Welcome back to Don’t Retire… Graduate! In today’s episode, we’re focusing on a specific group of people: HENRYs, or High Earners, Not Rich Yet. Joining us on the podcast today is Jude Wilson, Chief Financial Strategist at Centrist Financial Strategies. With over 25 years of experience, he specializes in retirement income planning and tax reduction …
Welcome to another episode of “Don’t Retire… Graduate!” where I, Eric Brotman, explore the unique journeys of financial advisors and how they help others achieve financial independence. In today’s Diary of a Financial Advisor segment, I had the pleasure of speaking with Andrew Harrell, a dedicated financial advisor at BFG Financial Advisors. Andrew shares his …
Welcome back to “Don’t Retire… Graduate!” Today, we’re talking about a topic that impacts many families and is often overlooked in financial planning—preparing for special needs children and aging parents’ care. These stages of life present unique challenges that require careful planning and expert guidance to ensure both financial stability and familial harmony. In this …
Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. In our “Diary of a Financial Advisor” segment, we introduce you to financial advisors and explore their professional journeys and their dedication to helping clients achieve financial success. Today, I’m delighted to have Dan Halla, a valuable member of our BFG …
Welcome back to “Don’t Retire… Graduate!” On this episode, we’re thrilled to welcome Jasper Smith, a dedicated financial educator and visionary behind the Build Wealth Movement. With over 15 years of experience in the financial services industry, Jasper is on a mission to disrupt generational poverty and help families create sustainable wealth. Jasper Smith …
Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In our Diary of a Financial Advisor segment, I, Eric Brotman, interview financial advisors about their professional journeys and their dedication to aiding others in their financial success. Today, we are lucky enough to be joined by BFG’s …
Welcome back to Don’t Retire… Graduate!: the podcast that invites you to rethink what retirement really means. In today’s episode, we’re taking a look at college admissions and financial aid with our special guest, Dr. Kuni Beasley. With over 40 years of experience in helping students and their families navigate the complexities of getting into …
Welcome back to another episode of “Don’t Retire… Graduate!” I’m your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passionate retirement by asking you the important question: “What do you want to be when you grow up?” In our “Diary of a Financial Advisor” segment, we interview financial advisors about …
Tax Policies, Investing, and Retirement with Joe Saul-Sehy
Welcome to Season 6 | Launching January 2025
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