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…
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…
Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode: The financial media is a product they are…
In this episode, Eric talks with Yanni Neibuhr, a financial advisor for BFG, on how different generations view financial independence and how you should start thinking about retirement in your 20s and 30s. In this episode: ● Retirement is…
In this episode, Eric discusses how to establish and maintain financial freedom with best-selling personal finance author Damion Lupo. In this episode: How failure helps you succeed Becoming financially free The importance of a financial runway and…
In this episode, Eric discusses the Dos and Don’ts of downsizing in retirement with residential real estate agent Tina Beliveau. In this episode: Tips for first-time homebuyers Why you should consult with a real estate agent before taking any next…
In this episode, Eric discusses when “doing it yourself” stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find…
Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create…
In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children,…
In this episode, Eric Brotman and his guest, Kathleen Benjamin, discuss how to prepare for Act 2 career and what to do professionally in retirement. In this episode: You’re graduating – what do you want to be when you grow up? Life after…
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