In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode:Who needs a financial advisor and why Different types/specialties of financial planners How to find a financial planner Questions to ask when interviewing a financial advisor? Does the advisor …
In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find…
Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create…
In this episode, Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In this episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create an estate plan How to navigate estate planning with …
In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children,…
In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate.In this episode: How will you be remembered? What can you leave to your children, grandchildren, and future generations of your family that are more valuable than money and “stuff?” …
In this episode, Eric Brotman and his guest, Kathleen Benjamin, discuss how to prepare for Act 2 career and what to do professionally in retirement. In this episode: You’re graduating – what do you want to be when you grow up? Life after…
In this episode, Eric Brotman and his guest, Kathleen Benjamin, discuss how to prepare for Act 2 career and what to do professionally in retirement. In this episode: You’re graduating – what do you want to be when you grow up? Life after “Career 1.0”: Consulting? Entrepreneurship? Teaching? Mentoring? Interview of an Act II success …
In this episode, Eric Brotman Dianne Gilbert discuss finding your calling and a higher purpose as a volunteer in retirement. Using your time, talent, and treasury to make a difference. Interview of a “graduate” who has mastered volunteerism. What is…
Finding your calling and a higher purpose as a volunteer in retirement. Using your time, talent, and treasury to make a difference. Interview of a “graduate” who has mastered volunteerism. Guest BioDianne Gilbert is the mother of two grown children and five perfect grandchildren. After a varied career, which included teaching, years with Baltimore County …
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