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Empowering Client Success: Kirby Ososki on the Heart of Financial Services

Welcome back to another Diary of a Financial Advisor segment of Don’t Retire… Graduate! . Our special guest is Kirby Ososki, a remarkable individual with 18 years of experience in the financial industry, currently working at BFG—not as a financial advisor, but as a Registered Client Service Associate. Kirby brings a distinct perspective to our

The Road to Inclusive Planning: DJ Jeyaram on Trusts and Special Needs

Welcome back to Don’t Retire… Graduate! On today’s episode, we’re returning to a topic we began discussed earlier in the season: planning for families with special needs. I am thrilled to be joined by DJ Jeyaram, a dedicated attorney whose personal journey into this field was profoundly influenced by his own family’s experiences. DJ shifted

Finding Purpose in Finance: Akram Ibrahim’s Journey with BFG

Welcome back to another Diary of a Financial Advisor segment of “Don’t Retire… Graduate!” Joining Eric today is Akram Ibrahim, who brings a unique perspective to his role as the firm’s lead trader. His journey at BFG didn’t start from a calculated career plan but rather from a serendipitous encounter at a career fair during

Wealth-Building Secrets for HENRYs (High Earners, Not Rich Yet)

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re focusing on a specific group of people: HENRYs, or High Earners, Not Rich Yet. Joining us on the podcast today is Jude Wilson, Chief Financial Strategist at Centrist Financial Strategies. With over 25 years of experience, he specializes in retirement income planning and tax reduction

From Graduation to Retirement: Andrew Harrell’s Journey as a Financial Advisor

Welcome to another episode of “Don’t Retire… Graduate!” where I, Eric Brotman, explore the unique journeys of financial advisors and how they help others achieve financial independence. In today’s Diary of a Financial Advisor segment, I had the pleasure of speaking with Andrew Harrell, a dedicated financial advisor at BFG Financial Advisors. Andrew shares his

Special Needs Trusts and Elder Care: What You Need to Know

Welcome back to “Don’t Retire… Graduate!” Today, we’re talking about a topic that impacts many families and is often overlooked in financial planning—preparing for special needs children and aging parents’ care. These stages of life present unique challenges that require careful planning and expert guidance to ensure both financial stability and familial harmony. In this

The Evolution and Future of Long Term Care Insurance with Dan Halla

Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. In our “Diary of a Financial Advisor” segment, we introduce you to financial advisors and explore their professional journeys and their dedication to helping clients achieve financial success.   Today, I’m delighted to have Dan Halla, a valuable member of our

Breaking Generational Poverty with Jasper Smith: Curiosity, Financial Education, and Building Wealth

Welcome back to “Don’t Retire… Graduate!” On this episode, we’re thrilled to welcome Jasper Smith, a dedicated financial educator and visionary behind the Build Wealth Movement. With over 15 years of experience in the financial services industry, Jasper is on a mission to disrupt generational poverty and help families create sustainable wealth.   Jasper Smith

Balancing Budgets While Becoming a Dad: Diary of a Financial Advisor

Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In our Diary of a Financial Advisor segment, I, Eric Brotman, interview financial advisors about their professional journeys and their dedication to aiding others in their financial success. Today, we are lucky enough to be joined by BFG’s

Saving on College: Mastering the College Financial Aid Game with Dr. Kuni Beasley

Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In today’s episode, we’re taking a look at college admissions and financial aid with our special guest, Dr. Kuni Beasley. With over 40 years of experience in helping students and their families navigate the complexities of getting into