Sara Lohse

Financial Freedom for Physicians

Empowering Transitions: Navigating Life’s Financial Chapters with Lena M. Nebel In this compelling episode, we are honored to host Lena M. Nebel, CFP®, MSFS, a distinguished Principal and Chief Operating Officer at BFG Financial Advisors. With her vast reservoir of financial advisory experience, Lena epitomizes the blend of empathy, meticulousness, and strategic foresight required in

WomenShare

Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors. BFG Financial Advisors stands out in the

Trust the Plan

Don’t Retire…Graduate! feat. Eric Brotman, CFP® In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP®

CEOs You Should Know

CEOs You Should Know: BFG Financial Advisors Eric Brotman was recently interviewed for iHeartMedia’s CEOs You Should Know radio segment.

Stacking Benjamins

A Big Money Lesson From Taylor Swift (ep 1412) Taylor Swift made even more headlines when she decided to sidestep traditional Hollywood studios and distribute her new movie, filmed as part of her Eras Tour, directly to movie theaters and millions of her adoring fans. What does Taylor know that the rest of us should

Model FA

From Masterminds to Podcast: Showing Authenticity with Eric Brotman On episode 135 of the “MODEL FA PODCAST,” the spotlight is on Eric, the CEO of BFG Financial Advisors and author of “Don’t Retire Graduate.” The episode delves deep into the crucial role of company culture, mission statements, and the power of advisory boards in shaping

Breaking Financial Stereotypes: Money Attitudes and Behaviors in a Diverse World with Cara Macksoud

Welcome back to Don’t Retire… Graduate! On this episode we’re joined by John Crane, a financial advisor and author of The One Number Budget.

26: Breaking Financial Stereotypes: Money Attitudes and Behaviors in a Diverse World with Cara Macksoud

Welcome to a very special episode of Don’t Retire… Graduate!: our finale. After five seasons, we’re graduating from the podcast in order to take financial literacy education into a new format, with a new edition of the Don’t Retire… Graduate! book releasing soon and our new financial wellness program taking off. Rounding out the show

Worrying About Retirement in Your 20s

In today’s Office Hours, Eric answers Noah’s question: “What can you tell someone in their 20s who is already worried about not being able to retire in the future?” This is a lot of stress to put on yourself so early in your life and career, but there are a few pieces of advice that

Office Hours: Worrying About Retirement in Your 20s

In today’s Office Hours, Eric answers Noah’s question: “What can you tell someone in their 20s who is already worried about not being able to retire in the future?” This is a lot of stress to put on yourself so early in your life and career, but there are a few pieces of advice that