven’t Started Saving For Retirement. Is It Too Late?

Ideally, saving for retirement is something you start as soon as you start your career. But that’s not always possible. For a lot of people, cash flow just doesn’t allow for substantial savings earlier in life. Maybe you were paying off student debt, or funding a wedding, or simply trying to get by with the

Office Hours: The Financial Pros and Cons of Returning to Work

In today’s Office Hours, Eric answers Madelyn’s question: I’m thinking of returning to work, but I’m worried my husband and I will jump into the next tax bracket. What does this mean for us? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

The Financial Pros and Cons of Returning to Work

In today’s Office Hours, Eric answers Madelyn’s question: I’m thinking of returning to work, but I’m worried my husband and I will jump into the next tax bracket. What does this mean for us? Have a question? Tweet it to us at @BrotmanPlanning and it…