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In today’s Office Hours, Eric answers Ava’s question: “How much does money matter in a relationship?” This is a multifaceted question with different types of relationships, but in all types, it is necessary to have communication, transparency, and honesty. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and …

Welcome back to Don’t Retire… Graduate! This is an episode unlike any we’ve done before. Our guest is Rachael Schlimmer, a nomad who is traveling more often than she isn’t but is ready to start putting down roots and planning out her future.  While we promised not to call this an intervention (or a séance …

In today’s Office Hours, Eric answers Matt’s question: “How do you effectively balance among saving, retirement, and expenses?” There is no rule of thumb here, but we may be able to find a balance that works for you. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it …

Welcome back to Don’t Retire… Graduate! We have two very special guests today, Julien and Kiersten Saunders. They are the hosts of the Rich and Regular podcast and Money on the Table video series and authors of their recently published book, “Cashing Out: Win the Wealth Game by Walking Away.”  The couple joins us to …

In today’s Office Hours, Eric answers Madeline’s question: “Should I stop contributing to my 401(k) to pay for my daughter’s college now or should I take loans and continue to invest in my retirement?”  This a question many are facing, and there is no one perfect answer. However, retirement is the one thing you cannot …

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 …