Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes…
In today’s Office Hours, Eric answers Steven’s question: In the wake of COVID-19, how do you anticipate lending to change for real estate investors? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of…
Eric is joined by Sheryl Brown, an international speaker on social and digital marketing strategies for financial services, to discuss females working in a male-dominated field and the importance of diversity. For show notes and more:
Why Fear and Greed are the Worst Decision Makers
In today’s Office Hours, Eric answers Jill’s question: In the wake of COVID-19, what is the future of higher education and how will that affect families’ retirement plans? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in…
In this episode, Eric is joined by Caitlin Pyle, founder of Work-At-Home School and Proofread Anywhere, to discuss how you can start your own business right from home, regardless of age. What is covered during the episode: The steps to starting a…
In today’s Office Hours, Eric answers Sara’s question: What does panic-selling really do to your long-term savings and ability to retire? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!
In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations. What is covered during the episode How debt is worsening…
In today’s Office Hours, Eric answers Madelyn’s question: I’m thinking of returning to work, but I’m worried my husband and I will jump into the next tax bracket. What does this mean for us? Have a question? Tweet it to us at @BrotmanPlanning and it…
In this episode, Eric is joined by fellow BFG advisor and registered millennial Zack Scott to discuss the changes we’re seeing now and what others we should expect in the wake of the coronavirus. Bullet points of what is covered during the…
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