So What’s the Good News?
Finding a Silver Lining During COVID-19
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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…
Unemployment Due to COVID-19
What to Do Now and What to Expect for Retirement
Finding Your Why: The Financial Resources that Fit Your Lifestyle
In this special, two-guest episode, Eric talks to Brent Weiss and Holly Grosvenor about the different levels of financial advising available to clients and which one is right for which person. Bullet points of what is covered during the episode: …
Roth Contributions When in a High Tax Bracket
In today’s Office Hours, Eric answers Timothy’s question: Should I contribute to a Roth IRA if I’m in my mid-thirties and in a high tax bracket? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office…
Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes
Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. During the episode: The financial and emotional…
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…
