Don't Retire...Graduate!

Eric Brotman
undefined
Jan 14, 2021 • 7min

Finding a Financial Advisor in Your 20s

In today’s Office Hours, Eric answers Usman's question: How do I find a financial advisor for advice in my 20s? 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
undefined
Jan 7, 2021 • 28min

Financial Planning for All: Financial Tools and Resources You Don’t Need to Be Rich to Use

Eric is joined by his partner and Director of Financial Planning at BFG, Yanni Niebuhr, to discuss Financial Planning For All, BFG’s new program offering free to low-cost resources and affordable financial planning designed for all ages and life stages. What is covered during the episode: Financial planning is not just for the rich and is not taught in school. New programs about to launch for high school kids, millennials, and all generations. Tools you can use to achieve financial stability. Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
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
undefined
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.
undefined
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
undefined
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
undefined
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
undefined
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
undefined
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
undefined
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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app