Don't Retire...Graduate!

Eric Brotman
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Apr 4, 2019 • 30min

Housing in retirement. To downsize or not to downsize?

In this episode, Eric discusses the Dos and Don’ts of downsizing in retirement with residential real estate agent Tina Beliveau. In this episode: Tips for first-time homebuyers Why you should consult with a real estate agent before taking any next steps The dangers of PMI The differences between buying a first home and selling your home while buying a new one The additional costs of buying and selling a home Considerations when thinking about downsizing Maximizing the sale value of your home Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 21, 2019 • 31min

How to choose a financial advisor and when to know you need one

In this episode, Eric discusses when "doing it yourself" stops making sense and how to choose an advisor with his guest, Lena Nebel. In this episode: Who needs a financial advisor and why Different types/specialties of financial planners How to find a financial planner Questions to ask when interviewing a financial advisor? Does the advisor represent specific companies or products? What gets done in-house as opposed to being outsourced? How often would an advisor meet with you? Who are the typical clients of the firm? What are the costs of doing business? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 7, 2019 • 30min

Estate planning basics – not only for the rich

Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create an estate plan How to navigate estate planning with marriage, divorce, children and in-laws Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 21, 2019 • 30min

Legacy planning – Leaving behind something more important than money

In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children, grandchildren, and future generations of your family that are more valuable than money and "stuff?" Interview of a producer of Legacy Videos for families. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 7, 2019 • 28min

Preparing for Act 2 Career

In this episode, Eric Brotman and his guest, Kathleen Benjamin, discuss how to prepare for Act 2 career and what to do professionally in retirement.In this episode: You're graduating - what do you want to be when you grow up?  Life after "Career 1.0": Consulting? Entrepreneurship? Teaching? Mentoring? Interview of an Act II success story. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 24, 2019 • 29min

Volunteering in retirement –time, talent & treasury

In this episode, Eric Brotman Dianne Gilbert discuss finding your calling and a higher purpose as a volunteer in retirement. Using your time, talent, and treasury to make a difference. Interview of a "graduate" who has mastered volunteerism. What is covered: Finding your calling and a higher purpose as a volunteer in retirement. Using your time, talent, and treasury to make a difference. Interview of a "graduate" who has mastered volunteerism Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dec 14, 2018 • 29min

Envisioning Your Own Retirement as a Graduation

In this episode, Eric Brotman and his guest, Robyn Costello, discuss how to reframe retirement as a graduation, not a retreat. You'll hear: Why traditional retirement is bad for you and how to change the script.  Reframing retirement as a graduation, not a retreat. Interview of a recent "graduate" into retirement.   Learn more about your ad choices. Visit megaphone.fm/adchoices

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