Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. …
In today’s Office Hours, Eric answers Amy’s question: Can you use the proceeds from a reverse mortgage for anything you want or need? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial…
In today’s Office Hours, Eric answers Carl’s question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a…
Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial…
In today’s Office Hours, Eric answers Malia’s question: How many steps are there in the financial planning process? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older….
In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness. Bullet points of what is covered during the episode How retirement can adversely…
In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
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