Podcast Importer

Females and Finance: Being an Ally for Women in a Male-Dominated Field

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:

The Psychology of Finance

Why Fear and Greed are the Worst Decision Makers

The Future of Higher Education in the Wake of COVID-19

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…

Making it Work: Discovering New Opportunities to Build a Business at Any Age

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…

The Danger of Panic-Selling Investments

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!

Tax Engineering: Finding Ways to Defer Capital Gains Tax to Save Money

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…

The Financial Pros and Cons of Returning to Work

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…

Retirement in the Wake of COVID-19: Finding Opportunities in the Changing Global Landscape

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…

So What’s the Good News?

Finding a Silver Lining During COVID-19

Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There

In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it.  What is covered during the…