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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 …

Welcome back to Don’t Retire… Graduate! Today’s guest is a military veteran, military spouse, and financial coach who works to help the military community gain control and confidence around their money. Lacey Langford, AFC® shares her story of military service, the challenges she has seen and helped military couples overcome throughout her career, and the …

In today’s Office Hours, Eric answers Juan’s question: “Is it better to skip investing in the stock market and buy real estate instead?” It’s not necessarily wise to go all in for either option, and Eric explains the pros and cons of each. Have a question? Tweet it to us at @BrotmanPlanning or post it …

Welcome back to Don’t Retire… Graduate! Today’s guest is the inspirational Laura Cathcart Robbins, host of The Only One in the Room podcast and author of the upcoming memoir Stash: My Life in Hiding.  Laura opens up about her struggle with addiction—a story she’ll share in depth in her book—and her journey out of hiding …

In today’s Office Hours, Eric answers Logan’s question: “will the stock market recover in 2023?” There’s no way to know this for sure, but Eric shares his take on how this time is different, how the stock market may behave in the coming year based on history, and what you may want to start doing …

Welcome back to Don’t Retire… Graduate! and our first episode of 2023. Today’s guest is going to lead you through an interesting exercise to get you thinking about your personal money story. Shaun Maslyk, the host of the Most Hated F Word podcast, helps people identify their money stories and use them to improve their …