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7: A Wealth of Joy: Redefining Success and Riches with Tamra Andress

Welcome back to Don’t Retire… Graduate! With the holidays right around the corner, it’s a perfect time to spread a little joy and who better to help us do that than the human sparkler herself: Tamra Andress. She is a thought leader in spiritual entrepreneurship who is helping business owners break out of their comfort

Office Hours: Using Allowance to Teach Positive Lessons to Your Kids

In today’s Office Hours, Eric answers Kyle’s question: “Does giving my child an allowance teach them positive or negative lessons about money?” The short answer is it can do both, but there are ways to offer an allowance that can teach your child about saving, philanthropy, and other important life lessons. Have a question? Tweet

6: What the Fintech? How Technology is Opening the Financial Industry to More Diverse Voices with Nicole Casperson

Welcome back to Don’t Retire… Graduate! We’re holding the industry accountable today with the help of WTFintech creator and People of Finance podcast host, Nicole Casperson.  Her passions for journalism and financial technology are helping underrepresented communities access financial services and she is a thought leader on how to improve the technology to better serve

Office Hours: Should I Be Using Cash or Credit?

In today’s Office Hours, Eric answers Ben’s question: “Is it better to pay in cash for daily purchases or use a credit card?” This answer can vary based on your spending habits, so Eric is here to outline who may benefit from each option. Have a question? Tweet it to us at @BrotmanPlanning or post

5: Find Your Battle Buddy: Helping Veterans Reach Financial Freedom with Dr. Ann James

Welcome back to Don’t Retire… Graduate! With Veterans Day coming up, we have a very special guest to talk about how she uses her own experience with finance and military service to serve the Veteran community. Dr. Ann James is a veteran of the U.S. Air Force, a Certified Financial Coach, and the CEO of

Office Hours: Regretting a Big Purchase

In today’s Office Hours, Eric answers Michelle’s question: “what’s one big purchase you’ve made and regretted later?” Everyone experiences buyer’s remorse at some point in their life, and Eric is no different. Hear what he has regretted purchasing in his life, and send us a message about your biggest spending regrets. Have a question? Tweet

4: Money Talk with Tiff and Eric: How Money Nerds Are Making Finance Less Boring

Welcome back to Don’t Retire… Graduate! Today’s guest is Tiffany Grant, a financial counselor and the host of the Money Talk with Tiff podcast.  Tiffany is a fantastic content creator within the personal finance space—except for her online quiz that must be broken if Eric did not get a perfect score—and is one of the

Office Hours: Understanding the 2022 Market Correction

How Current Market Conditions Differ From Past Crises and What You Should Do

3: The Foreign Language of Finance: Overcoming Cultural, Racial, and Gender Biases to Find Financial Success with the Financially Savvy Latina

Welcome back to Don’t Retire… Graduate! Today’s guest is Natalie Torres-Haddad MPA, AWA, a two-time TEDx speaker, award-winning author, and the host of Financially Savvy in 20 Minutes. Natalie’s story of being raised by immigrants during the LA Riots, experiencing the cultural differences between the rich and poor, and learning about money the same way

Office Hours: Getting Started as a Beginner Investor

In today’s Office Hours, Eric answers Tony’s question: “What’s the easiest way for a beginner investor to get started?” The first step of any journey can be difficult, but in this case we think education is a great place to start. After that, it can depend on your goals and will take practice. Have a