Welcome back to Don’t Retire… Graduate! In today’s heartfelt and illuminating episode, we take a closer look at one of the most challenging—and often overlooked—topics in financial planning: preparing for the loss of a loved one, managing estates, and navigating the complexities of family and finances, especially in blended families. My guest is Katie George, a seasoned IT recruitment specialist for Liberty Personnel Services in the Philadelphia area, and, as I’m privileged to say, a dear friend of nearly thirty years. Katie generously shares her personal journey of handling her father and stepmother’s passing, the legal and emotional hurdles that arose, and the invaluable lessons she learned along the way.
In this candid conversation, Katie and I talked about the realities that so many families face: blended relationships, unclear or absent estate documents, emotional strain, and the surprising challenges that come with digital legacies in today’s world. We go beyond the logistics to explore the kinds of communication and advance planning that can help families stay strong and harmonious in the face of loss. Katie recounts her experience of organizing her stepmother’s estate alongside her siblings and step-siblings, working through complex family trees, and dealing with the absence of a proper will—a situation that led to a year and a half of litigation.
We also delve into making end-of-life logistics easier on loved ones, including the importance of clear directives, beneficiary designations on retirement accounts, and involving adult children in conversations about accounts and digital access. Katie candidly reflects on the changes she and her husband made as a result of going through these experiences, the ongoing process of putting her own estate plan in place, and the value of open dialogue with her own parents about their wishes. On a lighter note, we talk travel dreams, the importance of taking the trip now rather than waiting for retirement, and even squeeze in a little good-natured football banter.
5 Key Takeaways:
Estate Planning for Blended Families is Crucial: Katie’s experience highlighted how a lack of clear, legal documentation—especially in complex, blended families—can result in not only financial headaches but also prolonged legal proceedings and added grief.
Designated Beneficiaries Simplify Transitions: Assets like retirement accounts and life insurance policies with up-to-date beneficiaries can bypass probate and provide quick, straightforward support to loved ones compared to assets tied up in litigation.
Communication is Everything: Open, honest conversations with family members—before a crisis occurs—about wishes, assets, and who will take on which responsibilities can preserve harmony and prevent rifts.
Organization Makes a World of Difference: Taking simple steps like compiling important documents, passwords, and account information in a clear, accessible place spares surviving family members unnecessary stress—and sometimes even legal trouble.
It’s Never Too Early (or Too Late) to Plan: Katie’s story serves as a wake-up call for anyone procrastinating on their own estate planning. Whether it’s updating your will, getting on each other’s accounts, or appointing a power of attorney, don’t delay—the peace of mind is worth it.
Join us for this essential discussion about family, finances, and forging a purposeful path through difficult times. If you enjoy our show, please subscribe, rate, and share this episode with friends and family to help them on their own journey to financial confidence and independence!
Eric Brotman [00:00:02]:
Welcome to Don’t Retire, Graduate, the podcast that asks you what you wanna be when you grow up so you can graduate into retirement with purpose and with passion. I’m your host and valedictorian, Eric Brotman, and we’re excited to be bringing season six to our growing audience. We’ll be bringing you interviews with amazing guests every other Thursday. And on alternating weeks, we’re hosting a new segment called diary of a financial advisor, which we know you’ll all enjoy. So please subscribe and check out our all new episodes every Thursday. Today, I’m pleased to be joined by Katie George. Katie is a recruitment specialist for Liberty Personnel Services in the Philadelphia area and works primarily to help companies hire IT professionals and to help IT professionals find jobs. I’ve known Katie and considered her a dear friend for close to thirty years, and she has graciously offered to share her personal story about family and finances with us on the show.
Eric Brotman [00:00:54]:
Katie, welcome to Don’t Retire,
Katie George [00:00:56]:
Graduate. Thanks, Eric. Glad to be here.
Eric Brotman [00:01:00]:
Well, it’s it’s first of all, it’s nice to see you. We we have truly been friends for decades. There have been And I I I had posted some content not that long ago about, the loss of a loved one or the things you need to do and and how to prepare for that. And you were gracious enough to share your story that you had just been through that in a on a very personal level and that you were the one responsible for all of this kind of, all at once. So can you share a little bit about how that came to be and a little bit about your story?
Katie George [00:01:33]:
So, fortunately, I have grown up with five wonderful parents. My parents divorced and got both got remarried. My stepmother my first stepmother passed away when we were in high school, so that really what didn’t affect me in the big picture. Emotionally, obviously, it did. But in the big picture, it didn’t really affect me as far as finances and trying to figure out what to do and how to maneuver. My dad eventually remarried again, and about thirteen years ago, he passed away. And my stepmom who was, you know, financially savvy, she worked in the banking industry. She knew about investments.
Katie George [00:02:15]:
She knew about wills and things like that because she was dealing with that on a regular basis. Found herself really overwhelmed with everything that you have to do when a loved one passes away and all the different questions you have to ask and all the different agencies you have to contact. I mean, she even had to provide proof that my father was divorced from my mother, who they divorced when I was three years old, and I was 45 at the time when he passed. So that was really overwhelming for her. And then, unfortunately, three years later, she passed away, and then it wound up on us as a family to really maneuver through her estate because they did not have a will. They had a loose leaf piece of paper that wrote down, all of our names and our Social Security numbers. And, apparently, once we contacted a lawyer, they said if there was one more line in it, it would be, legal to and binding. But because it didn’t, we had to go through a year and a half of litigation and especially because we had all of these different entities.
Katie George [00:03:30]:
My stepmother Sue had a biological daughter, so technically all the money should have gone and all the the estate should have gone to her, but we also had my brother my stepbrother from my dad’s technical marriage was still in the picture and included on that five of us that the estate gets split up from and so there were all these different amoebas and things like that that you just had to kinda whittle through and, you know, we’re just we’re not just kids. I mean, obviously, we were adults, but we’d never gone through anything like that before. So it was it was quite difficult in maneuvering that as well as her care in the end because she was she was quite ill and yeah. So it’s hard.
Eric Brotman [00:04:15]:
It’s hard when it’s two biological parents who are still married to one another and they have two kids, and it’s always hard. It’s hard emotionally. It’s hard sometimes financially. It’s it’s a a lot of work logistically. And, you know, there are it’s a rare human that puts together that sorta one drawer in the house that says in case something happens to me, here’s where everything is, and here’s how it works, and here’s who to call, and here’s what to do. But there’s somewhere in between doing everything and having everything sort of t’s crossed and i’s dotted and being in the situation you were in where now it’s blended family. It’s, you know, the intestate laws of of the Commonwealth of Pennsylvania were gonna come into play and and you had all the different family scenarios. Are are the five of you were the five of you at the time close? Was this, or was this confrontational at the time?
Katie George [00:05:07]:
No. I mean, that was actually the one good thing, because, you know, I’ve seen it in other families where when a parent passes and there isn’t anything in place and it tears families apart. No. We are all very close and we it it worked out really well. It it fortunately for us, but I think that is also because of the things that my parents, you know, instilled in us.
Eric Brotman [00:05:34]:
So that’s a blessing. I mean, because that that could have made something that was already messy really, really terrible. You know? Mhmm. I tell I tell folks, families we work with a lot, that the fastest way to ruin Thanksgiving forever is to put ambiguity in and to have kids or grandkids fighting with each other over anything. Yeah. You know, families break up over the China Cabinet and and stuff that just it doesn’t matter in the grand scheme of life. It makes no sense, but it happens a bunch. And so, how how what was your role specifically in this process? Did you were you did you wind up named by the court as a responsible party for various things? How did that work?
Katie George [00:06:15]:
So no. Actually, I I couldn’t be because my, stepsister was the biological daughter of my stepmother, so she pretty much had to handle a lot of it, whereas we came into play when she would like, making decisions. You know, certain things were already in place, you know, retirement plans that had us listed as the beneficiaries. That was kind of easy breezy, but we chipped in As far as dividing up the the estate, my my stepsister really had to do all of that with a, real estate attorney who then, you know, obviously takes their cut and all that kind of stuff. But when it came to giving up the the chores of, you know, let’s call Social Security and make sure that gets canceled. But, you know, the insurance companies, the mortgage companies, let’s talk to a real estate agent to get her house on the market. It’s funny my we always say that my oldest brother is kind of, like, the director of the family and I’m the project manager, so he figures out everything that needs to get done. I divvy out all the jobs and then make sure that they’re getting done in a timely manner.
Katie George [00:07:31]:
And, you know, there was issues with our house and the stucco and all that kind of stuff. So it it it is a lot, especially when you’re also dealing with the loss of a loved one.
Eric Brotman [00:07:40]:
Sure.
Katie George [00:07:41]:
Going back to, like, when you asked us if there was, like, animosity between everybody, I think that one of the reasons why there wasn’t was because my stepmother was also very sick, and going through chemo on her own and all five of us, like, jumped in and helped with her care and took care of her and, you know, dropping off meals and making sure she’s getting to her doctor’s appointments. Now that the doctor’s appointments really relied more on my sister and I because we were females and she felt more comfortable with that. But, you know, that in that caretaking, that brought all of us closer, and, you know, we had a lot of conversations about the end and what was gonna happen in in regards to that. Although, it was kinda sudden, we didn’t really expect that she was gonna pass because the doctors all said she wouldn’t. So that’s why her will wasn’t in place. That’s why, you know, she said she had gone to the funeral parlor and made arrangements when my dad passed away, but that wasn’t true. And, you know, so there’s just like a lot of it’s a lot of legwork. It’s it’s hard when it happens.
Eric Brotman [00:08:52]:
So I I think some of the the the biggest takeaways, first and foremost, are that communicating and planning in advance is priceless because Mhmm. The communication helps people understand what they’re being asked to do. You know, for example, I’m asking my daughter to take me to the to the doctor instead of my son or whatever it is to be clear about that so it doesn’t feel like he’s freeloading and you’re doing all the work, but that was actually what our wishes were. And, Right. So so that’s one scenario. There’s also sort of preparing for, who’s gonna handle the some of the logistics on the back end, and some of that is, like, digital. Some of that is closing social media accounts or or credit cards or I mean, it’s it’s the financial stuff, but it’s also your online presence, your your life outside of, you know, outside of just your your close residence or what have you. And then one of the other things that can be really tricky is if the heirs or, in this case, the five of you, if some of you are married, sometimes spouses of would be heirs can become challenging or even problems during this kind of situation.
Eric Brotman [00:10:00]:
I am certainly not gonna put you on the spot to name names, but were were there situations where one or more folks had to say, thanks, honey. I appreciate you, but we got this. Like like, let us just
Katie George [00:10:11]:
handle this. Have to say, Eric, we I think we’re an enigma. I mean, we all really everybody chipped in to where they were, you know, where they were supposed to, to the amount that they were supposed to. I do think that my my my one stepbrother who was my dad’s first well, second wife’s son. It’s very confusing. I
Eric Brotman [00:10:36]:
think need a map. We’re gonna need, like, a family tree on screen if you could help that. We’ll just, yeah. Okay.
Katie George [00:10:41]:
Well, ironically, my husband, when he came to my stepmom’s funeral, I saw him with a little piece of paper in his pocket. We were just dating at the time and he had a a map of a little pie chart of how everybody is related so he could get it all together. That’s kinda when I knew it was it was him.
Eric Brotman [00:10:59]:
That’s when you knew he was the guy you were gonna marry.
Katie George [00:11:02]:
Yeah.
Eric Brotman [00:11:02]:
That’s when he he said yeah. He said, I I wanna be at this Sunday dinner forever, and that’s how I get there.
Katie George [00:11:09]:
Yeah. Exactly. Fair. So he, so my my stepbrother, I think that it was hard for him because although he was my dad’s son and my dad would never have thought of him any other way, He wasn’t biologically related to my dad and not, you know, like, not biologically related to my stepmom, although he was very helpful with her care. And, you know, when she was sick, you know, at the end, I think that it it might have been a little bit difficult for him, but we kind of all stepped in and said, you know, everybody was included as much as as they possibly could be. So, again, we were it’s odd. I know it happens, but things that we didn’t think about. Like, she went into the hospital pretty quickly and was not really conscious all the time, but getting somebody on her account so they could write checks for her mortgage, Like, those kinds of things, like, we just didn’t think about because we didn’t know.
Eric Brotman [00:12:15]:
Yeah. Unfortunately, when these things happen under duress, sometimes they don’t happen as well as they could if they were planned. Although it’s never pretty. It’s never easy and never pretty. So but but I think the fact that the fact that you guys all got along through this is is remarkable. It’s a testament to the the five of you as individuals and your and your family and the strength of that, which is, amazing. Sadly, doing what I’ve done, you know, over the last thirty years plus professionally, I’ve seen a lot of situations that didn’t go that way where there is animosity, where there is, you you know, there there are issues. Now you mentioned something, and you called it easy breezy, which means that that, that this was one of those boxes that that did get checked, and that was having beneficiaries on retirement plans or certain other kinds of things.
Eric Brotman [00:12:59]:
I think a lot of people don’t realize that if you have beneficiaries listed on those things, the will doesn’t apply to them and that the beneficiary actually supersedes anything. So even if you don’t have a will, those can get handled basically with a death certificate and a notification. So that is the easy piece of this. And one of the things we can all do as adult humans is make sure that that t is crossed. Were there other things like that that were easy? You said retirement plans. Were there life insurance policies and other things that had beneficiaries on it? Yeah.
Katie George [00:13:29]:
My dad doesn’t believe in life insurance. The Okay.
Eric Brotman [00:13:33]:
That’s a whole another
Katie George [00:13:34]:
show. Right. I know.
Eric Brotman [00:13:37]:
Another show. Yeah.
Katie George [00:13:40]:
It was mostly those retirement plans. That was it. Everything else was just the investment plans. They were tied up in litigation, and we also needed to be able to access some of that money because, again, there was work that needed to be done on the house. It it it was you know, and it and it is just like I oh, I I said, you know, my my mother-in-law passed away last year and my father-in-law was, you know, managing through all of this and making phone calls and, you know, the timeshare apparently was in her name and that’s been quite difficult to get just moved into her his name. But I’m like, there should be some kind of service because especially when it’s somebody that older that’s older that passes away and that, like you said, the digital age, a lot of these spouses that are left behind are not as tech savvy, so don’t know how to navigate online to kinda get a lot of these questions answered and things in place and whatnot. Wouldn’t it be like a great service to have where you can call up, you know, +1 800 my wife died and they kinda do everything for you and kinda maneuver through all of that and give you your checklist and all of that kinda stuff. Like, it’s just because you’re also dealing with all the emotions of it at all.
Eric Brotman [00:14:59]:
Well, I I wish we had been in touch at the time that service exists. It’s not us, but that service does exist. There are, like, the state administration firms that automate most of this that that will provide a checklist and will handle some of it for you and and give you the instructions. That that is becoming an industry unto itself for this very reason because navigating the court system, especially if there’s property in different states or if there’s heirs in different states, I mean, if you’re all close geographically, it’s a little easier sometimes, But, you know, you have international issues or you have, you have minor children or I mean, there’s so many different variables here, but, the service does exist. I’m not gonna let this be a commercial, but for anybody who wants to get in touch, I’ll be glad to point them in that direction because it it does exist, and it it is a sort of an amazing thing. What were you able to take away, you and your and your husband, the one with the cheat sheet that got him married? What what were the what were the things that you guys maybe did differently because of having gone through this? Did you plan differently at that at that moment? Did this was this a wake up call or you’re like, I’m doing the same thing to to to my heirs?
Katie George [00:16:09]:
So we were we weren’t married when my dad passed away. We were just dating when my stepmom passed away. Since his mother’s passed away, we definitely are more we are working on getting a will, dragging our feet a little bit, but we are aware that we need to do this. But in regard not necessarily in regards to our own deaths. However, I’ve now had conversations with my mother and my stepdad, where is all this information, You know, making sure I have passwords, getting on their accounts to make sure that if something happens to one or both of them, I could somebody is around to be able to write the checks. I mean, I have brothers on my other side, so, yeah, I kinda think of my life as two sides, like, my mom’s side, my dad’s side. And on my other side, it’s all it’s all brothers, so it’ll probably wind up more on me than than anybody else. But, yeah.
Katie George [00:17:09]:
So, like, just having those conversations now and getting them to to write those things down. Now my stepfather is very different than my father and is very type a, so he does actually have the folder that has Okay. These are my passwords. These are our accounts. This is what you need to go through and all that stuff.
Eric Brotman [00:17:29]:
Well, I I didn’t know when I invited you to be on the show today that this would also be an intervention for you. But since you have to do this, now between now and the time the show goes live, you have a couple of a couple of weeks, maybe even a few months to to to do this, you have to have this done by the time it goes live. I’m gonna check back with you and make sure that all of your that you have a folder, that you have a will, that you guys did all this. If your if your hubby is watching, he he needs to know that this has to happen by that time, or you guys are in trouble because because you gotta practice what you preach now. You can’t be, you know, the cobblers kid with no shoes.
Katie George [00:18:04]:
Absolutely. A % because especially in the we’re in Delaware and in the state of Delaware, if actually something happens to him, everything defaults to his kids unless I’m listed as the beneficiary on something, but it all goes to their to the kids. So and they can’t they’re I mean, one is old enough to be able to manage it all, but, the others are not. So we we we do we we are quite aware, and we are in touch with the right people. It will be in place by
Eric Brotman [00:18:35]:
Oh oh, you heard it here. You heard
Katie George [00:18:37]:
it here.
Eric Brotman [00:18:38]:
There’s gonna be a there’s gonna be a follow-up on one of our one of our shows. It’d be like, yep. Did it get done? It sure did. At Delaware also
Katie George [00:18:44]:
We still think we’re young and invincible.
Eric Brotman [00:18:47]:
We’re not. We’re so not.
Katie George [00:18:48]:
I know we’re not.
Eric Brotman [00:18:49]:
I know. I I I wake up and I sometimes, you know, stumble into the bathroom in the morning, and I look in the mirror and go, oh my god, dad. Like, what are you doing here? It it’s it’s sort of a bizarre thing to, you know Yeah. I do think of myself as as 29. Yeah. Until I move, and then I realize I’m not. But but, you know, I I Right. I still think of myself as as young, and I’m blessed that both of my parents are are still living.
Eric Brotman [00:19:15]:
I I also know that I’m gonna be a responsible party for a lot of things in a lot of ways, partly because what I do for a living, partly because of geography. Right. Delaware Delaware and not to provide legal advice, I’m not a lawyer, but Delaware also has some really high probate costs, and a lot of people in Delaware use revocable trusts to avoid that. So you heard it here first. I just saved you a ton of money. You’re welcome.
Katie George [00:19:37]:
Thank you.
Eric Brotman [00:19:38]:
I expect to be invited
Katie George [00:19:39]:
to the
Eric Brotman [00:19:40]:
I expected to be invited to a Sunday dinner at some point.
Katie George [00:19:45]:
Of course. Of course. Yeah. It is. It’s just it’s it, you know, it’s funny. My, cousin just passed away suddenly and he was 70 and I’m like, oh, I was talking to another one of our cousins and I’m like, he was so young. And she’s like, your dad was 72. And I said, You’re right.
Katie George [00:20:04]:
Yeah. And so it is, like, I do think that even though my dad was sick, I think he’s he had 10 lives, like, we probably, you know, revived him 15 times in four years, and it’s part of the reason why I I came back to Philadelphia, that and the birds. And, I had to throw it in there.
Eric Brotman [00:20:28]:
Of course. Why not?
Katie George [00:20:30]:
But, you know, you would think somebody that was that ill would have had things in place. But, again, I think he thought he was a little invincible, and they were gonna go on forever, and it just didn’t work that way.
Eric Brotman [00:20:44]:
You know, at at the end of the day, I think not only the communication and the planning, but we can do our our loved ones such a favor by just having our ducks in a row, and and letting folks know what to do. And and I know that sounds preachy and maybe even self serving, but, you know, it it does make a huge difference, at you know, and and there are certain other conversations that people have with their parents and we do a lot of multigenerational work and work with a lot of folks on on wealth transfer and on, generation skipping because I know a lot of people who think their kids are rotten, but their grandkids are perfect, you know, that kind of thing. And so we we spend a lot of time trying to have that conversation, who’s gonna do what and and when and and why.
Katie George [00:21:27]:
That’s gonna happen on the other side, that generation skipping.
Eric Brotman [00:21:30]:
Yeah. Well and you the thing is you just for. But you just don’t wanna leave, for example, you don’t wanna leave a house to five kids and say, you guys figure it out because two of the kids are gonna wanna rent it. One’s gonna wanna live in it. Two of them are gonna wanna sell it. And it becomes a real challenge. And so just saying, hey. I’m I’m hoping that you’ll sell the house or let Steve keep the house and offset the inheritance some other way.
Eric Brotman [00:21:56]:
We get it in the will or whatever it is. There’s so many ways to make this fair, and fair and equal are not the same. It doesn’t have to be, but it it can be fair and transparent. I I think the surprises the surprises are what can be hurtful sometimes, you know, after the fact. Yeah. If if there’s if people know what’s coming and then it comes the way they’re expecting it, even if it feels differently, it it allows you time to grieve without also then trying to be a a detective great extent.
Katie George [00:22:24]:
I, unfortunately, have, family members, my aunt and uncle who were wonderful people, and my aunt was probably the closest thing to god you would ever get. I mean, she’s she was amazing. They had a ginormous family, and my uncle when he passed was said, the boys get the business in the house at the shore, the girls get the house in the the house everybody grew up in. Just make sure your mother’s taken care of. That was the that was the directive. Wow. And the boys were running the business, so that made sense. And it drove a huge rift between the family.
Katie George [00:23:08]:
Like, it it and my my aunt who was still alive for a a lot of that, to kinda see the downfall, she it broke her heart because it it if the girls wanted to go to the shore, they had to rent it. If, you know, like, that they were kept saying that my aunt should be in a nursing home, we should sell the house, you know, those kinds of things and and nobody was making moves. It it it was ugly. It was really ugly, and I would never wanna do that to my kids. I would never wanna do that to my family members and,
Eric Brotman [00:23:40]:
you
Katie George [00:23:40]:
know, I’ve had major conversations with my mom because I know on that side, it’s gonna get a little bit more tricky and, you know, you have to have everything written clearly because it’s it’s not it’s not fair to the people that are left behind.
Eric Brotman [00:23:54]:
Well, you you’ve given us, a lot of sage advice sort of right from the front line, and I I thank you for being so transparent. And and for for answering every question, even the ones that nearly threw some of your your siblings or their loved ones under the bus, you you kept from doing that. So you
Katie George [00:24:13]:
It really wasn’t. Nothing gets thrown under the bus. They’re really good people.
Eric Brotman [00:24:16]:
Well, they and so it’s gonna be it’s very simple. You can now share the show with all of them. I still wanna be
Katie George [00:24:21]:
invited to dinner.
Eric Brotman [00:24:23]:
I I gotta ask you because on don’t retire, graduate, absolutely no guest gets away without answering the the what I think is the the most important question for any of us, which is what do you wanna be when you grow up?
Katie George [00:24:37]:
We’re gonna travel the world. That’s basically it. Wanna travel and explore.
Eric Brotman [00:24:44]:
When does that start?
Katie George [00:24:45]:
As long as these legs will carry me. Excuse me. As long as these legs will carry me.
Eric Brotman [00:24:50]:
When does when does that start?
Katie George [00:24:53]:
Well, so that’s the tricky question. My husband’s gonna he’s gonna retire in three years when he turns 60.
Eric Brotman [00:25:01]:
Okay.
Katie George [00:25:02]:
I probably have a couple years after that because I’m a little younger.
Eric Brotman [00:25:08]:
If I can give you any advice, it’s take the trips. There are a lot of people who plan for stuff, whether it’s bucket list or whether it’s other things or it’s the 10 places they wanna visit or any of these kinds of things. And as we get older, it becomes less doable physically, as you mentioned, but also, sometimes financially, sometimes logistically, sometimes there are other responsibilities. I I’ve seen too many people who do an amazing job of building financial independence and never enjoy it. So take the trip. Fearful. Take the use your point.
Katie George [00:25:43]:
You need your ego. You say that. You say that. Come on, Eric. I work off commission. I take off on everyone. But Okay.
Eric Brotman [00:25:52]:
Well
Katie George [00:25:52]:
we’re actually leaving for Iceland in two weeks. My father-in-law, who is 88 years old, wants to see the northern lights. So he’s taking, all of the siblings and their spouses to Iceland. So we’re gonna go up and the man I the he checked his snow and be cold and see waterfalls, and he wants to do it all. So
Eric Brotman [00:26:16]:
I
Katie George [00:26:16]:
actually wanna be my in laws when I grow up. They he retired at 60, and they traveled everywhere and knock on wood was very healthy and got to do everything. So
Eric Brotman [00:26:26]:
Well, may you be blessed with that longevity and law and and good health and and good family and all those good things. I I I can’t let you get off the air without recognizing that, as we record this, the Super Bowl is coming in a couple of days. Now by the time this goes live, it will be very old news. But do you really think the Eagles have a shot against Taylor Swift, the Chiefs, and the referees? I’m just saying.
Katie George [00:26:53]:
Yes. I actually do because I think Jalen Hurts wants it bad, and I think our rookies that are on our team aren’t afraid of the Super Bowl. I don’t think it’s gonna freak them out. I think they’re pumped. I think they’re gonna go. They’re I I we have something to prove. They beat us once. They’re not gonna beat us again.
Eric Brotman [00:27:13]:
Alright. Well, when this goes live, I will check-in with you. You won.
Katie George [00:27:16]:
But, you know, that’s always the tricky part.
Eric Brotman [00:27:18]:
So I’ll check-in with you when this goes live, one, to see how the game went for you, and two, to make sure that all of your planning is done. I’m gonna check your homework. I want, like, a book report and diorama. I want the whole thing.
Katie George [00:27:29]:
Okay.
Eric Brotman [00:27:30]:
Katie, you
Katie George [00:27:31]:
you wanna plug boss out?
Eric Brotman [00:27:33]:
Yes, please. With action figures. Do you wanna plug what you do for a living?
Katie George [00:27:38]:
I’m an IT recruiter. I work with companies all over the place to help fill IT positions. So I try to help fill the needs as best as I can, and thank God the job market is picking up.
Eric Brotman [00:27:52]:
We will put your contact information in the show notes for anybody in IT looking for a job or looking to hire. Katie is as good an egg as they come. Thank you. Great. Thank you. Doing this. This was it was great to see you. It was great that you shared your story, and I thank you for doing it.
Katie George [00:28:09]:
Thank you. My first podcast, by the way.
Eric Brotman [00:28:12]:
Oh, well, you you know, you’re no longer a rookie. Congratulations. I’d like to thank all of you for listening and watching today. If you enjoy our show, please subscribe, leave a rating on your favorite podcast platform, and share it with your friends and family so they can join you on your journey to financial independence. If you’d like to send us a topic or idea we might discuss on a future episode of Don’t Retire Graduate, please post it on our Facebook page or tweet us at Rotman Planning. We’ll be back next week with another entry in our diary of a financial advisor and in two weeks with another engaging guest. For now, this is your host, Eric Brotman reminding you don’t retire, graduate.
Unnamed Voiceover [00:28:53]:
Securities offered through 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 or any other entity discussed.
