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!
Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up. Highlights: …
In today’s Office Hours, Eric answers Richard’s question: What is the responsible financial approach for a senior to live? How do you balance your own bucket list and protecting the financial futures of your kids and grandkids? Have a question?…
Eric is joined by retired Navy veteran Doug Nordman to discuss how military families can take advantage of the financial resources provided for them and how you can raise a money-savvy family. Show notes & more:
In today’s Office Hours, Eric answers Richard’s question: How do you engage your parents in a conversation about their financial future? 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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