Shows
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 retirem...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
That Will Nevr Work PodcastS6|G17 Secure the Bag—and the Future- Financial Planning with Eric BrotmanIn this value-packed episode of That Will Nevr Work, Maurice Chism sits down with financial advisor, author, and wealth strategist Eric Brotman to demystify what financial planning really means—and why it’s not just for the wealthy.Eric breaks down key strategies for building a solid financial foundation—whether you're just getting started, managing growing income, or planning for retirement. They discuss the difference between making money and keeping it, how to prepare for life’s “what-ifs,” and why financial independence starts with intentional decisions today.This episode is a must-listen for anyone ready to take control...2025-06-1134 min
Profit Answer Man: Scaling with Profit First & BeyondProfitable Exit Strategy and Succession Planning with Eric BrotmanProfitable Exit Strategy and Succession Planning with Eric Brotman Are you building a business you can actually walk away from? What if the problem isn’t how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who’s flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we’re not just talking theory—we’re breaking down the actual moves Er...2025-05-0641 min
UnHacked - Cybersecurity Made Simple for Small Businesses46. Cybersecurity Meets Financial Planning with Eric BrotmanEric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, President of Brotman Consulting Group, LLC, host of the Don’t Retire… Graduate! podcast, and author of the award-winning book, Don’t Retire… Graduate!Use code "unhacked" for a 25% discount on Eric's book: https://dontretiregraduatebook.com/ In our pre-interview meeting, Eric said: “Very few things keep me up at night. Not stocks, not capital hill, but having my identity stolen and company infiltrated.” And he has a great reason for this. Several years ago his company was hit with a ransomware attack.2025-03-2644 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 min
Get Your FILL, Financial Independence and Long LifeDon’t Retire, Graduate, with Eric D. Brotman, CFP®, AEP®, CPWA®Do you have a plan for your second chapter?
What does retirement look like for you?
Can you imagine life beyond your current 9-5 job?
In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these changes to facilitate your best next chapter.
About Eric
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a star...2024-09-0941 min
Wealth Marathon PodcastHow to Choose the Right Financial Advisor and Why Estate Planning Isn't Just for the Rich with Eric D. BrotmanEric Brotman, CEO of BFG Financial Advisors, discusses the importance of financial literacy and estate planning. He emphasizes the need for open communication about money and the importance of having basic estate planning documents in place. Brotman also provides insights into choosing a financial advisor, including asking about their compensation structure, understanding who they are beholden to, and ensuring they have experience working with clients similar to you. He highlights the importance of being financially literate and not being afraid to ask questions and research advisors. Brotman also addresses the challenges of obtaining certifications like the CFP and emphasizes...2024-07-011h 01
Wealth Architect PodcastEP-136 - Don't Retire. Graduate. with Eric D. BrotmanWelcome to the Wealth Architect Podcast with Mark Yegge. Today's guest is Eric Brotman, author of Don't Retire, Graduate! and a key figure at BFG Financial Advisors. Eric, with over 31 years of experience, specializes in holistic and individualized financial planning. He emphasizes the importance of financial literacy, transparent family communication, and the role of a Certified Financial Planner as a financial primary care physician. Tune in for valuable insights on achieving financial independence and optimizing your financial health. To reach Eric: bfgfa.com or brottmanmedia .com2024-06-0530 min
EGGS! The PodcastEggs 364: Advance Into Retirement with Eric D. BrotmanEric D. Brotman, a seasoned Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), and Certified Private Wealth Advisor (CPWA®), serves as the Chief Executive Officer of BFG Financial Advisors. Founded in Baltimore in 2003, BFG is an independent investment firm dedicated to guiding clients through wealth creation, preservation, and distribution. With over 25 years of experience in financial planning, Eric brings a wealth of expertise to the table.
In addition to his role at BFG, Eric hosts the enlightening "Don’t Retire... Graduate!" podcast. This podcast is not just about retiring but about evolving into a fulfilling retirement. Each episode offers listeners actio...2024-05-301h 01
The Purpose Focused AdvisorEric Brotman: Building Your Firm for Success Beyond YouThis episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has surpassed expectations in its market reach and achievements. In this episode, Rob, Phil, and Eric delve into:Building your firm successfully with young advisors. Selling equity to your team to help with your succession planning. Why most financial advisors are not...2024-05-2336 min
Know Your Why Podcast with Dr.Jason BalaraGraduating Into Retirement with Eric Brotman | Know your why #293EPISODE SUMMARY:
Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of "Don't Retire Graduate." Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth but also the well-being of loved ones. We unravel the significance of cybersecurity, insurance, and legal documents in creating an impervious financial moat for your assets.
ERIC'S BIO:
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t R...2024-03-1545 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 min
Retire Wealthy and HappyEp33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA®Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.Key takeaways to listen forImportance of conducting financial check-ups for a better financial futureStrategies to get out of debt without resorting to bankruptcy6 retirement decisions you need to...2023-07-111h 01Don'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[/emb2023-04-1306 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
Parents: Is Your Teen College Ready?Eric Brotman: Don't Retire, Graduate!Shellee and Eric discuss:
- Financial literacy is not taught in school and young adults don't understand the concept of how much the cost of living is.
- It is hard to teach kids the concept of earning and saving money.
- Things you can do as a parent to help your child be prepared to manage money.
- Do you go to a school you really want to go to or a school where you received a big scholarship?
- If you sacrifice your own retirement to send your teen to college, you are not doing them any favors.
...2023-01-2027 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
Richer SoulDon't Retire, Graduate with Eric BrotmanTake away: Getting to financial independence is an incredibly wonderful goal Action step: Take inventory, and figure out where you are. Money Learnings: Eric has no real financial training learned from school. They also did not talk much about money as he was growing up. Bio: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial f...2022-12-131h 03
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
Human Capital LeadershipS35E28 - Employee Financial Wellness and the Long-term Success for the Business, with Eric D. BrotmanIn this HCI Podcast episode, Dr. Jonathan H. Westover talks with Eric D. Brotman about employee financial wellness and the long-term success for the business. See the video here: https://youtu.be/IzmLM80rnlk.
Eric D. Brotman, CFP®, AEP®, CPWA® (https://www.linkedin.com/in/ebrotman/) is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in 1994 and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning services.
Please leave a review wherever you listen to your podcasts!
Please con...2022-05-1231 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
Aging GreatFULLy with Holley KelleyDollars and Sense with Eric D. Brotman, CFP®, AEP®, CPWA®Trying to make sense of the current financial landscape? Join us as we welcome CEO of The Brotman Financial Group, Eric D. Brotman, CFP®, AEP®, CPWA®, who brings a novel approach to growing older—that is, Don’t Retire…Graduate! If you have questions about investments or are trying to prepare for the costs of each new stAGE or even retirement, Eric has answers!As author of the book, Don’t Retire…Graduate! Building A Path to Financial Freedom and Retirement at Any Age, and host of the Don’t Retire…Graduate! Podcast, Eric takes on a novel approach towards retiremen...2021-11-121h 02
Change Made Easy53) "Amplify Your Wealth To Make The World A Better Place" w Eric Brotman, CFPEric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the "Don’t Retire… Graduate!" podcast, author of the "Don’t Retire… Graduate!" book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums.
Use code "HAPPY" at checkout for $20 off of Eric's financial literacy course! Link below
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Design Your LegacyTimely & Timeless Advice with Eric BrotmanHow do you build a business and buy a house when you don’t have a down payment? Eric Brotman from BFG Financial joins us today to share his life experiences in designing, developing and executing his personal legacy. He shares his experiences of using alternative methods for financing his first home, starting a business and creating wealth for multiple generations. His motto is “Don’t Retire, Graduate”. Graduate to a life of doing something you enjoy while getting paid for it. Graduate to the satisfaction of completing your life’s legacy!P.S. If you’re feeling overwhelmed in not knowing...2021-11-0658 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
The Millionaire Choice Podcast with Tony BradshawEp 61: Empowering Families through Financial Planning, Eric Brotman, Host of Don’t Retire…Graduate!This week on The Millionaire Choice Podcast, Tony talks with Eric Brotman, host of Don’t Retire…Graduate!, about empowering families through financial planning. Raising a family isn’t easy, but it can be easier with the right financial planning and decisions!About EricEric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides...2021-08-3148 min
Meet The Author ShowSeason 1 | EPISODE 4: Eric BrotmanOn today's episode of Meet the Author, Tony Steuer is speaking with Eric Brotman, founder of BFG Financial Advisors about his book “Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age”.
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric is also an author and the host of the “Don’t Retire… Graduate!” podcast, available at www.dontretiregraduate.com.
In today's chat we will discuss:
- His latest book: Don't Retire... Graduate!: Build...2021-08-1353 min
Lift-Off With Energizing Results045-Eric BrotmanWho’s your ideal client and what’s the biggest challenge they face?What are the common mistakes people make when trying to solve that problem?What is one valuable free action that our audience can implement that will help with that issue?What is one valuable free resource that you can direct people to that will help with that issue?What’s the one question I should have asked you that would be of great value to our audience?When was the last time you experienced Goosebumps with your family and why?Find free resources here: BFG UniversityD...2021-06-2208 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
Multifamily LiveDon't Retire...Graduate (with Eric Brotman)Hey! Jason Yarusi here.We just released a great, new episode with Eric Brotman on the Multifamily Live Podcast that I’m really excited about…Eric D. Brotman, CFP®, AEP®, CPWA® is the Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution since 2003. Eric is also the author of Don’t Retire…Graduate!: Building a Path to Financial Freedom and Retirement at Any Age.Eric treats saving towards retirement not as something we have to do to retreat from daily life by the time...2021-06-0915 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
The Podcast On PodcastingEp19: Tips And Tricks To Grow Your Podcast - Eric BrotmanToday, we have Eric Brotman, the host of Don’t Retire… Graduate! Podcast. Get insights on how he went up the ladder in podcasting from being a complete novice. He shares with us the right tools and techniques on how to grow your show and how you would stand out from other podcasters. WHAT YOU'LL LEARN FROM THIS EPISODE How does Eric’s podcast support his business? How to overcome the challenges faced in podcasting? Ways to reach out to good guests and let them shine on your show Hacks, tools, and techniques that make your job ea...2021-05-0530 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
Grow Your Business and Grow Your WealthEric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial AdvisorsEric 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 impossib...2021-03-0334 min
Everyone's Talkin' MoneyBuild Your Path to Financial Freedom & Retirement At Any Age | Eric Brotman
Let’s talk about the “r” word – retirement. It’s going to look a lot different for you and me than it did for our parents and grandparents, and that’s a good thing. What does this mean to you? Well, it means that you're going to need to scrub your previous definition and fill it in with a new one, according to our guest, Eric Brotman, CFP and author of the new book and podcast, Don’t retire Graduate!What You'll Learn
Why the old definition of retirement doesn't fit
How to create financial freedom at any age
Wha...2021-03-0240 min
Money You Should AskDon't Retire... Graduate! Eric D. BrotmanOur 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 mak...2021-02-0844 min
The Abundant Beans PodcastRetirement is NOT What You Think | Eric BrotmanTend to your nest egg like an orchard instead of treating it like an ATM.Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, Eric is the host of the Don’t Retire… Graduate! podcast, dedicated to teaching listeners how to advance into retirement rather than retreating into it. Today we talk about how dif...2021-02-021h 06
EGGS! The PodcastEggs 186: Eric D. Brotman - Founder and CEO at BFG Financial AdvisorsEric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent investment firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.
Eric is the host of the Don’t Retire... Graduate! podcast, dedicated to teaching listeners how to advance into retirement rather than retreating into it. Every episode provides listeners with inspiration and actionable advice to guide each of them towards a sea...2020-12-101h 01
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
Millennial To Millionaire PodcastListener Q&A w/ Eric D. BrotmanHello and welcome!
On this episode I have Eric Brotman come on the show and answer listener questions. Literally a wealth of knowledge and I think he’s the funniest guest I’ve ever had. Lots of gems in there and I am so excited for you to hear them.
Have more questions for Eric Brotman? He can answer them during the Office Hours segment of his podcast, Don’t Retire… Graduate! Just send them to @DontRetireGraduate on Facebook or @BrotmanPlanning on Twitter.
Please be on the look out for his new book Dont Ret...2020-05-1541 minMillennial To Millionaire PodcastSpecial Guest Episode: Good News and Bad News w/ Eric D. BrotmanHello and welcome to a Special Guest episode of the Millennial to Millionaire Podcast!
Today I have Eric D. Brotman joining us. He is the CEO of BFG Financial Advisors and has a career longer than the years I’ve been alive. Committed to helping people and definitely the funniest guest I’ve had on the show, he provides some wonderful insights and predictions about the economy and what we, as Millennials, can do about it.
The links to more of his content:
BFGFA.COM - the website for his financial advisory firm
2020-03-3037 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!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!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
The F WordSeason 2 | EPISODE 1: Eric Brotman - BFG Financial AdvisorsOn today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors.
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of who...2019-12-3043 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...2019-05-3032 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
Interview Connections | The Leading Podcast Booking AgencyHow Eric Brotman got a 400% Return on Investment with his Podcasting StrategyAbout Eric: Eric D. Brotman, CFP®, AEP®, CPWA® is passionate about providing investment, retirement, estate, insurance, and comprehensive financial planning services to families, professionals, executives, and business owners. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. Eric is a champion for financial literacy education and volunteers for Junior Achievement of Central Maryland and the Eastern Shore. Eric’s most recent book, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, was published in 2014 by AuthorHouse. He appears...2019-05-1322 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