Don't Retire...Graduate!

Eric Brotman
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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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Aug 13, 2020 • 7min

Finding Financial Resources Online

In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice?  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 6, 2020 • 33min

We Could Be Doing This Instead: Living a Life That Ignites You

Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up. Highlights: The power of networking in building a portfolio of opportunities Knowing not only what you want to be when you grow up, but who you want to be Using side hustles to create multiple streams of income, give you the power to negotiate, and keep you in the game What we could be doing instead The importance of financial literacy https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 30, 2020 • 5min

Responsible Financial Decisions for Seniors in Retirement

In today’s Office Hours, Eric answers Richard’s question: What is the responsible financial approach for a senior to live? How do you balance your own bucket list and protecting the financial futures of your kids and grandkids? 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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Jul 23, 2020 • 31min

Military Money: How Military Families Can Become Financially Savvy

Eric is joined by retired Navy veteran Doug Nordman to discuss how military families can take advantage of the financial resources provided for them and how you can raise a money-savvy family. Show notes & more:  https://brotmanmedia.com/season-2-episode-14-military-money-how-military-families-can-become-financially-savvy Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 16, 2020 • 6min

Talking to Your Parents About Money

In today’s Office Hours, Eric answers Richard's question: How do you engage your parents in a conversation about their financial future? 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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Jul 9, 2020 • 31min

Rocking Your Retirement: Creating a Retirement That Isn’t All About Money

Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes & more: https://brotmanmedia.com/season-2-episode…-your-retirement/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 2, 2020 • 7min

Future Changes to Real Estate Investing

In today’s Office Hours, Eric answers Steven's question: In the wake of COVID-19, how do you anticipate lending to change for real estate investors? 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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Jun 25, 2020 • 32min

Females and Finance: Being an Ally for Women in a Male-Dominated Field

Eric is joined by Sheryl Brown, an international speaker on social and digital marketing strategies for financial services, to discuss females working in a male-dominated field and the importance of diversity. For show notes and more: https://brotmanmedia.com/season-2-episode-12/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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