Welcome back to Don’t Retire… Graduate! Today’s guest is known in the financial media space as the Frugal Gay and that frugality paid off. Tom Brickman reached financial independence through real estate investing and currently has 22 doors in Ohio and Texas. He is here to share his experiences, advice, and mistakes he has made …
In today’s Office Hours, Eric answers James’s question: “What do I do with my 401(k) when I change jobs?” There are several things to consider regarding your 401(k), including whether or not you’ve vested in the matched contributions and if you should move it somewhere else or leave it where it is. Have a question? …
In today’s Office Hours, Eric answers James’s question: “What do I do with my 401(k) when I change jobs?” There are several things to consider regarding your 401(k), including whether or not you’ve vested in the matched contributions and if you should move it somewhere else or leave it where it is. Tweet it to …
Welcome back to Don’t Retire… Graduate! Today’s guest is an advocate and educator for a community that is often left out of the traditional financial journey: service industry workers. Barbara Sloan is the author of Tipped: The Life Changing Guide to Financial Freedom for Waitresses, Bartenders, Strippers, and All Other Service Industry Professionals. She went …
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.
In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?” There are plenty of ways to answer this question: spend it, invest it, save it… But Eric’s #1 piece of advice is not to have one at all. Have a question? Tweet it to us at @BrotmanPlanning or post …
In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?” There are plenty of ways to answer this question: spend it, invest it, save it… But Eric’s #1 piece of advice is not to have one at all. Have a question? Tweet it to us at @BrotmanPlanning or post it on …
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.
Life After Loss: Navigating Your Finances After Losing a Spouse Navigating your finances after the loss of a spouse can seem impossible. You’re not in it alone. Join BFG Financial Advisors’ COO Lena Nebel for an in-depth discussion of what you should know regarding your financial plan, benefits, estate, insurance, and more. Download the Executor Checklist …
Welcome back to Don’t Retire… Graduate! While nobody goes into a marriage thinking about divorce, it’s one of only two ways every marriage ends (the other being death, of course). Today’s guest Tracy Coenen has seen her fair share of divorce and is here to talk about a common cause for marriages to end: financial …
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