Don't Retire...Graduate!

Eric Brotman
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May 20, 2021 • 7min

What You Probably Don't Understand About Financial Planning

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
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May 13, 2021 • 27min

Broadening Your Horizons: Moving Abroad For an Affordable Lifestyle

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
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May 6, 2021 • 7min

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
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Apr 29, 2021 • 34min

Winning the Day: Regaining Control of Your Time and Your Life

Eric is joined by Kris Ward to discuss how you can win the day by rethinking how you spend your time—both in business and life. What is covered during the episode: The W.I.N. Method. Why your business should support your life, not consume it. Limiting the time you spend working while increasing your productivity. The 3 Ds of running a business. www.winthehourwintheday.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 22, 2021 • 7min

Teaching Your Kids About Personal Finance

In today’s Office Hours, Eric answers Steffany's question: How do I teach my kids about personal finance?   Find the Introduction to Personal Finance online course at www.bfguniversity.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
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Apr 15, 2021 • 32min

Shock Your Potential: Unlocking Your Capabilities in Life and Business

Eric is joined by Michael Sherlock to discuss the methods behind a growing business and how to manifest an audience to compliment your ideal business growth. What is covered during the episode: How the S.H.O.C.K. method can help you reach the next level in your life, career, and retirement. Imposter syndrome: getting past the feeling of self-doubt and accepting your worth. Accountability partners and how to talk about your successes and mistakes. https://shockyourpotential.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 8, 2021 • 8min

The Retirement Readiness Checklist

In today’s Office Hours, Eric answers Jeff's question: What are the things we need to do when we're contemplating retirement that may be time-sensitive or urgent? Is there a checklist?   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
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Apr 1, 2021 • 35min

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 about your ad choices. Visit megaphone.fm/adchoices
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Mar 25, 2021 • 7min

Electing Social Security Benefits Strategically

In today’s Office Hours, Eric answers Anne Marie's question: How do I know when my husband and I should elect to start our social security benefits?    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
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Mar 18, 2021 • 36min

Breaking Down Barriers: Understanding and Battling Diversity Issues in Finance

Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled. Bullet points of what is covered during the episode: Resiliency and grit for success in the business Diversity within the financial industry Finding passion in financial literacy Discussing finance at an impressionable age Learn more about your ad choices. Visit megaphone.fm/adchoices

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