Welcome 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 believe it’s a model for living a life of growth, purpose, and continual reinvention. We discussed the legacy I hope to leave at BFG, and why mentorship and a collaborative, teaching-hospital-style environment set our firm apart in the financial services industry. I shared details on our unique ensemble practice model, the importance of spreading financial literacy, and the role mentoring has played in my career. Tony asked insightful questions about choosing a financial advisor, emphasizing authenticity and transparency over complexity and secrets—a message I’m passionate about.

We also dug into why financial literacy is so crucial for everyone, young and old, and I pointed to resources both within and beyond BFG for anyone looking to boost their financial know-how. We wrapped up by talking about what I might “graduate” into next and what accomplishment I’m most proud of—hint: it’s not about personal accolades, but about building something meaningful and enduring for my team and our clients.

5 Key Takeaways:

Redefining Retirement as Graduation: I shared my belief that retirement shouldn’t be a retreat, but a “graduation” into something even better—another chapter of purpose, relevance, and contribution, no matter your age or stage.
A Legacy Built to Last: One of my greatest professional aspirations is to build a legacy at BFG that not only endures but thrives beyond my own career and lifetime, continuing to serve clients and foster great talent.
The Power of Mentorship and Collaboration: Modeled after a teaching hospital, BFG offers advisors a place to learn and thrive without pressure to “sell”—demonstrating that collaboration and ethical mentorship are the cornerstones of a meaningful career.
The Critical Need for Financial Literacy: Navigating the financial world requires knowledge and vigilance. I highlighted accessible resources like our free online financial literacy course at BFG University and recommended involvement in programs like Junior Achievement to help bridge the gap.
Choosing the Right Financial Advisor: When seeking an advisor, trust and transparency are paramount. I cautioned listeners to seek professionals who are honest, open, and clear about their offerings—making the advisor-client relationship as authentic and supportive as possible.

Join us for this unique insider’s perspective on purposeful growth and building a legacy in the financial world. If today’s episode resonated with you, don’t forget to subscribe, rate, and share with anyone looking to transform their approach to retirement—and to life!

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