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…
Finding a Silver Lining During COVID-19
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…
What to Do Now and What to Expect for Retirement
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: …
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…
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