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2: How to Not Lose Money in the Stock Market: Understanding Mainstream Investing with Joseph Hogue

Welcome back to Don’t Retire… Graduate! Today’s guest is Joseph Hogue, CFA®, the host of Let’s Talk Money! With Joseph Hogue, joining us to break down the art and science of investing and share his rules for making money in the stock market.  Investing has become entertainment media and everyone wants to be slinging stocks,

Office Hours: Equitable Divorce Agreements

In today’s Office Hours, Eric answers Julia’s question: “I’m getting divorced. How do I know if I’m getting a fair split of marital assets?” This can be a hard situation to navigate, but bringing in a financial professional is a great way to start. Have a question? Tweet it to us at @BrotmanPlanning or post

1: Good, Bad, and Dangerous: The Best and Worst of Financial Advice and Advisors with Joe Saul-Sehy

Season 5 is here and Don’t Retire… Graduate! is back to share more actionable strategies for reaching financial independence and talk to more money nerds about what they want to be when they grow up.  And your eyes are not deceiving you—this season we’re recording in VIDEO! If you’re on an audio-only player, thank you

26: Advice for Future Financial Advisors

In today’s Office Hours, Eric answers Jesse’s question: “What advice do you have for someone interested in a career in finance or as an advisor?” The career path for a financial advisor is not well-defined, but there are several ways to get into…

A Life Well Lived: Embracing Life by Doing Things You’ve Never Tried Before (Rerelease)

Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. This episode, originally released in season 3, features Heidi Herman, author of On with the…

25: How Much Do You Need to Save for Retirement?

In today’s Office Hours, Eric answers Ryan’s question: “When and how do you come with a hard figure goal for your retirement savings?” Setting a savings goal for retirement is trying to hit a moving target, so you should be revisiting this…

Why Are You Happy?: Finding Joy and Strength in the Wake of Tragedy (Rerelease)

Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. Today, we’re welcoming back Kristy Schiano, Yogi and owner of the Mindful Movement Center,…

25: Why Do Financial Advisors Have Asset Minimums?

In today’s Office Hours, Eric answers Brianna’s question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and…

24: Generation Wars: How Millennials, Gen Xers, and Boomers are Planning for Financial Independence Differently (Rerelease)

Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. Today, we’re welcoming back our very own Yanni Niebuhr, CFP®, Chief Investment Officer here…

23: Spending Your Assets: Understanding Safe Withdrawal Rates

In today’s Office Hours, Eric answers April’s question: “Why do some advisors say that taking 5% or more of your retirement nestegg out every year is dangerous?” Determining a reasonable withdrawal rate depends on factors including your asset…