Don't Retire...Graduate!

In today’s Office Hours, Eric answers Carl's question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? 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 Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial “K” shaped recovery, Automatic contributions to retirement, Why HSAs are one of the most valuable retirement vehicles and COVID-19 financial impact to...

In today’s Office Hours, Eric answers Malia's question: How many steps are there in the financial planning process? 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 Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older. Bullet points of what is covered during the episode Continuing to work past the traditional retirement age  Age discrimination and the difficulties older peop...

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

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 m...

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

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 si...

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/adchoic...

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

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

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

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

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

Eric is joined by two fellow BFG financial advisors, Lena Nebel and Zack Scott, to discuss a major trend they’ve seen throughout their careers: people tend to do exactly the wrong thing at exactly the wrong time. Bullet points of what is covered during the episode How fear and greed affect investors’ decision making Why people make the worst decisions at the worst time How biases like loss aversio...

In today’s Office Hours, Eric answers Jill's question: In the wake of COVID-19, what is the future of higher education and how will that affect families' retirement plans? 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

In this episode, Eric is joined by Caitlin Pyle, founder of Work-At-Home School and Proofread Anywhere, to discuss how you can start your own business right from home, regardless of age. What is covered during the episode: The steps to starting a freelance business. How fixed incomes can be unfixed. Affiliate marketing and how it can make you money. Learn more about your ad choices. Visit megaphon...

In today’s Office Hours, Eric answers Sara's question: What does panic-selling really do to your long-term savings and ability to retire? 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

In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations.  What is covered during the episode How debt is worsening during the coronavirus outbreak. Getting out of debt and staying tax deferred.  How coronavirus will change the landscape of corporate real estate. How defe...

In today’s Office Hours, Eric answers Madelyn's question: I'm thinking of returning to work, but I'm worried my husband and I will jump into the next tax bracket. What does this mean for us? 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

In this episode, Eric is joined by fellow BFG advisor and registered millennial Zack Scott to discuss the changes we’re seeing now and what others we should expect in the wake of the coronavirus.  Bullet points of what is covered during the episode Financial opportunities for millennials while stock values are low and retirement is decades away. Avenues for tax-free wealth growth. The psychology o...

In today’s Office Hours, Eric answers the question that everyone has been thinking: So what's the good news? 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

In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it.  What is covered during the episode: Determining your retirement goals and setting the path to reach them. Monetizing what you’re good at in retirement. Asking yourself what you want to be...

In today’s Office Hours, Eric answers Jennifer's question: I was laid off. Will I still be able to retire? 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

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 Understandin...