Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. Today, we’re welcoming back Kristy Schiano, Yogi and owner of the Mindful Movement Center, to tell her story of tragedy, loss, strength, and resilience. While training for a triathlon, Kristy …
In today’s Office Hours, Eric answers Brianna’s question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and how BFG is doing things differently with Financial Planning for All. Have a question? Post it in …
Listen on Spotify Listen on Apple Podcasts Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. Today, we’re welcoming back our very own Yanni Niebuhr, CFP®, Chief Investment Officer here at BFG Financial Advisors. Originally released way back in our …
In today’s Office Hours, Eric answers April’s question: “Why do some advisors say that taking 5% or more of your retirement nestegg out every year is dangerous?” Determining a reasonable withdrawal rate depends on factors including your asset level, retirement timeline, and age. Eric explains three different asset structuring strategies that can help you avoid …
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.
Listen on Spotify Listen on Apple Podcasts Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back our very own Lena Nebel, CFP®, Chief Operating Officer here at BFG Financial Advisors. This episode, originally released in Season 3, dives into the topics around marriage that people don’t necessarily want …
Making Financial Wealth, Abundance, and Prosperity Attainable for Everybody with Sara Lohse Today’s guest, Sara Lohse, is invested in sharing truth about money with people of all ages and all ethnicities and doing so in a way that is really different than Dave Ramsey. I love the way that she shares about it in a …
In today’s Office Hours, Eric answers Shelby’s question: “what do you think every student should know before taking out student loans?” Student loans can be confusing and there is a lot to know. We’re talking about a few different factors including return on investment and whether or not the loan is subsidized. Have a question? …
Get Down to Business Podcast with Shalom Klein Join Shalom Klein each week and get down to business! An avid networker and dedicated entrepreneur, Shalom will share the advice you need, the strategies that work and the stories of success to help you with both business and jobs.
Listen on Spotify Listen on Apple Podcasts Summer is in session but we’re not taking off! Throughout the season, we’ll be bringing back listeners’ favorite episodes from past seasons and answering brand new Office Hours questions! Today’s episode from season 2 (originally released at the height of the COVID-19 pandemic) features Cait Lockwood (formerly Caitlin …
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