Don't Retire...Graduate!

Eric Brotman
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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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Mar 11, 2021 • 6min

TurboTax or a CPA: Which is Better for Me?

In today’s Office Hours, Eric answers Harvey's question: Who needs a CPA vs. just using TurboTax for filing your taxes? 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 4, 2021 • 31min

What Comes Next: Understanding the Legal Process After a Loved One Dies

Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes. Bullet points of what is covered during the episode: The stresses of estate administration while grieving a loss, and the ways you can ease the burden Necessity of human factor throughout the estate process The importance of having someone specialized in estate planning rather than a regular lawyer Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 25, 2021 • 9min

Transitioning into a Post-Career Lifestyle

In today’s Office Hours, Eric is joined by Susan Latremoille to answer Steve's question: When I'm transitioning from my career and trying to figure out what's next, how do I determine what a post-career lifestyle should be and how do I make that happen? 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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Feb 18, 2021 • 31min

Just Say Yes: Getting Out of a Routine and Embracing New Experiences

Eric is joined by Heidi Herman to talk about how removing the pressure of work and routine can help you spread more living onto your everyday life. Bullet points of what is covered during the episode A 94-year-old woman's journey through a life of adventures. Just say yes: getting out of the rut of your own routine in order to have new experiences. The power of spontaneity. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 11, 2021 • 7min

Opening Roth IRAs for Minors

In today’s Office Hours, Eric answers David's question: Can you open Roth IRAs for minors? 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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Feb 4, 2021 • 31min

Budgets Made Easy: Setting Smart Goals and Getting Yourself Out of Debt

Eric is joined by Ashley Patrick to talk about the coaching elements of finance and managing your debt.  What is covered during the episode: The student loan crisis, alternative opportunities, and the future of virtual education   Behavioral modifications you can make to help manage your money  Reducing debt by establishing financial goals and building a course of action  Setting specific goals with deadlines in order to reach them  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 28, 2021 • 6min

Risk Tolerance When Approaching Retirement

In today’s Office Hours, Eric answers Chris's question: If one intends to retire at age 65 and they're currently 52, should they leave their 401(k) in high risk? 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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Jan 21, 2021 • 32min

Budgeting Debunked: No-Stress Budgeting for Young Adults

Eric is joined by Jim Miller to discuss the importance of financial education and non-restrictive methods of saving money so that budgeting doesn’t have to suck. What is covered during the episode: Budgeting in a non-restrictive way.  Paying yourself first: Save, Invest, Spend  Useful software for tracking your spending  Using credit cards as a tool  Merging finances and having open conversations in relationships   www.iamjimmiller.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

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