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Recession Proof Your Retirement Podcast

February 10, 2021

Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotma‪n‬

On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the financial journey.

In today’s episode we discuss:

Secrets of the happiest retirees. Financial strategies that can help prevent people from outliving their money. Important tax strategies to understand as one enters their years of financial independence. Why HSAs are the greatest tax tool ever invented. Should you defer Social Security to age 70? Long-Term Care- take it or leave it? Eric is a podcast host of his popular show Don’t Retire. Graduate and he’s also an author of a new book with the same title. Check out Eric’s book on Amazon!

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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.**

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