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Welcome back to Don’t Retire… Graduate! Today’s guest is as young and scrappy as her brand. Michelle Waymire founded her financial planning practice to help the LGBTQ+ community make sense of their finances in an environment that is uniquely designed for them.  Her approach to financial planning means making your money work towards building a …

In today’s Office Hours, Eric answers Alicia’s question: “Can money actually buy happiness?”  Over his 30-year career, Eric has seen people with more money than they could ever need who were miserable and some who were happy. The same can be said for those with more modest wealth. So what’s the answer? Have a question? …

Welcome back to Don’t Retire… Graduate! Today’s guest is known in the financial media space as the Frugal Gay and that frugality paid off. Tom Brickman reached financial independence through real estate investing and currently has 22 doors in Ohio and Texas.  He is here to share his experiences, advice, and mistakes he has made …

In today’s Office Hours, Eric answers James’s question: “What do I do with my 401(k) when I change jobs?” There are several things to consider regarding your 401(k), including whether or not you’ve vested in the matched contributions and if you should move it somewhere else or leave it where it is. Tweet it to …

Welcome back to Don’t Retire… Graduate! Today’s guest is an advocate and educator for a community that is often left out of the traditional financial journey: service industry workers.  Barbara Sloan is the author of Tipped: The Life Changing Guide to Financial Freedom for Waitresses, Bartenders, Strippers, and All Other Service Industry Professionals. She went …

In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?” There are plenty of ways to answer this question: spend it, invest it, save it… But Eric’s #1 piece of advice is not to have one at all. Have a question? Tweet it to us at @BrotmanPlanning or post …

Welcome back to Don’t Retire… Graduate! While nobody goes into a marriage thinking about divorce, it’s one of only two ways every marriage ends (the other being death, of course). Today’s guest Tracy Coenen has seen her fair share of divorce and is here to talk about a common cause for marriages to end: financial …

In today’s Office Hours, Eric answers Kate’s question: “Will financial advisors become obsolete? ” With the growth of FinTech and robo-advisors, the role of a financial advisor does seem to be changing but it may also be becoming more important to have someone in your corner. Have a question? Tweet it to us at @BrotmanPlanning, or …

Welcome back to Don’t Retire… Graduate! Today’s guest is Bobbi Rebell, a fellow University of Pennsylvania alum, is here for a reunion to talk about topics that we’re all thinking about (at least, we money nerds are): financial wellness, student loans, stress, and how to prepare the next generation for the future.  Bobbi is the …

In today’s Office Hours, Eric answers Morgan’s question: “What’s the difference between a fee-only and a fee-based financial advisor?” This is a great question and understanding the different fee structures for financial advice and when they are appropriate can help you choose your advisor. Have a question? Tweet it to us at @BrotmanPlanning or post …