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Retirement Income Calculator

In today’s Office Hours, Eric answers Tina’s question: how much money should I have in retirement savings now in order to have enough income later? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of…

Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what…

Student Loans vs. Retirement Planning

What should be your priority?

Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and…

Finding Your Purpose in Retirement

Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg. Bullet points of what is covered during the episode…

Financial Literacy Education with Certified Job and Career Development Coach Jayme Hayes

Eric Brotman discusses financial literacy education and how it impacts financial independence and retirement readiness with certified Job and Career Development Coach Jayme Hayes. In this episode:  In a lot of cases, young adults and children…

Overcoming Challenges and Inspiring Others to Thrive with Yogi Business Professional Kristy Schiano

Eric Brotman discusses Overcoming Challenges and Inspiring Others to Thrive with yogi business professional Kristy Schiano. In this episode: Moving your life through phases and coping with each phase. Mental, physical, emotional, spiritual healing…

Finding Happiness and Success in Retirement with retirement consultant Art Koff

Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff.  During the episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into…

Grooming your Children for the Family Business

Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges…

Repurposing your Lifelong Career

Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode:  Career Pivots and the idea that logical incremental steps can take you anywhere career…