Sara Lohse

Student Loans vs. Retirement Planning

What should be your priority?

Office Hours: Student Loans vs. Retirement Planning

In the first ever episode of Office Hours, Eric answers a listener’s question about whether you should be prioritizing paying back student loans or saving for retirement. Have a question you want answered? Tweet it to us at @BrotmanPlanning or connect with us on Facebook.

Season 2, Episode 3: Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D.: Strategies for using and preserving retirement income.   How reverse mortgages can be tools for retirement income.  With pensions becoming more and more rare, different tools are

Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and…

Finding Your Purpose in Retirement

Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg. Bullet points of what is covered during the episode…

Season 2, Episode 2: Finding Your Purpose in Retirement with NextAvenue Editor Richard Eisenberg

Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg: Boomers are redefining retirement in the way that millennials are redefining work.   Financial literacy is lacking among all generations, but a solution is

To Roth Or Not To Roth: Contribution Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com Without diving too deep, there are two basic types of IRAs and 401(k)s: traditional and Roth. While both have their benefits, determining which type is right for you is dependent on multiple factors, the biggest of which being your age. Should you be contributing to a Roth account at your age? Read

Money Matters Top Tips

Adam Torres interviews Eric Brotman, CFP®, AEP®, CPWA®, CEO of BFG Financial Advisors, President of Brotman Consulting Group & Podcast Host at Don’t Retire…Graduate! in this episode.

Financial (In)Security: The Pros And Cons Of The SECURE Act

Published on Forbes.com On January 1, 2020, a new law called the SECURE Act was passed bringing about new regulations that can—and will—affect anyone trying to plan for their retirement. Take a look at the different provisions to see the good, the bad, and the ugly aspects of this new financial law and how they

Season 2, Episode 1: Financial Literacy Education with Certified Job and Career Development Coach Jayme Hayes

Eric Brotman discusses financial literacy education and how it impacts financial independence and retirement readiness with certified Job and Career Development Coach Jayme Hayes: In a lot of cases, young adults and children are uneducated when it comes to financial literacy. It’s important to implement this education both at home and in classrooms.   The