Don't Retire...Graduate!

Eric Brotman
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Apr 2, 2020 • 29min

Finding Your Why: The Financial Resources that Fit Your Lifestyle

In this special, two-guest episode, Eric talks to Brent Weiss and Holly Grosvenor about the different levels of financial advising available to clients and which one is right for which person. Bullet points of what is covered during the episode: Financial coaching versus financial advising What are the levels of financial assistance available and which is right for each type of client Understanding what you’re trying to achieve financially and why Show Notes Here Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 26, 2020 • 6min

Roth Contributions When in a High Tax Bracket

In today's Office Hours, Eric answers Timothy's question: Should I contribute to a Roth IRA if I'm in my mid-thirties and in a high tax bracket? 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 19, 2020 • 29min

Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes

Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. During the episode: The financial and emotional importance of aging in place and staying in your own home. How Carenextion.org can reduce stress for caregivers. The types of services that Senior Community Services offers. Show Notes Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 12, 2020 • 6min

Retirement Income Calculator

In today's Office Hours, Eric answers Tina's question: how much money should I have in retirement savings now in order to have enough income later? 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 5, 2020 • 33min

Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what Medicare is and how to navigate it. Medicare is not free and should be part of your retirement planning. How to prepare for your medical costs in retirement. The differences between Medicare and Medicaid. Looking towards the future of Medicare and Social Security. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 27, 2020 • 5min

Student Loans vs. Retirement Planning

In the first ever episode of Office Hours, Eric answers a listener's question about whether you should be prioritizing paying back student loans or saving for retirement.  Have a question you want answered? Tweet it to us at @BrotmanPlanning or connect with us on Facebook. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 20, 2020 • 34min

Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.

Eric Brotman discusses ways to preserve your assets in retirement and which strategies you can use to create retirement income with Professor of Retirement Income, Wade Pfau, Ph.D. What is covered during the episode: Strategies for using and preserving retirement income. How reverse mortgages can be tools for retirement income. With pensions becoming more and more rare, different tools are needed to ensure financial independence in retirement. How annuities, Social Security, life insurance, and other financial tools should be managed in a financial plan. Managing longevity risk—making sure you don’t outlive your retirement income. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 6, 2020 • 29min

Finding Your Purpose in Retirement

Eric Brotman discusses ways to find purpose in your life, both before and during retirement, with the manager editor of the Money and Work & Purpose channels on NextAvenue.com, Richard Eisenberg. Bullet points of what is covered during the episode Relying on our careers to form our identities can cause identity crises during retirement. Boomers are redefining retirement in the way that millennials are redefining work. Financial literacy is lacking among all generations, but a solution is not as easy as it may seem. Financial advisement and planning becoming more accessible to the average, middle class person. Biases and gender differences when working with couples. Richard is the Managing Editor and Senior Editor of the Money and Work & Purpose Channels for NextAvenue.org. He has helped people manage their finances and careers as a writer and editor at major media outlets including Money, Yahoo!, CBS MoneyWatch, USA Today and Good Housekeeping. He has written two books, How to Avoid a Mid-Life Financial Crisis and The Money Book of Personal Finance.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 23, 2020 • 31min

Financial Literacy Education with Certified Job and Career Development Coach Jayme Hayes

Eric Brotman discusses financial literacy education and how it impacts financial independence and retirement readiness with certified Job and Career Development Coach Jayme Hayes. In this episode:  In a lot of cases, young adults and children are uneducated when it comes to financial literacy. It’s important to implement this education both at home and in classrooms. The cost of a college education and the big picture of the costs and alternative opportunities. Start saving now! Don’t just think about what you should do financially but start early and educate yourself. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 19, 2019 • 30min

Overcoming Challenges and Inspiring Others to Thrive with Yogi Business Professional Kristy Schiano

Eric Brotman discusses Overcoming Challenges and Inspiring Others to Thrive with yogi business professional Kristy Schiano. In this episode: Moving your life through phases and coping with each phase. Mental, physical, emotional, spiritual healing through yoga therapy and integrating all forms of wellness including financial. Impact of gratitude and focusing on the present moments. Strategies for coping in a professional setting. Learn more about your ad choices. Visit megaphone.fm/adchoices

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