Don't Retire...Graduate!

Eric Brotman
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Dec 30, 2020 • 6min

Home Equity Loans for College Tuition

In today’s Office Hours, Eric answers Keegan's question: Is it a good idea to borrow against the equity in my house to finance college for my kids? 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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Dec 23, 2020 • 33min

Retire Before Mom and Dad: Making Smart Decisions Early to Reach Financial Freedom

Rob Berger, host of the Financial Freedom Show, is on a mission to equip young adults with the tools for financial independence. He stresses the power of compounding as a key strategy for financial growth. The conversation navigates the psychological shift from earning income to living off investments. They also tackle the complexities of retirement strategies, like the bucket approach, and emphasize the importance of understanding fees in financial planning. Rob offers insightful guidance on making early, smart decisions for a secure financial future.
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Dec 17, 2020 • 6min

Investment Strategies for Roth vs. Traditional IRAs

In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? 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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Dec 10, 2020 • 35min

Your Travel Bucket List: Planning Ahead for a Lifetime of Travel

Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your travel bucket list—using your passions and goals to map out your life of travel Balancing fulfilling your travel goals and fulfilling your financial goals How a travel portfolio can turn your dreams into plans Planning for multigenerational celebration travel For show notes & more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 3, 2020 • 7min

Saving Too Much for Retirement

In today’s Office Hours, Eric answers Jason's question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? 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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Nov 26, 2020 • 31min

Changing Your Story: Separating Your Identity from Your Job in Order to Be More You

Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 19, 2020 • 8min

What is Single-Premium Life Insurance?

In today’s Office Hours, Eric answers Amy's question: What is the best way to figure out if a single-premium life insurance policy is a good idea? 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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Nov 12, 2020 • 35min

Becoming You: How to Stop Existing and Start Living

Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and professionally—defining your identity outside of your job. Turning a vision into a redefinition of your life. Navigating life and change after devastating loss. Reorganizing your life through debt and unemployment. How Infrared Vision addresses the needs of the aging community. For show notes & more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Nov 5, 2020 • 8min

How to Build Your Wealth

In today’s Office Hours, Eric answers Steven's question: What are the steps to wealth-building and how do I get started and determine what's best for me? 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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Oct 29, 2020 • 33min

Combating Dementia: The Financial and Emotional Effects of Alzheimer’s

Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them. Learn more about your ad choices. Visit megaphone.fm/adchoices

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