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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…

Gender Differences in Financial Planning

Gender Differences in Financial Planning with NBC’s Today Show’s Jean Chatzky

Creating a Legacy Through Charitable Planning

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. “Giving is thoughtful and highly personal…It comes down to your values, what…

Income Strategies for Retirement Planning

Eric Brotman discusses understanding the roles of yields and dividends in retirement income planning with best-selling author Marc Litchenfeld. In this episode: The concept of retirement as graduating to the next stage of life “Rich” doesn’t…

How Financial Coaching Can Help Get Anyone Started in Planning for Retirement

Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this Episode: Even if you’re just getting started or you’re struggling with crippling debt, take the first step…

Why tax planning is more than just filing tax returns

Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon. In this episode:  What…

Using Home Equity as a Working Asset

Eric Brotman breaks down the pros and cons of reverse mortgage strategies in reaching and maintaining financial independence, with mortgage specialist Neil Sweren. In this episode: Making sure one of your largest assets isn’t “unemployed” when you…