Don't Retire...Graduate!

On today’s episode of Office Hours, Eric answers Grace's question: What financial advice do you wish you'd never been given?    Listen to the episode to hear three pieces of advice he was given or mistakes he has made along the way that haven't been talked about on this show before!    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! L...

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is a visionary and pioneer in the personal finance industry. Holly Morphew is the CEO of Financial Impact and her journey to financial independence was truly a wild ride, eliminating overwhelming debt, combatting chronic illness, and reaching financial freedom while she was only in her 30s. She joins us today to talk about how...

On today’s episode of Office Hours, Eric answers George's question: What would you do if I gave you a million dollars?   There are two ways to look at this question. 1. If you were to give the money to invest on your behalf or 2. if you were gifting the million dollars. Either way, you'll find your answer in this episode!   Have a question? Tweet it to us at @BrotmanPlanning and it may be answered...

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is a true celebrity and has made a career out of helping consumers save money. Jeanette Pavini is an Emmy-award winning reporter and author who talks about the money mindset she learned from her Italian American father and how she has used her platform as a reporter to share simple money-saving strategies with viewers for more...

On today’s episode of Office Hours, Eric answers Rachel's question: Do free financial resources actually have value?   How can you tell the difference between a quality piece of information and an infomercial? Find out in this Q&A session with your host, Eric Brotman!   Find our resources at bfguniversity.com and brotmanmedia.com.   Have a question? Tweet it to us at @BrotmanPlanning and it ma...

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is a behavioral strategist, business coach, author, and host of the Other Side of Potential podcast. Sharon Spano has a Ph. D. in human and organizational systems and is here to talk about the state of collective trauma we’ve been living in throughout the pandemic and why changing the world starts with turning off the news.  In...

On today's episode of Office Hours, Eric answers Efrayim's question: Should I pay off my girlfriend's debt?    Does your significant other have significant debt? There's no one asnwser on whether or not to pay it off, but there are some factors to consider. Find out in this Q&A session with your host, Eric Brotman!   Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in...

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is a money coach and mental health blogger who is joining us for a very special episode in honor of World Mental Health Day. Chloe Daniels of Clo Bare Money Coach goes deep into her own struggles with mental health and how it has helped her find her voice and grow her platform at the intersection of money and mental health. In...

On today's episode of Office Hours, Eric answers Lou's question: what are the investment strategies that wealthy people keep to themselves?    Are wealthy investors keeping their strategies a secret? Or do others simply not have the knowledge or the access to use them? Find out in this Q&A session with your host, Eric Brotman!   Have a question? Tweet it to us at @BrotmanPlanning and it may be...

Welcome back to Don’t Retire... Graduate! Our guest on today’s episode is a podcast host, a health, money mindset, and business coach, and simply a fantastic person. Lisa Holtan works with entrepreneurs, individuals, and couples to create levels of divine abundance. Her money mindset equates your financial health to your physical health to help you set and reach your goals. In this episode we’ll t...

In the season 4 Office Hours premiere, Eric asks you a question: How did you spend your summer?  If you haven't already, enroll in the Don't Retire... Graduate!: Freshman Year online course, or our free financial literacy course, at bfguniversity.com. Plus, write reviews and share our show with your friends to help spread a legacy of financial literacy.  Find the online courses at  www.bfguniversi...

Welcome back to Don’t Retire.. Graduate! We are now in our fourth season of the podcast and could not be more excited for the guests that will be joining us this school year. Our first guest is no exception. Ksenia Yudina is joining us today. She is a prolific entrepreneur, an MBA, a CFA, and a remarkable human who took on the world of venture capital as a woman and developed an investing platform...

In this season's final episode of Office Hours, Eric gives you your last extra credit assignment of the school year: what to do during the summer to set yourself up for financial success. Find the online courses at www.bfguniversity.com .  Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric is joined by Cody Loughlin, host of the Money Talkers podcast, to discuss the importance of talking about money with kids and the ups and downs that come with entrepreneurship. What is covered during the episode: Going from a millionaire to bankrupt overnight and fighting your way back. The value of time and setting goals in building wealth. Talking to your kids about money and teaching them...

In today’s Office Hours, Eric answers Alexis's question: I want a financial advisor, but it's expensive. How do I justify the cost?   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

Eric is joined by sociologist and money coach Dr. Brenda Uekert to discuss methods to achieve financial freedom that builds the confidence to live a happier life. Bullet points of what is covered during the episode • Discovering the FI/RE movement at any age • Having a Dream Fund, saving until it hurts, and using budgets as savings tools, not spending tools • How online courses, like Dream Big Mon...

In today’s Office Hours, Eric answers Justin's question: What are the biggest misconceptions around financial planning?   For more, visit www.financialplanningforall.com .    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

Eric is joined by author Tim Leffel to discuss his journey of moving abroad and how he helps others do the same. What is covered during the episode: Figuring out if the ex-pat life is right for you. How to live abroad with young children. Navigating real estate and finance in different countries. Trying out locations and where you can live on tourist visas. Tim’s Book: https://www.cheaplivingabroa...

In today’s Office Hours, Eric answers Carl's question: How do I know if and when it's time to break up with my financial advisor?    Get the interview questions in Eric's book: https://amzn.to/2O4uNPe   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

Eric is joined by Kris Ward to discuss how you can win the day by rethinking how you spend your time—both in business and life. What is covered during the episode: The W.I.N. Method. Why your business should support your life, not consume it. Limiting the time you spend working while increasing your productivity. The 3 Ds of running a business. www.winthehourwintheday.com Learn more about your ad...

In today’s Office Hours, Eric answers Steffany's question: How do I teach my kids about personal finance?   Find the Introduction to Personal Finance online course at www.bfguniversity.com .    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

Eric is joined by Michael Sherlock to discuss the methods behind a growing business and how to manifest an audience to compliment your ideal business growth. What is covered during the episode: How the S.H.O.C.K. method can help you reach the next level in your life, career, and retirement. Imposter syndrome: getting past the feeling of self-doubt and accepting your worth. Accountability partners...

In today’s Office Hours, Eric answers Jeff's question: What are the things we need to do when we're contemplating retirement that may be time-sensitive or urgent? Is there a checklist?   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

Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts. Bullet points of what is covered during the episode Talking about finances with your partner Best practices for purchasing an engagement ring Prenuptial/Postnuptial agreements Financial roles in a marriage Link to the webinar men...

In today’s Office Hours, Eric answers Anne Marie's question: How do I know when my husband and I should elect to start our social security benefits?    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