Don't Retire...Graduate!

Eric Brotman
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Oct 22, 2020 • 7min

Understanding Your Employee Benefits

In today’s Office Hours, Eric answers Susan's question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? 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 15, 2020 • 37min

Making Money Mainstream: How Financial Therapy Can Take the Taboo Out of Finance

Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. What is financial therapy? How money scripts and financial flashpoints shape our behavior How to make talking about money less taboo Opening lines of communication within a family Moneyhealthsolutions.com/graduate Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 8, 2020 • 6min

How You Can Use a Reverse Mortgage

In today’s Office Hours, Eric answers Amy's question: Can you use the proceeds from a reverse mortgage for anything you want or need? 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 1, 2020 • 32min

Health is Wealth: The Importance of Financial Fitness When Building a Business

Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial literacy The importance of a business plan Pivoting business plans during a pandemic Understanding the value of your time The Money Meeting Agenda available at cashcoach.biz Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 24, 2020 • 6min

Dave Ramsey's Debt-Reduction Strategy

In today’s Office Hours, Eric answers Carl's question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? 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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Sep 17, 2020 • 34min

Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track

Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial “K” shaped recovery, Automatic contributions to retirement, Why HSAs are one of the most valuable retirement vehicles and COVID-19 financial impact to women vs men. For show notes and more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 10, 2020 • 8min

The Financial Planning Process

In today’s Office Hours, Eric answers Malia's question: How many steps are there in the financial planning process? 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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Sep 3, 2020 • 34min

What Do You Want to Do Next?: Continuing Your Career Past Retirement Age

Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older. Bullet points of what is covered during the episode Continuing to work past the traditional retirement age  Age discrimination and the difficulties older people face when looking for work Careers are constantly evolving and don’t necessarily need to end Conquering the fear of making the next step in your career How to have an Act 2  Show notes & more: https://brotmanmedia.com/2-17/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 27, 2020 • 6min

Moving to Avoid State Taxes

In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes? 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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Aug 20, 2020 • 30min

Your Happiness Portfolio: Finding Balance in Your Retirement

Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness.  Bullet points of what is covered during the episode How retirement can adversely affect a marriage The importance of communication  What the happiest retirees have in common Finding happiness in retirement  https://brotmanmedia.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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