Eric is joined by Rob Berger, host of the Financial Freedom Show, to discuss how young adults can start making decisions early to reach financial freedom, and the struggles many people face when transitioning into financial independence. What is…
In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…
Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your travel…
In today’s Office Hours, Eric answers Jason’s question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? Have a question? Tweet it to us at @BrotmanPlanning and it may be…
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life.
In today’s Office Hours, Eric answers Amy’s question: What is the best way to figure out if a single-premium life insurance policy is a good idea? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of…
Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and…
In today’s Office Hours, Eric answers Steven’s question: What are the steps to wealth-building and how do I get started and determine what’s best for me? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode…
Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them.
In today’s Office Hours, Eric answers Susan’s question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future…
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