Shows
Don't Retire...Graduate!Navigating College Decisions and Affording Education with Tony BreenWelcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and on today’s Diary of a Financial Advisor segment, we’re shining a light on the journey of college students and recent graduates as they navigate the complex world of higher education, student loans, scholarships, and financial planning. Joining me is Tony Breen, an accomplished senior finance major at Stevenson University, intern at BFG Financial Advisors, and the only person in six years who’s had the courage to interview me on my own show! Tony is not only pursuing a master’s in forensic accounting but also serve...
2025-09-2515 min
Don't Retire...Graduate!Football, Finance, and Finding Purpose: Manny Essien’s Journey to Financial Advisor and AdvocateWelcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode offers a unique peek behind the curtain at the real-life journeys of financial professionals with our “Diary of a Financial Advisor” series. Our focus is on career growth, diversity in the financial planning field, and the powerful impact of financial literacy.
Joining me is Manny Essien, CFP®, a dynamic member of the BFG Financial Advisors family, whose inspiring path from college intern to financial advisor reflects not only dedication but also a commitment to helping others reach their financial goals. Manny’s journey began at Steven...
2025-08-2813 min
Don't Retire...Graduate!Redefining Retirement: Eric Brotman on Legacy, Mentorship, and Financial WellnessWelcome back to Don’t Retire… Graduate! Today’s episode turns the tables for a special edition of our “Diary of a Financial Advisor” segment. Instead of my usual role as host, I’m stepping into the interviewee seat and handing the mic over to Tony Breen, BFG’s talented intern and a student at Stevenson University. Tony came prepared—having read my book and even “graduated” from Retire University—to dig into my professional journey and the core philosophies behind our work at BFG.
In this conversation, Tony and I explored what “graduation” means beyond the standard notion of retirement, and why I beli...
2025-07-3113 min
Don't Retire...Graduate!How Teaching Skills Translate to Client Success with Hannah DennisWelcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode features a unique perspective in our “Diary of a Financial Advisor” series. While we typically interview seasoned professionals in the financial planning space, this episode spotlights someone who is building a career in the world of finance from a different angle: Hannah Dennis. Hannah isn’t a financial advisor herself, but as someone who supports advisors and our clients at BFG, she’s become a linchpin of our team, helping bridge the worlds of client care and marketing.
Hannah joined BFG in June of 2023 as a cli...
2025-07-0312 min
Don't Retire...Graduate!Finding Purpose in Finance: Akram Ibrahim’s Journey with BFGWelcome back to another Diary of a Financial Advisor segment of "Don't Retire... Graduate!" Joining Eric today is Akram Ibrahim, who brings a unique perspective to his role as the firm's lead trader.
His journey at BFG didn't start from a calculated career plan but rather from a serendipitous encounter at a career fair during his time at Stevenson University. Throughout our conversation, Akram and I discussed his unconventional path into the financial industry, where pure luck and an eagerness to learn fueled his growth.
He shared how his role as Lead Trader involves handling thousands of transactions a year, re...
2025-03-1312 min
Don't Retire...Graduate!From Graduation to Retirement: Andrew Harrell’s Journey as a Financial AdvisorWelcome to another episode of "Don't Retire... Graduate!" where I, Eric Brotman, explore the unique journeys of financial advisors and how they help others achieve financial independence. In today's Diary of a Financial Advisor segment, I had the pleasure of speaking with Andrew Harrell, a dedicated financial advisor at BFG Financial Advisors. Andrew shares his journey in the financial advising field, his passion for helping clients with retirement and income planning, and the insights he's gained along the way.
In our conversation, Andrew shared his journey to becoming a financial advisor, highlighting how he has only known BFG Financial Advisors a...
2025-02-2718 min
Don't Retire...Graduate!The Evolution and Future of Long Term Care Insurance with Dan HallaWelcome back to another episode of "Don't Retire... Graduate!" I'm your host, Eric Brotman. In our "Diary of a Financial Advisor" segment, we introduce you to financial advisors and explore their professional journeys and their dedication to helping clients achieve financial success.
Today, I'm delighted to have Dan Halla, a valuable member of our BFG team, join me. Dan is our go-to specialist in long-term care insurance, bringing both his professional expertise and personal passion to the table. We'll dive into what inspired Dan's career path, his philosophy on the importance of risk management, and what's on the horizon for t...
2025-02-1313 min
Don't Retire...Graduate!Balancing Budgets While Becoming a Dad: Diary of a Financial AdvisorWelcome back to Don't Retire... Graduate!: the podcast that invites you to rethink what retirement really means.
In our Diary of a Financial Advisor segment, I, Eric Brotman, interview financial advisors about their professional journeys and their dedication to aiding others in their financial success. Today, we are lucky enough to be joined by BFG's own Cody Niedermeier before he begins his paternity leave.
In this episode, Cody and I explore the various considerations involved in planning for a family from the perspective of a financial advisor. Cody opens up about his own journey, sharing that he and his wife ar...
2025-01-3013 min
Don't Retire...Graduate!From Immigrant Roots to Investment Committee Chair: Diary of a Financial AdvisorWelcome back to another episode of "Don't Retire... Graduate!" I'm your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passionate retirement by asking you the important question: "What do you want to be when you grow up?"
In our "Diary of a Financial Advisor" segment, we interview financial advisors about their unique journeys and their dedication to helping others succeed financially. Today, I'm thrilled to introduce Claudia Glover, a chair of our investment committee and a highly credentialed CFP, who will share her professional and personal journey with us.
Claudia has a wide array of ex...
2025-01-1610 min
Don't Retire...Graduate!Smart Financial Moves for 2025: Tax Policies, Investing, and Retirement with Joe Saul-SehyWelcome to the premiere of the sixth season of "Don't Retire... Graduate!" I'm your host, Eric Brotman, and I'm thrilled to be back after a year-long hiatus. Our mission remains the same: to provide you with the insights and tools you need to achieve financial independence and live the life you’ve always dreamed of.
Today, our guest is a DRG regular, the incomparable Joe Saul-Sehy. Joe is an esteemed financial expert and the creator and co-host of the "Stacking Benjamins" podcast network. Joe is also a former financial advisor, a board member of the Plutus Foundation, and an author. Wit...
2025-01-1039 min
Don't Retire...Graduate!Don't Retire... Graduate! Trailer
Welcome to Don’t Retire… Graduate!—the podcast that’s here to challenge the way you think about retirement. I’m your host, Eric Brotman, Certified Financial Planner Practitioner, and I’m excited to guide you in transforming retirement from a final destination into a new beginning—a graduation into the next great chapter of your life.Retirement isn’t just about stepping away from a career; it’s about stepping into a life that’s filled with purpose, joy, and fulfillment. Whether you’re counting down the days to retirement or just starting to plan, we’re here to help you not...
2024-12-1903 minDon't Retire...Graduate!Office Hours: Worrying About Retirement in Your 20sIn today’s Office Hours, Eric answers Noah's question: “What can you tell someone in their 20s who is already worried about not being able to retire in the future?”
This is a lot of stress to put on yourself so early in your life and career, but there are a few pieces of advice that Eric can share for you.
Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours!
[embed]https://youtu.be/uWVhGkvzi6w?si=kG-pYomiGccFAleG[/embed]
2023-08-1706 minDon't Retire...Graduate!Office Hours: Money Lessons Learned from MoviesIn today’s Office Hours, Eric answers Charlotte's question: “What movie taught you the most about money?”
Eric chose the movie The Ultimate Gift based on a book by Jim Stovall because of how it taught the value of money and how you can use it to make a difference. This is the opposite of one we often mention as more of a cautionary tale, which is Billy Madison.
Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours!
[embed]https://youtu.be/4dYA099...
2023-07-2005 minDon't Retire...Graduate!Office Hours: What You Should Know Before Buying a HouseIn today’s Office Hours, Eric answers Oliver's question: “What should I know about finances before I buy my first home?”
Well done for thinking ahead! There are so many costs that go into home ownership that are different from renting, like maintenance, taxes, and furnishing. Listen to what Eric thinks is important to know before you make the purchase.
Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours!
2023-07-0608 min
Don't Retire...Graduate!The One Number Budget: Simplifying Financial Planning for Retirement with John CraneWelcome back to Don’t Retire… Graduate! On this episode we’re joined by John Crane, a financial advisor and author of The One Number Budget.
In the episode, Eric and John share their dislike of traditional budgeting—which Eric less-than-affectionately calls the “B-word”—and go through John’s exercise of finding the “one number” you need for this new budgeting concept.
In this episode we’ll talk about:
•Budget shaming and why it’s harmful
•Taking a lifetime approach to budgeting
•What it means to find your number and how to do it
•Importance of financially funded retirement
•Avoiding financial vampires
•Figuring out ho...
2023-06-2939 min
Don't Retire...Graduate!Seven Money Milestones: Building and Protecting our Wealth with Troy HoltWelcome back to Don’t Retire… Graduate! On this episode, Eric Brotman chats with financial industry veteran Troy Holt about the importance of financial literacy and shares some key strategies for managing your personal finances.
Troy is passionate about financial literacy and explains how a job in finance can provide both community impact and personal satisfaction beyond merely making money. He is here to walk us through the seven money milestones he and his team have identified in the financial planning journey, starting with financial education and leading to building and protecting wealth.
Listen now for tips on cutting expenses, genera...
2023-06-1533 min
Don't Retire...Graduate!Embracing Wanderlust: Finding a Way to Live Your Passions with Rachael SchlimmerWelcome back to Don’t Retire… Graduate! This is an episode unlike any we’ve done before. Our guest is Rachael Schlimmer, a nomad who is traveling more often than she isn’t but is ready to start putting down roots and planning out her future.
While we promised not to call this an intervention (or a séance for that matter), Rachael was at a crossroads and needed someone to interfere, if only to help her stop doubting herself. She and Eric sat down for what is almost a financial planning consultation to discuss her goals, explore opportunities for cash flow...
2023-05-1837 min
Don't Retire...Graduate!Office Hours: Investing in a 401(k) vs Saving for CollegeIn today’s Office Hours, Eric answers Madeline's question: “Should I stop contributing to my 401(k) to pay for my daughter's college now or should I take loans and continue to invest in my retirement?”
This a question many are facing, and there is no one perfect answer. However, retirement is the one thing you cannot borrow for so it's important to take care of yourself first financially before your children. Eric explains why.
Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours...
2023-04-2706 min
Don't Retire...Graduate!Office Hours: Can Money Buy Happiness?In today’s Office Hours, Eric answers Alicia's question: “Can money actually buy happiness?”
Over his 30-year career, Eric has seen people with more money than they could ever need who were miserable and some who were happy. The same can be said for those with more modest wealth. So what's the answer?
Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours!
Visit dontretiregraduate.com for a full transcript of this episode.
[embed]https://youtu.be/i1XowyWSXlI?si=m4j_XszsmiwpQP1p[/emb
2023-04-1306 min
Don't Retire...Graduate!Office Hours: What Should I Do With My Tax Refund?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 it on our Facebook and it may be used in a future episode of Office Hours!
Visit www.dontretiregraduate.com for a full transcript of this episode.
[embed]https://youtu.be/rgyzg7qDATY?si=1gSNB9EnPrkYB-cP[/embed]
2023-03-1607 min
Don't Retire...Graduate!Office Hours: Shoud I Invest in Stocks or Real Estate?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 on our Facebook and it may be used in a future episode of Office Hours!
[embed]https://youtu.be/zHaMgTe8CYA?si=04NyizOq7LHMrIMI[/embed]
2023-02-0209 min
Don't Retire...Graduate!Coming Out Of Hiding: A Story Of Recovery And Resilience With Laura Cathcart RobbinsWelcome 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 and into a career as a podcast host and writer. She is truly a remarkable person with a great message of recovery, resilience, and grace that we all could benefit from.
In this episode we’ll talk about:
•Eric’s appearance on The...
2023-01-2636 min
Don't Retire...Graduate!Office Hours: Will the Stock Market Recover in 2023?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 now.
Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours!
Visit dontretiregraduate.com for a full transcript of this episode.
[embed]https://youtu.be/eZ-fGvC0P68?si=ffZPGh...
2023-01-1907 min
Don't Retire...Graduate!Your Kids, Their Money: Sparking Financial Conversations and Teaching Finance with Clifton CorbinWelcome back to Don’t Retire… Graduate! Today’s guest is a stay-at-home dad and author of the book Your Kids, Their Money, Clifton Corbin.
Clifton met our team at FinCon22 and was instantly a kindred spirit, so he’s here to talk about ways to teach your kids about money, how we can change the mindset around financial independence, and finding financial resources that resonate with you.
Listen to his conversation with Eric and start having money conversations in your own home.
In this episode we’ll talk about:
• What it means to be retired
• Clifton’s childhood as a money nerd
•...
2022-12-2934 min
Don't Retire...Graduate!Office Hours: Should I Be Using Cash or Credit?
In today’s Office Hours, Eric answers Ben's question: "Is it better to pay in cash for daily purchases or use a credit card?”This answer can vary based on your spending habits, so Eric is here to outline who may benefit from each option. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-11-1006 min
Don't Retire...Graduate!Office Hours: Regretting a Big Purchase
In today’s Office Hours, Eric answers Michelle's question: “what's one big purchase you've made and regretted later?"Everyone experiences buyer's remorse at some point in their life, and Eric is no different. Hear what he has regretted purchasing in his life, and send us a message about your biggest spending regrets. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-10-2707 min
Don't Retire...Graduate!Money Talk with Tiff and Eric: How Money Nerds Are Making Finance Less Boring
Welcome back to Don’t Retire… Graduate! Today’s guest is Tiffany Grant, a financial counselor and the host of the Money Talk with Tiff podcast. Tiffany is a fantastic content creator within the personal finance space—except for her online quiz that must be broken if Eric did not get a perfect score—and is one of the many money nerds making financial literacy accessible to the public. Listen to her story and take her online quiz (after you listen to Eric giving out the answers, of course) to see if yo...
2022-10-2034 min
Don't Retire...Graduate!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 level, retirement timeline, and age. Eric explains three different asset structuring strategies that can help you avoid outliving your money. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Learn more about your ad choices. Visit m...
2022-07-2108 min
Don't Retire...Graduate!How Much Money Should You Have in an Emergency Fund?
In today’s Office Hours, Eric answers Jenna's question: “how much should I have in an emergency fund?” This can vary based on a lot of factors, and emergency funds don't need to just be in the form of savings accounts. Eric explores the different layers that can make up your emergency fund and the rules of thumb for how much money is safe. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Learn m...
2022-06-2307 min
Don't Retire...Graduate!Is Your Financial Advisor a Fiduciary?
In today’s Office Hours, Eric answers Gary's question: Are all financial advisors and planners fiduciaries? This is a great question and the simple answer is no. Listen to hear Eric explain what a fiduciary is, why it's important to know if your advisor is a fiduciary, and how you can tell. Have a question? Post it in the comments, tweet it to us at @BrotmanPlanning, or post it on our Facebook and it may be used in a future episode of Office Hours! Find a full transcript of this episode at dontretiregraduate.co...
2022-04-1407 min
Don't Retire...Graduate!The Pros and Cons of Using a Robo-Advisor for Investing
In today’s Office Hours, Eric answers Yazan's question: What are the pros and cons of using a robo-advisor for investing? A robo-advisor has its place, and Eric explores this question from two perspectives: simple investment management and comprehensive financial planning. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Visit brotmanmedia.com/podcasts for a full transcript of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices...
2022-03-0306 min
Don't Retire...Graduate!Paying Down Your Mortgage Early vs. Investing Extra Money?
In today’s Office Hours, Eric answers Sara's question: Should I be trying to pay off my mortgage early with extra payments or put that money to a different use? Of course, this is another case of "it depends." Listen to Eric explain when it may be a good idea to invest that extra money and when it's okay to make that mortgage number start falling. Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad...
2022-02-0306 min
Don't Retire...Graduate!How to Balance Saving, Retirement, and Expenses in your Budget
In today’s Office Hours, Eric answers Matt's question: How do you effectively balance between savings, retirement, and expenses? Of course, this is different for everyone, but listen to Eric explain how to determine a balance that may work for you, and adds a fourth category into the conversation: debt. Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-12-2307 min
Don't Retire...Graduate!Do Free Financial Resources Actually Have Value?
On today’s episode of Office Hours, Eric answers Rachel's question: Do free financial resources actually have value? How can you tell the difference between a quality piece of information and an infomercial? Find out in this Q&A session with your host, Eric Brotman! Find our resources at bfguniversity.com and brotmanmedia.com. Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-10-2806 min
Don't Retire...Graduate!Should I Pay Off My Girlfriend's Debt?
On today's episode of Office Hours, Eric answers Efrayim's question: Should I pay off my girlfriend's debt? Does your significant other have significant debt? There's no one asnwser on whether or not to pay it off, but there are some factors to consider. Find out in this Q&A session with your host, Eric Brotman! Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-10-1406 min
Don't Retire...Graduate!Investment Strategies that Wealthy People Don't Tell You
On today's episode of Office Hours, Eric answers Lou's question: what are the investment strategies that wealthy people keep to themselves? Are wealthy investors keeping their strategies a secret? Or do others simply not have the knowledge or the access to use them? Find out in this Q&A session with your host, Eric Brotman! Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-09-3006 min
Don't Retire...Graduate!Being a Money Talker: Talking to Your Kids about Money and Inspiring Entrepreneurship
Eric is joined by Cody Loughlin, host of the Money Talkers podcast, to discuss the importance of talking about money with kids and the ups and downs that come with entrepreneurship. What is covered during the episode: Going from a millionaire to bankrupt overnight and fighting your way back. The value of time and setting goals in building wealth. Talking to your kids about money and teaching them lessons early. The wins and losses experienced as an entrepreneur. Telling your money where to go instead of wondering where it went. Cody’s Podcast: https://th...
2021-06-1037 min
Don't Retire...Graduate!Breaking Up With Your Advisor
In today’s Office Hours, Eric answers Carl's question: How do I know if and when it's time to break up with my financial advisor? Get the interview questions in Eric's book: https://amzn.to/2O4uNPe Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-05-0606 min
Don't Retire...Graduate!Marrying Your Finances: What to do Before You Walk Down the Aisle
Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts. Bullet points of what is covered during the episode Talking about finances with your partner Best practices for purchasing an engagement ring Prenuptial/Postnuptial agreements Financial roles in a marriage Link to the webinar mentioned in the episode: https://brotmanmedia.com/then-comes-marriage-how-to-merge-your-financial-lives/ Link to Eric Brotman's latest book: https://amzn.to/2O4uNPe Learn more ab...
2021-04-0135 min
Don't Retire...Graduate!Investment Strategies for Roth vs. Traditional IRAs
In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-12-1706 min
Don't Retire...Graduate!Your Travel Bucket List: Planning Ahead for a Lifetime of Travel
Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your travel bucket list—using your passions and goals to map out your life of travel Balancing fulfilling your travel goals and fulfilling your financial goals How a travel portfolio can turn your dreams into plans Planning for multigenerational celebration travel For show notes & more: https://brotmanmedia.com/podcasts/ Learn mo...
2020-12-1035 min
Don't Retire...Graduate!Saving Too Much for Retirement
In today’s Office Hours, Eric answers Jason's question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-12-0307 min
Don't Retire...Graduate!Changing Your Story: Separating Your Identity from Your Job in Order to Be More You
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-11-2630 min
Don't Retire...Graduate!What is Single-Premium Life Insurance?
In today’s Office Hours, Eric answers Amy's question: What is the best way to figure out if a single-premium life insurance policy is a good idea? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-11-1907 min
Don't Retire...Graduate!Becoming You: How to Stop Existing and Start Living
Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and professionally—defining your identity outside of your job. Turning a vision into a redefinition of your life. Navigating life and change after devastating loss. Reorganizing your life through debt and unemployment. How Infrared Vision addresses the needs of the aging community. For show notes & more: https://brotmanmedia.com/podcasts/ Learn more about yo...
2020-11-1234 min
Don't Retire...Graduate!How to Build Your Wealth
In today’s Office Hours, Eric answers Steven's question: What are the steps to wealth-building and how do I get started and determine what's best for me? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-11-0507 min
Don't Retire...Graduate!Combating Dementia: The Financial and Emotional Effects of Alzheimer’s
Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-10-2932 min
Don't Retire...Graduate!Understanding Your Employee Benefits
In today’s Office Hours, Eric answers Susan's question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-10-2206 min
Don't Retire...Graduate!Making Money Mainstream: How Financial Therapy Can Take the Taboo Out of Finance
Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. What is financial therapy? How money scripts and financial flashpoints shape our behavior How to make talking about money less taboo Opening lines of communication within a family Moneyhealthsolutions.com/graduate Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-10-1536 min
Don't Retire...Graduate!How You Can Use a Reverse Mortgage
In today’s Office Hours, Eric answers Amy's question: Can you use the proceeds from a reverse mortgage for anything you want or need? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-10-0805 min
Don't Retire...Graduate!Health is Wealth: The Importance of Financial Fitness When Building a Business
Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial literacy The importance of a business plan Pivoting business plans during a pandemic Understanding the value of your time The Money Meeting Agenda available at cashcoach.biz Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-10-0131 min
Don't Retire...Graduate!Dave Ramsey's Debt-Reduction Strategy
In today’s Office Hours, Eric answers Carl's question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-09-2406 min
Don't Retire...Graduate!Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track
Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial “K” shaped recovery, Automatic contributions to retirement, Why HSAs are one of the most valuable retirement vehicles and COVID-19 financial impact to women vs men. For show notes and more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-09-1733 min
Don't Retire...Graduate!The Financial Planning Process
In today’s Office Hours, Eric answers Malia's question: How many steps are there in the financial planning process? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-09-1008 min
Don't Retire...Graduate!What Do You Want to Do Next?: Continuing Your Career Past Retirement Age
Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older. Bullet points of what is covered during the episode Continuing to work past the traditional retirement age Age discrimination and the difficulties older people face when looking for work Careers are constantly evolving and don’t necessarily need to end Conquering the fear of making the next step in your career How to have a...
2020-09-0334 min
Don't Retire...Graduate!Moving to Avoid State Taxes
In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-08-2705 min
Don't Retire...Graduate!Your Happiness Portfolio: Finding Balance in Your Retirement
Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness. Bullet points of what is covered during the episode How retirement can adversely affect a marriage The importance of communication What the happiest retirees have in common Finding happiness in retirement https://brotmanmedia.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-08-2029 min
Don't Retire...Graduate!Finding Financial Resources Online
In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-08-1306 min
Don't Retire...Graduate!We Could Be Doing This Instead: Living a Life That Ignites You
Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up. Highlights: The power of networking in building a portfolio of opportunities Knowing not only what you want to be when you grow up, but who you want to be Using side hustles to create multiple streams of income, give you the power to negotiate, and keep you in the game What we could be do...
2020-08-0632 min
Don't Retire...Graduate!Responsible Financial Decisions for Seniors in Retirement
In today’s Office Hours, Eric answers Richard’s question: What is the responsible financial approach for a senior to live? How do you balance your own bucket list and protecting the financial futures of your kids and grandkids? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-07-3005 min
Don't Retire...Graduate!Military Money: How Military Families Can Become Financially Savvy
Eric is joined by retired Navy veteran Doug Nordman to discuss how military families can take advantage of the financial resources provided for them and how you can raise a money-savvy family. Show notes & more: https://brotmanmedia.com/season-2-episode-14-military-money-how-military-families-can-become-financially-savvy Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-07-2331 min
Don't Retire...Graduate!Talking to Your Parents About Money
In today’s Office Hours, Eric answers Richard's question: How do you engage your parents in a conversation about their financial future? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-07-1606 min
Don't Retire...Graduate!Rocking Your Retirement: Creating a Retirement That Isn’t All About Money
Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes & more: https://brotmanmedia.com/season-2-episode…-your-retirement/ Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-07-0930 min
Don't Retire...Graduate!Future Changes to Real Estate Investing
In today’s Office Hours, Eric answers Steven's question: In the wake of COVID-19, how do you anticipate lending to change for real estate investors? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-07-0206 min
Don't Retire...Graduate!Females and Finance: Being an Ally for Women in a Male-Dominated Field
Eric is joined by Sheryl Brown, an international speaker on social and digital marketing strategies for financial services, to discuss females working in a male-dominated field and the importance of diversity. For show notes and more: https://brotmanmedia.com/season-2-episode-12/ Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-06-2531 min
Don't Retire...Graduate!The Psychology of Finance: Why Fear and Greed are the Worst Decision Makers
Eric is joined by two fellow BFG financial advisors, Lena Nebel and Zack Scott, to discuss a major trend they’ve seen throughout their careers: people tend to do exactly the wrong thing at exactly the wrong time. Bullet points of what is covered during the episode How fear and greed affect investors’ decision making Why people make the worst decisions at the worst time How biases like loss aversion and anchoring can control our decisions Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-06-1129 min
Don't Retire...Graduate!The Future of Higher Education in the Wake of COVID-19
In today’s Office Hours, Eric answers Jill's question: In the wake of COVID-19, what is the future of higher education and how will that affect families' retirement plans? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-06-0407 min
Don't Retire...Graduate!Making it Work: Discovering New Opportunities to Build a Business at Any Age
In this episode, Eric is joined by Caitlin Pyle, founder of Work-At-Home School and Proofread Anywhere, to discuss how you can start your own business right from home, regardless of age. What is covered during the episode: The steps to starting a freelance business. How fixed incomes can be unfixed. Affiliate marketing and how it can make you money. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-05-2833 min
Don't Retire...Graduate!The Danger of Panic-Selling Investments
In today’s Office Hours, Eric answers Sara's question: What does panic-selling really do to your long-term savings and ability to retire? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-05-2107 min
Don't Retire...Graduate!Tax Engineering: Finding Ways to Defer Capital Gains Tax to Save Money
In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations. What is covered during the episode How debt is worsening during the coronavirus outbreak. Getting out of debt and staying tax deferred. How coronavirus will change the landscape of corporate real estate. How deferred sales trusts help high net worth individuals create and preserve more wealth. Guest Bio Brett Swarts is an entrepreneur, cre investor, podcaster, deferred sales trust expert, and Nor. CA multifamily bro...
2020-05-1434 min
Don't Retire...Graduate!The Financial Pros and Cons of Returning to Work
In today’s Office Hours, Eric answers Madelyn's question: I'm thinking of returning to work, but I'm worried my husband and I will jump into the next tax bracket. What does this mean for us? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-05-0705 min
Don't Retire...Graduate!Retirement in the Wake of COVID-19: Finding Opportunities in the Changing Global Landscape
In this episode, Eric is joined by fellow BFG advisor and registered millennial Zack Scott to discuss the changes we’re seeing now and what others we should expect in the wake of the coronavirus. Bullet points of what is covered during the episode Financial opportunities for millennials while stock values are low and retirement is decades away. Avenues for tax-free wealth growth. The psychology of long-term investing. The shift to teleworking and remote employment. Show Notes Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-04-3031 min
Don't Retire...Graduate!So What's the Good News?
In today’s Office Hours, Eric answers the question that everyone has been thinking: So what's the good news? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-04-2305 min
Don't Retire...Graduate!Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There
In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it. What is covered during the episode: Determining your retirement goals and setting the path to reach them. Monetizing what you’re good at in retirement. Asking yourself what you want to be when you grow up. You know what you’re retiring from, but you need to figure out what you’re retiring to. Guest B...
2020-04-1630 min
Don't Retire...Graduate!Unemployment Due to COVID-19: What to Do Now and What to Expect for Retirement
In today’s Office Hours, Eric answers Jennifer's question: I was laid off. Will I still be able to retire? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-04-1006 min
Don't Retire...Graduate!Finding Your Why: The Financial Resources that Fit Your Lifestyle
In this special, two-guest episode, Eric talks to Brent Weiss and Holly Grosvenor about the different levels of financial advising available to clients and which one is right for which person. Bullet points of what is covered during the episode: Financial coaching versus financial advising What are the levels of financial assistance available and which is right for each type of client Understanding what you’re trying to achieve financially and why Show Notes Here Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-04-0228 min
Don't Retire...Graduate!Roth Contributions When in a High Tax Bracket
In today's Office Hours, Eric answers Timothy's question: Should I contribute to a Roth IRA if I'm in my mid-thirties and in a high tax bracket? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-03-2605 min
Don't Retire...Graduate!Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes
Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. During the episode: The financial and emotional importance of aging in place and staying in your own home. How Carenextion.org can reduce stress for caregivers. The types of services that Senior Community Services offers. Show Notes Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-03-1928 min
Don't Retire...Graduate!Retirement Income Calculator
In today's Office Hours, Eric answers Tina's question: how much money should I have in retirement savings now in order to have enough income later? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-03-1205 min
Don't Retire...Graduate!Understanding Medicare Before it’s Too Late with Danielle Roberts
Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what Medicare is and how to navigate it. Medicare is not free and should be part of your retirement planning. How to prepare for your medical costs in retirement. The differences between Medicare and Medicaid. Looking towards the future of Medicare and Social Security. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-03-0533 min
Don't Retire...Graduate!Student Loans vs. Retirement Planning
In the first ever episode of Office Hours, Eric answers a listener's question about whether you should be prioritizing paying back student loans or saving for retirement. Have a question you want answered? Tweet it to us at @BrotmanPlanning or connect with us on Facebook. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-02-2704 min
Don't Retire...Graduate!Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.
Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and preserving retirement income. How reverse mortgages can be tools for retirement income. With pensions becoming more and more rare, different tools are needed to ensure financial independence in retirement. How annuities, Social Security, life insurance, and other financial tools should be managed in a financial plan. Managing longevity risk—making sure you don’t outlive your retirement inco...
2020-02-2034 min
Don't Retire...Graduate!Finding Your Purpose in Retirement
Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg. Bullet points of what is covered during the episode Relying on our careers to form our identities can cause identity crises during retirement. Boomers are redefining retirement in the way that millennials are redefining work. Financial literacy is lacking among all generations, but a solution is not as easy as it may seem. Financial advisement and planning becoming more accessible to the average, middle class...
2020-02-0629 min
Don't Retire...Graduate!Financial Literacy Education
Eric Brotman discusses financial literacy education and how it impacts financial independence and retirement readiness with certified Job and Career Development Coach Jayme Hayes. In this episode: In a lot of cases, young adults and children are uneducated when it comes to financial literacy. It’s important to implement this education both at home and in classrooms. The cost of a college education and the big picture of the costs and alternative opportunities. Start saving now! Don’t just think about what you should do financially but start early and educate yourself. Learn...
2020-01-2330 min
Don't Retire...Graduate!Overcoming Challenges and Inspiring Others to Thrive
Eric Brotman discusses Overcoming Challenges and Inspiring Others to Thrive with yogi business professional Kristy Schiano. In this episode: Moving your life through phases and coping with each phase. Mental, physical, emotional, spiritual healing through yoga therapy and integrating all forms of wellness including financial. Impact of gratitude and focusing on the present moments. Strategies for coping in a professional setting. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-12-1930 min
Don't Retire...Graduate!Finding Happiness and Success in Retirement with retirement consultant Art Koff
Eric Brotman discusses finding happiness, success, and new careers in retirement with retirement consultant Art Koff. During the episode: Staying busy by doing things that make you happy in retirement. Finding unique ways to turn hobbies into careers. We are going to live longer than we ever expected and life will be more expensive than most have planned for are of great current interest. The cost of healthcare after retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-12-0530 min
Don't Retire...Graduate!Grooming your Children for the Family Business
Eric Brotman discusses retirement for one generation of a family business and transferring business responsibilities with family business expert Henry Hutcheson. In this episode: ● Retirement for one generation of a family business often hinges on the successful transfer of the business responsibility to the next generation - but this transition is tricky at best. ● What are the best practices from family businesses that survive the transfer? How to combine your purpose and profit to be successful. ● Mixing personal, family, and business. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-11-2131 min
Don't Retire...Graduate!Repurposing your Lifelong Career
Eric Brotman discusses how profit and purpose can drive your success and repurpose your lifelong career with renowned author Marc Miller. In this episode: Career Pivots and the idea that logical incremental steps can take you anywhere career wise and otherwise. How to combine your purpose and profit to be successful. In today’s world, after education, we continue to work and morph every 10-15 years and our idea of being old changes. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-10-2433 min
Don't Retire...Graduate!Gender Differences in Financial Planning
Eric Brotman discusses how financial planning should differ between men and women and the benefits of a Health Savings Account with NBC’s TODAY Show’s Jean Chatzky. What you will learn on this episode: Financial planning issues that women face more than men. How to use an HSA to save and grow your money. Why financial literacy isn’t taught in schools. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-10-1030 min
Don't Retire...Graduate!Creating a Legacy Through Charitable Planning
Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. “Giving is thoughtful and highly personal…It comes down to your values, what are your passions, what is important to YOU.” EB Everyone has the opportunity to be involved in philanthropy, it’s not just something for the Bill Gates and Warren Buffett’s of the world. All of us have opportunities to give and support people. Giving doesn’t always have to be complex. However, if you’re someone who gives over $10,000 a...
2019-09-2628 min
Don't Retire...Graduate!Income Strategies for Retirement Planning
Eric Brotman discusses understanding the roles of yields and dividends in retirement income planning with best-selling author Marc Litchenfeld. In this episode: The concept of retirement as graduating to the next stage of life “Rich” doesn’t always imply money but being able to live the life you want to live Marc’s 10,11,12 system (also covered in his book) this breaks down dividends, tax concepts, and long term investing Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-09-1230 min
Don't Retire...Graduate!How Financial Coaching Can Help Get Anyone Started in Planning for Retirement
Eric Brotman discusses how financial coaching can help you take control of your personal finances with financial coach Beau Humphreys. In this Episode: Even if you're just getting started or you're struggling with crippling debt, take the first step towards financial independence. Understanding the difference between a personal finance coach and a financial advisor Interview with a personal finance coach with an incredible personal journey to share. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-07-1132 min
Don't Retire...Graduate!Why tax planning is more than just filing tax returns
Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the "funniest tax guy in America," Edward Lyon. In this episode: What experts should you work with to help with your taxes? What tax changes do most people need to be aware of? The tax changes that affect businesses. Planning is even more important now, people don’t get do-overs. SALT provisions from both sides of the political spectrum. Tax policies for different people and different states. The new policies provide so...
2019-06-1333 min
Don't Retire...Graduate!Using Home Equity as a Working Asset
Eric Brotman breaks down the pros and cons of reverse mortgage strategies in reaching and maintaining financial independence, with mortgage specialist Neil Sweren. In this episode: Making sure one of your largest assets isn't "unemployed" when you retire. What is reverse mortgage? What are the restrictions and qualifications? Understanding the pros and cons of reverse mortgage strategies in reaching and maintaining financial independence. A way to finance purchases on new homes, make current situations work for you. Reverse mortgages don’t exist in a vacuum, they can be beneficial not only for the value but for th...
2019-05-3132 min
Don't Retire...Graduate!How the Financial Media Encourages Bad Behavior
Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media's "advice" with radio show host and financial advisor Kate Stalter. In this episode: The financial media is a product they are selling, not a public service. Advice from the media is one-size-fits-all, not personalized to you. Financial education is not taught in schools but is taught by advisors. When is comprehensive planning not for you? It is your job to follow your financial plan. Financial plans are living documents, not one and done. The dangers of D...
2019-05-1631 min
Don't Retire...Graduate!Estate planning basics – not only for the rich
Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create an estate plan How to navigate estate planning with marriage, divorce, children and in-laws Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-03-0729 min
Don't Retire...Graduate!Legacy planning – Leaving behind something more important than money
In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children, grandchildren, and future generations of your family that are more valuable than money and "stuff?" Interview of a producer of Legacy Videos for families. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-02-2130 min
Don't Retire...Graduate!Preparing for Act 2 Career
In this episode, Eric Brotman and his guest, Kathleen Benjamin, discuss how to prepare for Act 2 career and what to do professionally in retirement.In this episode:
You're graduating - what do you want to be when you grow up?
Life after "Career 1.0": Consulting? Entrepreneurship? Teaching? Mentoring?
Interview of an Act II success story.
Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-02-0727 min
Don't Retire...Graduate!Volunteering in retirement –time, talent & treasury
In this episode, Eric Brotman Dianne Gilbert discuss finding your calling and a higher purpose as a volunteer in retirement. Using your time, talent, and treasury to make a difference. Interview of a "graduate" who has mastered volunteerism. What is covered: Finding your calling and a higher purpose as a volunteer in retirement. Using your time, talent, and treasury to make a difference. Interview of a "graduate" who has mastered volunteerism Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-01-2429 min
Don't Retire...Graduate!Envisioning Your Own Retirement as a Graduation
In this episode, Eric Brotman and his guest, Robyn Costello, discuss how to reframe retirement as a graduation, not a retreat. You'll hear: Why traditional retirement is bad for you and how to change the script. Reframing retirement as a graduation, not a retreat. Interview of a recent "graduate" into retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
2018-12-1528 min