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Grow Your Business and Grow Your Wealt‪h‬

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Eric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial Advisor‪s‬

Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don’t Retire…Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Brotman about helping people understand their finances.

Here are some of the beneficial topics covered on this week’s show:

●    How taking care of finances is not something people learn in school.

●    Why it’s impossible to reach financial freedom without financial literacy.

●    How people should look at retirement as graduating to the next phase of their life.

●    How people shouldn’t be defined by the roles they play in their careers.

●    Why retirement doesn’t have to happen at a certain age.

 

Connect with Eric:

Website: brotmanmedia.com

Website: financialplanningforall.com

Twitter: @brotmanplanning

Facebook: facebook.com/DontRetireGraduate

 

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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March 19, 2024
Brotman Media Group

16 Greenmeadow Drive, Suite 201

Timonium, MD 21093

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The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**

Investor Disclosures: https://bit.ly/KF-Disclosures