In today’s Office Hours, Eric answers Jake’s question: “How can I open a Roth IRA for my child?” This is a great question and a great way to set your kids up for success, but you need to understand how they work and how to use them. Have a question? Tweet it to us at …
Join BFG Financial Advisors’ Chief Investment Officer Yanni Niebuhr, CFP®, and Kestra Financial’s Chief Investment Officer Kara Murphy, CFA®, for a discussion and live Q&A about the current state of the market. Starting with a fun, financial adaptation of Aesop’s classic fables and ending with an overview of the economy and where we expect it …
In today’s Office Hours, Eric answers Jake’s question: “How can I open a Roth IRA for my child?” This is a great question and a great way to set your kids up for success, but you need to understand how they work and how to use them. Have a question? Tweet it to us at …
Welcome back to Don’t Retire… Graduate! On this episode, Eric Brotman chats with financial industry veteran Troy Holt about the importance of financial literacy and shares some key strategies for managing your personal finances. Troy is passionate about financial literacy and explains how a job in finance can provide both community impact and personal satisfaction …
In today’s Office Hours, Eric answers Colby’s question: “When should somebody start investing?” The short answer is as soon as you have money available to invest, but the conversation doesn’t stop there. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future …
In today’s Office Hours, Eric answers Colby’s question: “When should somebody start investing?” The short answer is as soon as you have money available to invest, but the conversation doesn’t stop there. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future …
Welcome back to Don’t Retire… Graduate! Today’s guest has used Airbnb to reach financial freedom early and is teaching others how to do the same. Zeona McIntyre is an author, realtor, investment consultant, and speaker who has been helping people house hack and build their portfolios of short and medium-term rentals for several years. She …
In today’s Office Hours, Eric answers Ava’s question: “How much does money matter in a relationship?” This is a multifaceted question with different types of relationships, but in all types, it is necessary to have communication, transparency, and honesty. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and …
In today’s Office Hours, Eric answers Ava’s question: “How much does money matter in a relationship?” This is a multifaceted question with different types of relationships, but in all types, it is necessary to have communication, transparency, and honesty. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**
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