Sara Lohse

Episode 18: Grooming your Children for the Family Business

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: Retirement for one generation of a family business often hinges on the successful transfer of the business responsibility to the next generation – but this transition is tricky at best. What

Grooming your Children for the Family Business

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges…

How Millennials are Changing the Retirement Conversation

Published on Forbes.com It’s time to give credit where credit is due: millennials understand retirement in a way that no other generation has. Read Article

Episode 17: Repurposing Your Lifelong Career

Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode:  Career Pivots and the idea that logical incremental steps can take you anywhere career wise and otherwise.  How to combine your purpose and profit to be successful.  In today’s world, after

Repurposing your Lifelong Career

Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode:  Career Pivots and the idea that logical incremental steps can take you anywhere career…

Episode 16: Gender Differences in Financial Planning

Eric Brotman discusses how financial planning should differ between men and women and the benefits of a Health Savings Account with NBC’s TODAY Show’s Jean Chatzky. In this episode: Financial planning issues that women face more than men.  How to use an HSA to save and grow your money.  Why financial literacy isn’t taught in

Gender Differences in Financial Planning

Gender Differences in Financial Planning with NBC’s Today Show’s Jean Chatzky

Gender Differences When Planning For Retirement

Published on Forbes.com There a lot of things to think about when planning for retirement, and they can vary based on a lot of factors—including gender. Read More

Creating a Legacy Through Charitable Planning

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. “Giving is thoughtful and highly personal…It comes down to your values, what…

Episode 15: Creating a Legacy Through Charitable Planning

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. • Everyone has the opportunity to be involved in philanthropy, it’s not just something for the Bill Gates and Warren Buffett’s of the world. All of us have opportunities to give