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Our next guest, Eric D. Brotman, CFP™, is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don’t Retire… Graduate!, and the host of the Don’t Retire…Graduate! podcast. Eric’s approachable and actionable financial advice has been featured in the Wall Street Journal, Forbes.com, Yahoo! Finance, The Baltimore Sun, and others. Bob and Eric talk about:

  • Business relationships versus business transactions.
  • The power of making intentional financial & life choices.
  • The importance of legacy and your impact on the world.
  • The difference between work/life balance and work/life integration.
  • And not waiting until retirement to start living your life!

Listen to more of Eric’s advice on his podcast or grab a copy of his book, Don’t Retire… Graduate! @DontRetireGraduate, @brotmanplanning

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Graduating into Retirement Join me on a journey through the realm of financial fortitude with

March 19, 2024
Brotman Media Group

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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