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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

From Immigrant Roots to Investment Committee Chair: Diary of a Financial Advisor

Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passionate retirement by asking you the important question: “What do you want to be when you grow up?” In our “Diary of a Financial Advisor” segment, we interview financial advisors about

Smart Financial Moves for 2025: Tax Policies, Investing, and Retirement with Joe Saul-Sehy

Tax Policies, Investing, and Retirement with Joe Saul-Sehy

Don’t Retire… Graduate! Trailer

Welcome to Season 6 | Launching January 2025

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

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