Sara Lohse

Help Needed?: Why You Should Seek A Financial Advisor

Published on Forbes.com In a Do-It-Yourself society, we often try to avoid asking for help because “we got this.” But when it comes to your financial future, the consequence of DIY retirement planning could be a lot worse than a bathroom remodel gone wrong. Read More

Ask A Financial Advisor: Who Are Your Typical Clients?

Published on Forbes.com Choosing a financial advisor should not be based only on who they are, but also on who they work with. Asking these key questions can help you determine how you fit in with an advisor’s client roster. Read Article

Episode 10: How the Financial Media Encourages Bad Behavior

In this episode, Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode: The financial media is a product they are selling, not a public service. Advice from the media is one-size-fits-all,

How the Financial Media Encourages Bad Behavior

Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode:  The financial media is a product they are…

May 14, 2019 Forbes.com “Fixing Social Security Is Easy (If You’re Not Running For Office)” The failure and insolvency of the Social Security system seems inevitable if elected officials won’t take steps to prevent it. But there are easy ways to fix the system before it goes under completely.

Published on Forbes.com The failure and insolvency of the Social Security system seems inevitable if elected officials won’t take steps to prevent it. But there are easy ways to fix the system before it goes under completely. Read Article

Ask A Financial Advisor: Are You Part Of A Team?

Published on Forbes.com When you’re interviewing potential financial advisors, there are a lot of questions you’ll want to ask to make sure you’re choosing the right advisor for you. One very important question to ask is this: Do you have a team? Here’s why. Read Article

How Retirement is Not a Sprint, It is A Marathon

In this episode, Eric talks with Yanni Neibuhr, a financial advisor for BFG, on how different generations view financial independence and how you should start thinking about retirement in your 20s and 30s.  In this episode: ● Retirement is…

Episode 9: How Retirement is Not a Sprint, It is A Marathon

In this episode, Eric talks with Yanni Neibuhr, a financial advisor for BFG, on how different generations view financial independence and how you should start thinking about retirement in your 20s and 30s. In this episode: Retirement is not something that should be started at 60, it should be started as soon as possible  Millennials have

Ask A Financial Advisor: How Often Will We Meet Together?

Published on Forbes.com Understanding what level of communication you should expect from your financial advisor will be important as you move forward in the professional relationship, so one of the questions you need to ask each advisor you’re considering is this: How often will we be meeting? Read Article

Financial Planning 101: Where Do I Start?

Published on Forbes.com When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match. Read Article