Podcast Importer
Breaking Up With Your Advisor
In today’s Office Hours, Eric answers Carl’s question: How do I know if and when it’s time to break up with my financial advisor? Get the interview questions in Eric’s book: Have a question? Tweet it to us at @BrotmanPlanning…
Winning the Day: Regaining Control of Your Time and Your Life
Teaching Your Kids About Personal Finance
In today’s Office Hours, Eric answers Steffany’s question: How do I teach my kids about personal finance? Find the Introduction to Personal Finance online course at . Have a question? Tweet it to us at @BrotmanPlanning and it may…
Shock Your Potential: Unlocking Your Capabilities in Life and Business
The Retirement Readiness Checklist
In today’s Office Hours, Eric answers Jeff’s question: What are the things we need to do when we’re contemplating retirement that may be time-sensitive or urgent? Is there a checklist? Have a question? Tweet it to us at @BrotmanPlanning and…
Marrying Your Finances: What to do Before You Walk Down the Aisle
Electing Social Security Benefits Strategically
In today’s Office Hours, Eric answers Anne Marie’s question: How do I know when my husband and I should elect to start our social security benefits? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…
Breaking Down Barriers: Understanding and Battling Diversity Issues in Finance
TurboTax or a CPA: Which is Better for Me?
In today’s Office Hours, Eric answers Harvey’s question: Who needs a CPA vs. just using TurboTax for filing your taxes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!