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2 episodes with brotman financial group
Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services. Eric is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. In a Nutshell: As a founder/advisor, how does your role evolve over time? I frequently have these conversations with my coaching clients where we discuss what does the advisor want their role to be. In the early stages of your career, you have to do everything, but as the business grows, you have to decide what you're going to double down on and what you're going to let go of. There's no one answer that fits every advisor. Some advisors naturally and easily segue into a leadership role and give up most, if not all of their lead advisor client relationships. Other advisors do not enjoy the management role of running the business, managing people, and they prefer the relationship side of the business and business development. Regardless of which route you want to go, you have to figure out how to build the team and the infrastructure around you so that every function within the organization is getting taken care of at a high level such that you can focus on what you do best, what you enjoy the most, and that moves the needle for the company. On today's show, Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time, succession planning, transitioning clients, teamwork, scalable processes, and how to accelerate organic growth without losing a human touch.
Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don't Retire… Graduate! podcast, authored the award-winning book, Don't Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV. Listen to this insightful RIA episode with Eric Brotman about an innovative approach to financial planning. Here is what to expect on this week's show: - How BFG Financial Advisors distinguishes itself by having no asset minimums and employing a younger, diverse team compared to typical financial firms. - Why BFG Financial Advisors uses custom-developed, Excel-based tools instead of off-the-shelf financial planning software. - How financial advisors should have their own financial advisors to maintain objectivity. - Why financial advisors must manage client behaviors during market volatility. - How leveraging media, speaking engagements, and published works attracts new clients. Connect with Eric: Links Mentioned: bfgfa.com X @brotmanplanning Instagram @bfgfinancialadvisors Facebook facebook.com/BFGFinancialAdvisors LinkedIn linkedin.com/company/bfgfa Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has surpassed expectations in its market reach and achievements. In this episode, Rob, Phil, and Eric delve into:Building your firm successfully with young advisors. Selling equity to your team to help with your succession planning. Why most financial advisors are not planning for the future. A peek into the new edition of Eric's Book, Don't Retire…Graduate!.Key Takeaways: It's better to educate and invest in your team and have them leave than to not educate them and have them stay.Bring in junior advisors who are much younger than you. Your team should be staggered over ages for a successful transition and for your future retirement to be successful. You need the right mentors and coaches, in any industry, to know the right tools for the right job. This is no different in the financial advising and planning industry. Retirement should not be the absence of work, but rather, the absence of the need to work. Retirement is not the end of your life, it's the start of a different chapter. “What I am doing in every conceivable way is trying to take care of everyone here whose skin is in the game. And if I do that, and it doesn't require private equity, everyone here will not only benefit, but it will feather their nest for a generation.” – Eric BrotmanAbout Eric Brotman: Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don't Retire… Graduate! podcast, authored the award-winning book, Don't Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV.Connect with Eric Brotman: Website: https://bfgfa.com/ Website: https://brotmanconsultinggroup.com/Website: https://brotmanmedia.com/ LinkedIn: https://www.linkedin.com/in/ebrotman/ X: https://x.com/brotmanplanning Book: https://brotmanmedia.com/books/ Podcast: https://brotmanmedia.com/podcasts/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
In this HCI Podcast episode, Dr. Jonathan H. Westover talks with Eric D. Brotman about employee financial wellness and the long-term success for the business. See the video here: https://youtu.be/IzmLM80rnlk. Eric D. Brotman, CFP®, AEP®, CPWA® (https://www.linkedin.com/in/ebrotman/) is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in 1994 and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning services. Please leave a review wherever you listen to your podcasts! Please consider supporting the HCI Podcast on Patreon. Check out the HCI Academy: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn Alchemizing Human Capital Newsletter. Check out Dr. Westover's book, The Future Leader. Check out Dr. Westover's book, 'Bluer than Indigo' Leadership. Check out Dr. Westover's book, The Alchemy of Truly Remarkable Leadership. Check out the latest issue of the Human Capital Leadership magazine. Ranked #5 Workplace Podcast Ranked #6 Performance Management Podcast Ranked #7 HR Podcast Ranked #12 Talent Management Podcast Ranked in the Top 20 Personal Development and Self-Improvement Podcasts Ranked in the Top 30 Leadership Podcasts Each HCI Podcast episode (Program, ID No. 592296) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Learn more about your ad choices. Visit megaphone.fm/adchoices
Need additional accountability in the new year? Submit your questions and register for our monthly Office Hours! Watch the video recording of this week's podcast at YouTube.com/TheMarcusGarrett. What You'll Learn Today: Eric D. Brotman, CFP®, AEP®, MSFS is host of the podcast and author of the book "Don't Retire... Graduate." He is the President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Learn more at https://bfgfa.com. Statement of Disclosures and Disclaimers: The Marcus Garrett Show is for informational and entertainment purposes only. We do not offer investment advice and you should not constitute any conversations on the show as investment advice, legal, tax, or financial advice. You alone assume the sole responsibility for fully evaluating the merits and risks associated with the opinions we provide. When in doubt, consult with a certified financial planner, legal, or professional tax advisor who can provide expert advice on your unique situation.
Trying to make sense of the current financial landscape? Join us as we welcome CEO of The Brotman Financial Group, Eric D. Brotman, CFP®, AEP®, CPWA®, who brings a novel approach to growing older—that is, Don't Retire…Graduate! If you have questions about investments or are trying to prepare for the costs of each new stAGE or even retirement, Eric has answers!As author of the book, Don't Retire…Graduate! Building A Path to Financial Freedom and Retirement at Any Age, and host of the Don't Retire…Graduate! Podcast, Eric takes on a novel approach towards retirement and invites others to do the same. Instead of thinking of retirement as a time to slow down, withdrawal or give up, he believes retirement should be considered more like a graduation, where we launch into a brand new and exciting phase of our lives! Eric shares the three secrets of happiest retirees, the common worries of those growing older, what to consider when contemplating retirement, how to build wealth that won't be taxable in the future and even why your zip code may play into your decision of where to live and some future costs of aging to consider.But he's also an avid proprietor of the things money can't buy, such as time, happiness, harmony and peace of mind. And he believes in leaving a legacy even beyond money and fortune. He brings sage advice and financial wisdom that won't break the bank or sabotage future goals, especially during these times of financial upheaval and economic challenge. It's must-listen power hour from beginning to end with tips and tools regardless of what financial stage you're in because Eric does not believe financial planning is reserved only for the rich. He is an educator and values financial literacy for all, including youth.Eric is a recurring contributor to Forbes.com, Wall Street Journal, Yahoo! Finance, Baltimore Business Journal, The Daily Record and Fidelity Investor's Weekly. He hosts regular webinars on personal finance topics, and has released a free online course for high school students and young adults through BFG University. He appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, gives seminars and workshops for companies and is a highly sought-after speaker. To learn more about Eric's work or financial advising services, connect with him at www.bfgfa.com and you can check out his Don't Retire…Graduate! Podcast at www.brotmanmedia.com. Thank you, amazing Aging Rebels, for listening to the Aging GreatFULLy show! We create this show for YOU the listener! If you enjoy this episode, please share it with your friends and family and leave us a positive show review on your favorite platform! We love spotlighting listener reviews on our show! To listen, stream, connect, share, download, subscribe, visit our official host page at www.CTRNetwork.com/holleykelley or www.HolleyKelley.com and be sure to subscribe to our Aging GreatFULLy newsletter there too! Remember, you rock and you ROLE model!
This week on The Millionaire Choice Podcast, Tony talks with Eric Brotman, host of Don’t Retire…Graduate!, about empowering families through financial planning. Raising a family isn’t easy, but it can be easier with the right financial planning and decisions! About EricEric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of whom enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists. Mr. Brotman holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 1998, and completed his Master’s Degree in Financial Services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Mr. Brotman is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services. Mr. Brotman is serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for the Comptroller of Maryland. He is a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland. Additionally, Mr. Brotman serves on the Board of Trustees and is the Chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. He is a 2006 alumnus and former board member of Leadership-Baltimore County, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council. Mr. Brotman is the host of the “Don’t Retire… Graduate!” podcast, available at www.dontretiregraduate.com, and recently published “Pay Less Taxes Now! Four strategies to Help Reduce Your Taxes Legally,” available for free download at www.lowtaxbook.com. His most recent book, “Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor,” was published in 2014 and is available at most online book retailers. A sought-after speaker, he frequently gives seminars and workshops for companies, membership organizations, and fellow financial advisors. Mr. Brotman appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and has also been interviewed by WMAR Baltimore / ABC2 News. He has appeared in print in Wall Street Journal, The Baltimore Sun, Baltimore Business Journal,The Daily Record, Smart CEO, Investment Advisor, Fidelity Investor’s Weekly, Investment News, Journal of Financial Planning, Crain’s Baltimore, and numerous other publications. He has been featured on various websites, including Yahoo! Finance, ChiefExecutive.com, Reuters.com, Financial-Planning.com, and Forbes.com, and has appeared on a variety of radio programs, including the Marilu Henner Show and KGO News in San Francisco. Mr. Brotman was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011.See omnystudio.com/listener for privacy information.
On today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors. Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of whom enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists. In today's chat we will discuss: - Gender Differences in Financial Planning: Does it matter? - Estate Planning: Is it only for the wealthy? - CFP® certification: Why it's the designation of choice for Eric Brotman Be sure to connect with Eric Brotman: LinkedIn: https://www.linkedin.com/in/ebrotman/ Twitter: https://twitter.com/brotmanplanning Facebook: https://www.facebook.com/BFGFinancialAdvisors Website: https://www.bfgfa.com/ Email: ebrotman@bfgfa.com
About Eric: Eric D. Brotman, CFP®, AEP®, CPWA® is passionate about providing investment, retirement, estate, insurance, and comprehensive financial planning services to families, professionals, executives, and business owners. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. Eric is a champion for financial literacy education and volunteers for Junior Achievement of Central Maryland and the Eastern Shore. Eric’s most recent book, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, was published in 2014 by AuthorHouse. He appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and was interviewed by WMAR Baltimore / ABC2 News on a segment regarding the effects of Brexit for investors. Eric was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011. Goals for Podcast Interviews: Eric met Jessica and Margy at FinCon 2017 where they were exhibiting for Interview Connections. At the time, he literally didn’t even know what a podcast was but he had a goal to expand his brand and ‘move the needle’ in his business. Strategy: Eric began his podcasting journey by appearing as a guest expert on a couple dozen leading finance and business podcasts in 2017. In 2018, he flew to Providence, RI for a VIP Strategy Day with Interview Connections owners, Jessica Rhodes and Margy Feldhuhn to map out the launch of the second phase of his podcasting journey; hosting the show, Don’t Retire, Graduate! Jessica and Margy worked with Eric to map out a strategy so his interview appearances on other shows, and his own podcast would ultimately lead to more clients in his financial planning firm in Baltimore, Maryland. Results: Eric has seen a 400-500% return on his investment with Interview Connections. One of his podcast interview appearances went viral and led to over 20 new clients in his firm. Eric has also added over 2000 people to his email list by creating a landing page with a specific lead magnet that Jessica and Margy helped him create at his VIP Strategy Day in Providence. To learn more about how you can work with Jessica and Margy privately for a VIP Strategy Day, email guestexpert@interviewconnections.com. To listen to Eric’s podcast, visit DontRetireGraduate.com
Financial literacy is important to teach to children as early as possible. The issue is how to make something as complex as finances in a clear, simple manner. On this episode, the Money JAR team talks with a parent and professional financial advisor about ways that he is teaching his kids about being financially literate through literal money jars. Eric Brotman is a financial advisor, President and Managing Principal with Brotman Financial Group. We also talk to Eric about steps that parents can take to make sure their children are safe and secure as they grow up.
Being an ally can be lonely. In this episode, Eric Brotman and Sheryl Brown both share their candid conversation of being the one of the only men or women in a business setting. The finance industry, as with most industries, is not gender diverse, yet Eric and Sheryl have both leveraged their voices to make a positive impact on their industry. Eric joined a women in finance organization as an early ally in the 1990’s, and has since achieved gender equality in his own financial advising business with 50/50 male and female partners. While he admits to not having the secret recipe for gender equality, he attributes his firm’s success to hiring for the right skill sets. As the leader, he makes sure that his team looks for strong listening skills, collaboration, and relationship-focused skill sets and hires and rewards those skills. As a firm, they also focus on unseeing gender difference in the workplace, and park their own unconscious bias. As Eric’s ally, Sheryl Brown, leader of the Females in Finance community, also shares her story. She is an accidental activist of gender neutralization. Since being one of the only women in the room, she has made it her purpose to advocate for more women in the finance space. She now provides resources to women for professional development to advance in finance. Learn more and Connect with Sheryl bionicsocial.com https://www.facebook.com/groups/FemalesAndFinance/. Learn more and connect with Eric http://www.brotmanfinancial.com/team/eric-brotman Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.
It's safe to say most if not all of us want to feel like we'll be able to retire someday. Not just retire, but retire comfortably with not a lot of money stress. Doing these little things can get you that peace of mind knowing you and your family will be financially taken care of. This week we cash in with expert Eric Brotman CFP®, CEO of Brotman Financial Group, Inc Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. See omnystudio.com/policies/listener for privacy information. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Talking to our kids about money is hard. Especially when we don't know much about money ourselves. Even worse, having the conversation with our parents. Eric Brotman, CEO of Brotman Financial Group, has three great tips on teaching kids how much $25 can buy. And, he provides a way for us to approach our parents that won't feel threatening to them. You can follow this show on Twitter @MoneyMakingSens and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy information.
Eric D. Brotman, CFP®, AEP®, CPWA® is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. He's coming on KF to discuss retirement, entrepreneurship and more. DISCLOSURE: Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. WEBSITE: http://www.brotmanfinancial.com/ BOOK: http://a.co/d/fDusxrU VIDEO: https://youtu.be/twLpA_tPjfg EXCLUSIVE CONTENT: https://www.patreon.com/KennedyFinance AFFILIATE PROGRAMS: KeepKey: http://keepkey.go2cloud.org/aff_c?offer_id=1&aff_id=4832 Coinigy: https://www.coinigy.com/?r=b965d7ee Cryptoversity: https://www.cryptoversity.com/ref/156/ Goldmoney: http://goldmoney.com/r/3clR2u Coinbase: https://www.coinbase.com/join/58668cb... Liberty Classroom: http://www.libertyclassroom.com/dap/a/?a=12067 Cash App: https://cash.me/app/GTGJTKF Robinhood: https://share.robinhood.com/phillik247 DONATIONS: Bitcoin: 3HUEVWECPMshJsC2UikwDYr1SZnNmh7sqC Litecoin: LQF3GGZ7Y4e6pE9mWJmooGjEizyhuoxb6K Dash: XwGD7aftdnPU88fNjDAWYQtpd2CwoZPdWT PayPal Me: https://paypal.me/KennedyFinancial Cash Me: cash.me/$KennedyFinance WEB: https://www.philipkennedy.com PODCAST: https://soundcloud.com/kennedy-financ... SOCIAL: Steemit: https://steemit.com/@philipkennedy Dtube: https://d.tube/#!/c/philipkennedy Gab: https://gab.ai/KennedyFinancial Minds: https://www.minds.com/philipkennedy BitChute: https://www.bitchute.com/channel/philipkennedy/ The Goodman Fiske Band (Intro Song): http://goodmanfiskeband.com DISCLAIMER: Kennedy Financial provides pro bono financial counseling and education. All posts are strictly opinion and not a recommendation to invest in any asset class.
On this week's show I interview the author of Retire Wealthy and the founder of Brotman Financial, Eric Brotman. I ask Eric about ‘graduating' into retirement and lots more, don't miss it! Connect with Brotman on his website: www.BrotmanFinancial.com Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.
Eric Brotman from Brotman Financial Group explains the benefits - and the differences - between various tax-advantaged savings accounts. For more information, visit the show notes at http://moneytreepodcast.com/186
Eric Brotman understands that a relationship with a financial planner is a multi-generational thing. I talk about this a lot on the show, but it's all about a holistic plan that takes into account all the financial aspects of your life, and it's about reviewing the plan once or twice a year and changing it to match your goals and objectives as they change throughout the course of your life. This is an ongoing thing. It's not a one-time plan or a transactional thing. This is a lifetime deal. In the interview, Eric didn't list what he calls his “alphabet soup” of designation letters after his name. He's got a lot of professional designations and that's not a bad thing, but as he says, you can't get a diploma in integrity and hang it on the wall. Confidence is something you earn. So yes, credentials are nice, but never blindly trust someone because they have a lot of letters after their name. Talk to them and make sure that they're listening to your story and working towards your goals. And it doesn't hurt to get a second opinion. I couldn't make it down to Maryland anytime soon so Eric joined me online to tell his personal finance story. NEXT EPISODE 26 - Matt Matheson DISCLAIMER: Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.
Eric Brotman from Brotman Financial Group joins us to talk about how to have the hard conversations about money with your parents, and help them plan for their own retirement. Check out Eric's book on lowering your taxes at http://www.lowtaxbook.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Eric Brotman from Brotman Financial Group joins us to talk about how to have the hard conversations about money with your parents, and help them plan for their own retirement. Check out Eric’s book on lowering your taxes at http://www.lowtaxbook.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Eric Brotman, CFP®, AEP®, CPWA® is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners. Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists. Mr. Brotman appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and was interviewed by WMAR Baltimore / ABC2 News on a segment regarding the effects of Brexit for investors. He has appeared in print in Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, The Daily Record, Smart CEO, Investment Advisor, Fidelity Investor's Weekly, Investment News, Journal of Financial Planning, Crain’s Baltimore, and numerous other publications. He has published articles on various websites, including Yahoo! Finance, ChiefExecutive.com, Reuters.com, Financial-Planning.com, and Forbes.com. He has appeared on numerous radio programs, including the Marilu Henner Show and KGO News in San Francisco. Mr. Brotman was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011. Eric Brotman Vroom Veer Stories Veered away from Law School after getting a job; wasn't interested in the legal side Worked in insurance in his 20's; took advantage of employer funded education Found a venture capital partner; provided the sweat equity for the business Graduated from that partnership; divided the client base and mortgaged everything Survived and even thrived through both the Dot com bubble and the 2008 crash Started his succession planning efforts in his 30's; took on partners for the longevity of the business Loves to teach financial literacy in schools and to his clients Eric Brotman Connections Brotman Financial Group Facebook Twitter Linkedin Youtube Disclosure: Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.
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