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

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is a podcast host, a health, money mindset, and business coach, and simply a fantastic person. Lisa Holtan works with entrepreneurs, individuals, and couples to create levels of divine abundance. Her money mindset equates your financial health to your physical health to help you set and reach your goals. In this episode we’ll talk about: How our mindset can derail our goals, financially and physically Taking an inventory so you know where you are, what you have, and how to get where you want to go Understanding your priorities and how the thoughts you say to yourself shape them Discovering your priorities and having open discussions about them with your partner How to facilitate a conversation about your priorities with your spouse Looking deeper into why you want the things you want The baggage around finances that adults bring into their marriage Why talking about money is taboo Our tendency to tie our self-worth to our income and why it’s a negative mindset Unlinking income from wealth and the behaviors surrounding money The truth behind money buying happiness Answering the question of am I going to be okay Episode discussed: https://podcasts.apple.com/us/podcast/high-vibe-money-tribe/id1486223029?i=1000532222856 Learn more about your ad choices. Visit megaphone.fm/adchoices

In the season 4 Office Hours premiere, Eric asks you a question: How did you spend your summer?  If you haven't already, enroll in the Don't Retire... Graduate!: Freshman Year online course, or our free financial literacy course, at bfguniversity.com. Plus, write reviews and share our show with your friends to help spread a legacy of financial literacy.  Find the online courses at www.bfguniversity.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Don’t Retire.. Graduate! We are now in our fourth season of the podcast and could not be more excited for the guests that will be joining us this school year. Our first guest is no exception. Ksenia Yudina is joining us today. She is a prolific entrepreneur, an MBA, a CFA, and a remarkable human who took on the world of venture capital as a woman and developed an investing platform like nothing we’ve ever seen before. In this episode we’ll talk about: How UNest and BFG Financial Advisors are both working to make financial planning accessible to families across the country--not only the rich Ksenia’s story of immigrating from Russia at 18 and taking on $180,000 in student debt while pursuing multiple degrees at UCLA Anderson How 12 years in the venture capital space inspired her to develop her own platform to help parents invest for their children’s future How UNest works and how it is different from other options, including 529 College Savings Plans The dangers of taking on massive student debt and how inflation and tuition increases make it almost impossible to avoid and difficult to pay off Why surrounding yourself with mentors and advisors can be beneficial, both in your career and personal life Why it is important to start planning for your future--or your kids’ futures--early Meet Ksenia Yudina Ksenia Yudina is a Founder and CEO of UNest, the first mobile app that makes it easier than ever before to create a manage tax-free college savings accounts. Ksenia is an entrepreneur and financial expert with over ten years of experience in the financial industry. As Founder and CEO of UNest she has spearheaded the development of the breakthrough fintech solution and raised funding from leading venture capital funds including Northwestern Mutual, Anthos Capital, The Artemis Fund, Group 11, Draper Dragon, Unlock Ventures, and Vested Ventures. Ksenia was a 2019 Finalist in Quesnays Female Founders in Fintech competition. She has also been featured in The Wall Street Journal, TechCrunch, New York Times, Forbes, Business Insider, American Banker, Inc. Magazine, USA Today, and US News & World Report. Ksenia was recognized as 40 Under 40 by Investment News and received a Rising Star Award from the Los Angeles Business Journal. www.unest.co https://www.facebook.com/unest/ https://twitter.com/UNest https://www.linkedin.com/company/u-nest/ https://www.instagram.com/unest/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this season's final episode of Office Hours, Eric gives you your last extra credit assignment of the school year: what to do during the summer to set yourself up for financial success. Find the online courses at www.bfguniversity.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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://themoneytalkers.com/optin33124205 Eric's book: https://amzn.to/2O4uNPe   Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s Office Hours, Eric answers Alexis's question: I want a financial advisor, but it's expensive. How do I justify the cost?   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

Eric is joined by sociologist and money coach Dr. Brenda Uekert to discuss methods to achieve financial freedom that builds the confidence to live a happier life. Bullet points of what is covered during the episode • Discovering the FI/RE movement at any age • Having a Dream Fund, saving until it hurts, and using budgets as savings tools, not spending tools • How online courses, like Dream Big Money Academy and BFG University, can encourage financial literacy education • Why women are discouraged from seeking financial advice or financial careers • Getting out of your comfort zone, increasing your confidence, and growing your courage. LINKS: Dream Big Money Academy https://dreambigmoneyacademy.com/ BFG University: https://www.bfguniversity.com/ Gutsy Women Club: https://www.gutsywomen.club/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s Office Hours, Eric answers Justin's question: What are the biggest misconceptions around financial planning?   For more, visit www.financialplanningforall.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

Eric is joined by author Tim Leffel to discuss his journey of moving abroad and how he helps others do the same. What is covered during the episode: Figuring out if the ex-pat life is right for you. How to live abroad with young children. Navigating real estate and finance in different countries. Trying out locations and where you can live on tourist visas. Tim’s Book: https://www.cheaplivingabroad.com/ Tim’s Blog: https://www.cheapestdestinationsblog.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices