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Hosted by eric brotman
3 episodes with eric brotman
13 episodes with eric brotman
2 episodes with eric brotman
4 episodes with eric brotman
2 episodes with eric brotman
2 episodes with eric brotman
2 episodes with eric brotman
2 episodes with eric brotman
In this value-packed episode of That Will Nevr Work, Maurice Chism sits down with financial advisor, author, and wealth strategist Eric Brotman to demystify what financial planning really means—and why it's not just for the wealthy.Eric breaks down key strategies for building a solid financial foundation—whether you're just getting started, managing growing income, or planning for retirement. They discuss the difference between making money and keeping it, how to prepare for life's “what-ifs,” and why financial independence starts with intentional decisions today.This episode is a must-listen for anyone ready to take control of their money—not just for success, but for security, peace of mind, and legacy.
Profitable Exit Strategy and Succession Planning with Eric Brotman Are you building a business you can actually walk away from? What if the problem isn't how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who's flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we're not just talking theory—we're breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you're serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need. In This Episode, You'll Learn: Why Eric hates the word retirement—and what mindset shift could unlock your next level. How to start building your exit strategy a decade before you plan to leave. The difference between building a sellable company… and just owning your job. Real-world examples of internal succession done right—without sacrificing culture or control. The one metric you're probably not watching that could destroy your transition plan. Key Takeaways: Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he's gradually transferring ownership to internal partners—protecting culture, profitability, and legacy. “Graduation” Beats “Retirement”. Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress. Internal Buyouts Aren't Always Lucrative—But They're Often More Fulfilling. He could've taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission. Team Building Is Strategic Planning. This wasn't just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person. Succession = Culture + Cash Flow + Control. Get these right, and you've got options. Ignore them, and you're the bottleneck holding the whole thing back. About Eric Brotman: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don't Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm's unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire. Conclusion: Will Your Business Outlive You? Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you. If you're not exit-ready, you're not growth-ready. It's time to change that. Links: https://www.facebook.com/BFGFinancialAdvisors/ https://www.linkedin.com/company/bfgfa/ https://www.linkedin.com/in/ebrotman/ https://www.instagram.com/bfgfinancialadvisors/ brotmanmedia.com Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Eric Brotman is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! Podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. Top 3 Value Bombs 1. It is not morbid to protect someone's human life value. 2. Leverage your opportunities. 3. Start immediately. Don't wait until there's a trigger event before you do this. Time is on your side. A division of Brotman Financial Group Inc - BFG Financial Advisors Sponsors HubSpot When you combine the power of Marketing Hub and Content Hub, you can have your best quarter, every quarter. Visit Hubspot.com/marketers to learn more Airbnb If you've got an extended trip coming up and need a little help hosting while you're away, just hire a co-host to do the work for you. Find a co-host at Airbnb.com/host Optimize To chat with JLD about Optimizing your life, click here EOFire.com/optimize.
From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Eric Brotman is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! Podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. Top 3 Value Bombs 1. It is not morbid to protect someone's human life value. 2. Leverage your opportunities. 3. Start immediately. Don't wait until there's a trigger event before you do this. Time is on your side. A division of Brotman Financial Group Inc - BFG Financial Advisors Sponsors HubSpot When you combine the power of Marketing Hub and Content Hub, you can have your best quarter, every quarter. Visit Hubspot.com/marketers to learn more Airbnb If you've got an extended trip coming up and need a little help hosting while you're away, just hire a co-host to do the work for you. Find a co-host at Airbnb.com/host Optimize To chat with JLD about Optimizing your life, click here EOFire.com/optimize.
Welcome to Don't Retire… Graduate!—the podcast that's here to challenge the way you think about retirement. I'm your host, Eric Brotman, Certified Financial Planner Practitioner, and I'm excited to guide you in transforming retirement from a final destination into a new beginning—a graduation into the next great chapter of your life. Retirement isn't just about stepping away from a career; it's about stepping into a life that's filled with purpose, joy, and fulfillment. Whether you're counting down the days to retirement or just starting to plan, we're here to help you not just survive, but thrive in your post-career years. In every episode, we'll explore how you can make the most of this exciting time by setting new goals, pursuing passions that light you up, and building a legacy that truly reflects who you are. You'll hear from award-winning authors, financial experts, influencers, and everyday people with inspiring stories. Together, we'll uncover strategies for achieving financial independence, managing your wealth, and making decisions that support your dreams. We'll cover everything from personal finance and investing to retirement readiness, taxes, and more. And it's not just about the money—we'll dive deep into the emotional and psychological aspects of retirement too. How do you maintain your mental and physical health, nurture relationships, and stay connected to your community? We're here to help you design a lifestyle that keeps you engaged, curious, and excited about the future. And don't forget to check out our bonus content every other week, where you'll get to meet the incredible team of financial advisors at BFG Financial Advisors. We'll share real stories from the frontlines of financial planning and give you insider tips on how to make your retirement dreams a reality. Retirement is not the absence of work—it's the absence of needing to work. So, why not graduate into a life of purpose, passion, and financial freedom? Tune in to Don't Retire… Graduate! and let's make these years the best ones of your life. Subscribe now on your favorite podcast app and join us as we turn the page on traditional retirement and step into a life of limitless possibilities. I'm Eric Brotman—let's get you graduated. Learn more about your ad choices. Visit megaphone.fm/adchoices
What if retirement wasn't about slowing down but instead about leveling up? In this transformative episode, Eric Brotman, financial advisor, educator, podcast host, and author of Don't Retire, Graduate, challenges the outdated concept of retirement as the end of meaningful contribution. Instead, Eric proposes a new paradigm: viewing retirement as a "graduation" into the most fulfilling chapter of life. Together, we explore why the traditional retirement model no longer fits today's realities and how to embrace financial independence, purpose, and passion in the next stage of life. About the Guest: Eric Brotman is a seasoned financial advisor, educator, and the visionary behind the Don't Retire, Graduate philosophy. With over 30 years of experience guiding families to achieve financial wellness, Eric empowers individuals to embrace retirement as a springboard to their most meaningful pursuits. He is also the host of a podcast by the same name and a sought-after thought leader in rethinking retirement. Eric's work is dedicated to helping people craft a future filled with purpose, joy, and financial freedom. Reach: https://bfgfa.com Key Takeaways: Redefining Retirement: Retirement is not the end of work but a transition into a chapter where work becomes optional and life becomes intentional. Breaking the Linear Path: Life doesn't have to follow a fixed sequence of education, work, and retirement. We can dance between phases, creating a personalized and dynamic journey. Financial Independence as Freedom: Achieving financial independence enables individuals to focus on what brings them joy and purpose, rather than adhering to societal expectations. Retirement's Outdated Origins: The traditional idea of retirement as "the end" stems from historical concepts that no longer align with modern longevity and aspirations. Graduation, Not the Finish Line: View retirement as a graduation—a celebration of achievements and a launchpad to explore passions, new projects, and meaningful endeavors. Customizing Your Retirement Journey: Whether it's consulting, volunteering, or pursuing hobbies, retirement can be as structured or flexible as you desire, tailored to your passions and goals. Prepare to toss your cap in the air and embrace this exciting vision for your future! Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch, DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Subscribe To Newsletter: https://healthymindbyavik.substack.com/ Join Community: https://nas.io/healthymind Stay Tuned And Follow Us! YouTube - https://www.youtube.com/@healthymind-healthylife Instagram - https://www.instagram.com/podhealth.club/ Threads - https://www.threads.net/@podhealth.club Facebook - https://www.facebook.com/podcast.healthymind LinkedIn - https://www.linkedin.com/in/newandnew/ #podmatch #healthymind #healthymindbyavik #wellness
In this episode of the Note Closures Show, host Scott Carson is joined by special guest Eric Brotman, host of the 'Don't Retire, Graduate' podcast. Eric, a seasoned financial advisor with nearly three-quarters of a billion in assets under management, shares insights into transitions, retirement planning, and financial independence. They discuss the importance of debt-free living, maintaining health, and having a sense of purpose post-retirement. The conversation also covers behavioral finance, the impact of the 2008 financial crisis, and misconceptions about financial planning. Eric outlines his journey in the financial advisory field, his approach to client management across 37 states, and the future growth of his firm, BFG Financial Advisors. Listeners are encouraged to take control of their financial futures and connect with Eric's resources at BFGFA.com and BrotmanMedia.com.Watch the original VIDEO HERE!Book a call with Scott HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
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.
Join the conversation! Send Magic a text here!Today I'm visiting with Eric Brotman, the CEO of BFG Financial Advisors and the host of the 'Don't Retire, Graduate' podcast. With over 25 years of experience in the financial sector, Brotman discusses the detrimental effects of traditional retirement on one's health and wellbeing, advocating instead for continuous engagement and purpose. He emphasizes the significance of financial literacy in optimizing emotional and spiritual health, likening money to oxygen—essential yet often overlooked when abundant. Brotman articulates that retirement should be a transition to meaningful pursuits rather than mere disengagement from life's activities. Financial wellbeing is crucial in reducing stress and improving overall life satisfaction.Businessowners, get your free e-book to support your employees' overall wellness here: https://brotmanmedia.com/financial-wellness-programs/Learn more about Eric and his financial literacy programs at: https://brotmanmedia.com/Support the showConnect with Magic:A Magical Life Podcast on Facebook: https://www.facebook.com/amagicallifepodcast/On Instagram: https://www.instagram.com/wholisticnaturalhealth/Online: https://wholisticnaturalhealth.com.auA Subito Media production
Do you have a plan for your second chapter? What does retirement look like for you? Can you imagine life beyond your current 9-5 job? In today's episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these changes to facilitate your best next chapter.
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
Welcome to the Wealth Architect Podcast with Mark Yegge. Today's guest is Eric Brotman, author of Don't Retire, Graduate! and a key figure at BFG Financial Advisors. Eric, with over 31 years of experience, specializes in holistic and individualized financial planning. He emphasizes the importance of financial literacy, transparent family communication, and the role of a Certified Financial Planner as a financial primary care physician. Tune in for valuable insights on achieving financial independence and optimizing your financial health. To reach Eric: bfgfa.com or brottmanmedia .com
The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
“Work less and spend more time with loved ones.” -Eric BrotmanJoin us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With over 25 years of experience, Eric shares his journey from an English major to a financial advisor and successful entrepreneur. The episode covers the importance of financial literacy, the Deep Wealth Mastery Program, and succession planning. 00:00 Meet Eric Brotman: A Trusted Financial Advisor03:22 The Journey of Brotman Financial Group10:46 The Art of Business Valuation and Succession Planning17:34 The Importance of Open Communication and Employee Incentivization24:24 The Importance of Transparency in Business26:08 Building a Transparent Culture and Its Challenges30:14 Exploring the Themes of 'Don't Retire, Graduate'36:18 Final Thoughts and Resources for Listeners43:21 Closing Remarks and the Importance of Community EngagementClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEEric Brotman (@brotmanplanning) / XDon't Retire, Graduate.Eric Brotman - BFG Financial Advisors | LinkedInBook: Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any AgeLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy Resources To Have You Thrive And ProsperLooking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit. Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info. Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success. Looking forward to helping you unlock the riches and success you deserve! https://www.deepwealth.com/thriveContact Deep Wealth: Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.May you continue to thrive and prosper while remaining healthy and safe!
On today's episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland. Eric and Matt talk about a wide array of topics. They discuss why Financial Literacy is still chronically underprioritized, how retirement doesn't have to be the end of meaningful work, and what is the future of college education. In addition to his career as a Financial Advisor, Eric has built a media company to reach people who may not have access to professional advice, including a book and podcast called "Don't Retire...Graduate!"
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
You don't have to view retirement as an end to a journey. Instead, you can take author Eric Brotman's advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.
Ever made a financial mistake that made you cringe? Share your experience and let's start a conversation about financial decisions. Your insights could help others avoid similar missteps. Let's engage!
Eric Brotman is the CEO of BFG Financial Advisors. He has 30 years of financial experience and he helps his clients find financial freedom. Eric and Josh discuss the current financial climate in America and how it has changed and what they would like to see happen. They give their advice on how to become financially literate and start earning more money sooner. Learn more about Eric here: https://brotmanmedia.com/
Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to Steven and Eric share tactics they have seen really work that consistently result in better outcomes for clients and more growth for advisors willing to put in the work to make it happen. https://zurl.co/ocyP
In this groundbreaking episode of Money Matters, host Chris Hensley dives deep into a transformative conversation with Eric Brotman, CEO of BFG Financial Advisors and the author of "Don't Retire, Graduate." Eric shares invaluable insights on how to rethink retirement planning, strategies for financial independence, and the steps you can take at every life stage to secure your financial future. This episode is a must-watch for anyone looking to redefine their journey to retirement and discover how to make their wealth work for them. Introduction: Chris Hensley introduces the theme of the episode: transforming the concept of retirement into a new phase of opportunities. A brief introduction of Eric Brotman, highlighting his contributions to redefining retirement planning. Eric's Vision on Retirement: Eric discusses the outdated concept of retirement and emphasizes planning for a life where your wealth provides security, freedom, and growth opportunities. Financial Planning for Different Life Stages: The conversation covers strategies for financial independence tailored to various stages of life, from early career to senior years. Eric outlines actionable steps for achieving financial independence, including communication with partners, avoiding adverse debt, and strategic tax planning. Preparing for Economic Downturns: Strategies to fortify finances against future recessions and the importance of not timing the market but being prepared for its fluctuations. Avoiding the Tragedy of Outliving Your Money: Eric shares three strategies for utilizing money in retirement, focusing on withdrawal rates and the necessity to adjust strategies based on those rates. The Importance of Financial Literacy: Initiatives to make financial planning accessible across different income levels and the launch of Eric's second book edition with updated insights and timeless advice. Seeking Professional Financial Advice: When and why individuals should consider getting professional financial advice, especially during significant life changes. Closing Thoughts: Eric reflects on what he wants to be "when he grows up," emphasizing continuous growth, succession planning, and evolving career paths. Call to Action: For more insights and to begin transforming your retirement planning, visit BrotmanMedia.com for resources, white papers, and access to Eric's book. Don't forget to like, share, and subscribe for more financial wisdom on Money Matters!
Summary Eric is the founder and CEO of BFG Financial Advisors a large financial planning business in Baltimore, USA that specialises in retirement planning. As well a writing his book Eric hosts a podcast by the same name and id a regular contributor to forbes.com and Sunday morning TV in Baltimore In this conversation Eric and I discuss the concept of retirement as a graduation and the need to redefine retirement as an opportunity for growth and exploration. Eric highlights the significance of having an abundance mindset and being open to reinventing oneself in retirement. Eric shares the three secrets to the happiest retirees: being debt-free, taking care of your health, and having a sense of purpose. Takeaways Retirement should be seen as a graduation and an opportunity for growth and exploration. Financial independence is key to a fulfilling retirement, and it is important to plan for it early in life. Having an abundance mindset and being open to reinvention can lead to a more fulfilling retirement. Financial literacy is crucial in achieving financial independence and making informed decisions. The fear of running out of money in retirement can be alleviated by working with a financial advisor and having a well-thought-out plan. The three secrets of the happiest retirees include embracing a second childhood, cultivating wisdom and mindset, and finding purpose and identity in retirement. Being debt-free or adverse debt-free is important in retirement to reduce anxiety and ensure a peaceful retirement. Taking care of your health is crucial, as it is easier to stay healthy than to get healthy. Having a sense of purpose gives retirees a reason to get out of bed every morning and brings fulfilment to their lives. Retirees should plan and have intention in their retirement to ensure a smooth transition and make the most of their time. Chapters 00:00 Introduction and Background 06:03 Redefining Retirement as a Graduation 09:25 Embracing a Second Childhood 14:10 Compounding Mindset and Wisdom 19:25 Finding Purpose and Identity in Retirement 23:21 The Emotional and Psychological Challenges of Retirement 28:20 The Importance of Financial Literacy 35:25 The Fear of Running Out of Money in Retirement 37:47 Achieving Financial Independence without Being Good with Money 42:56 The Three Secrets of the Happiest Retirees 43:05 The Three Secrets to the Happiest Retirees 44:05 Taking Care of Your Health 45:01 Having a Sense of Purpose 46:44 Debt and Financial Freedom 48:29 The Importance of Good Health 49:26 The Value of Purpose in Retirement 50:23 The Inflation Rate for Retirees 52:13 Planning and Intention in Retirement 53:10 Finding a Sense of Purpose in Retirement 54:08 What Financial Freedom Looks Like Episode Links & Resource Buy Eric's book Don't Retire… Graduate! Listen to Eric's Podcast Connect with Eric on LinkedIn WealthGPS – Lifestyle Financial Planning by TFP Download My FREE Retirement Toolkit Subscribe to my Super Sunday Retirement Roundup Newsletter
EPISODE SUMMARY: Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of "Don't Retire Graduate." Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth but also the well-being of loved ones. We unravel the significance of cybersecurity, insurance, and legal documents in creating an impervious financial moat for your assets. ERIC'S BIO: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don't Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Achievements: Built a financial planning and wealth management firm from start-up in 2003 to a firm with 20 employees and $650,000,000 under management. GET IN TOUCH WITH ERIC : www.bfgfa.com www.brotmanmedia.com https://www.facebook.com/BFGFinancialAdvisors https://www.linkedin.com/in/ebrotman/ EPISODE CHAPTERS: (0:00:00) - Financial Planning and Estate Protection Eric Brotman discusses financial planning and literacy, emphasizing the need for risk management and protection of assets in today's world. (0:09:43) - Wealth Building Strategies and Tax Planning Nature's wealth goes beyond finances, including experience, knowledge, and legacy. Life insurance, tax-advantaged savings, and diversification are important for future challenges. (0:21:36) - Legacy and Retirement Redefined Collaboration between financial planning and legal counsel, redefining retirement, and the broader implications of legacy. (0:27:43) - Planning for Retirement and Financial Freedom Retirement planning involves more than finances, including healthy habits, resilience, and the impact of life events. (0:34:00) - Financial Advisor's Motivation and Generational Impact Our financial expertise guides individuals and families towards positive changes through scholarships, literacy programs, and personal efforts. (0:38:03) - College Experience and Financial Planning English and science majors have different college experiences, and it's important to start new ventures immediately and seek financial advice. (0:44:06) - Uncovering Your Why for Success Taking action and uncovering one's 'why' leads to success in authorship and fitness, with gratitude for Eric's contributions. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. bfgfa.com socialsecharity.org
In this episode, Jim talks with financial advisor and wealth manager Eric Brotman. With almost 30 years of experience, Eric shares insights on financial literacy, empowering families, and the unique approach he takes. Three Key Takeaways: Purposeful Financial Planning: It's critical to utilize financial planning that goes beyond managing assets and instead using a more holistic approach. Tax Diversification: Be wary of the potential pitfalls of traditional retirement planning, particularly the assumption that tax rates will be the same or lower in the future. Generational Shifts: With each new generation, we are seeing shifts in financial perspectives. Learn how Gen Xers differ from Gen Z, and what those of us who are older can learn from the newer generation. The conversation also delves into the evolution of employer-sponsored plans, with Eric challenging the conventional 401(k) approach. Remember, Breakaway Wealth is here to guide you towards financial empowerment and success. Question: Have you ever reevaluated your approach to retirement planning in light of changing financial landscapes and tax considerations? Share your thoughts on embracing financial freedom and any strategies you've explored to navigate the evolving landscape of wealth generation. Connect with Eric Brotman: Website: www.brotmanmedia.com / www.brotmanconsultinggroup.com Linkedin: https://www.linkedin.com/company/bfgfa/
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Eric D. Brotman, CFP®, (https://bfgfa.com/) is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Linkedin: https://www.linkedin.com/in/ebrotman/ Company LinkedIn:https://www.linkedin.com/company/bfgfa/ Website: https://bfgfa.com/ Twitter: https://twitter.com/brotmanplanning Facebook: https://www.facebook.com/BFGFinancialAdvisors/ Instagram: https://www.instagram.com/bfgfinancialadvisors/ ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP® living in Maryland, Eric also is an author & host of the Don't Retire...Graduate! Podcast. Tune in now to hear from one of the top financial advisors in the industry. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com
Taylor Swift made even more headlines when she decided to sidestep traditional Hollywood studios and distribute her new movie, filmed as part of her Eras Tour, directly to movie theaters and millions of her adoring fans. What does Taylor know that the rest of us should about the value added by so-called middlemen? Joining us for this special roundtable discussion, we welcome back author and advisor Eric Brotman who joins Paula Pant and Len Penzo. In the second half of show, sponsored by DepositAccounts.com, we dive into in what cases hiring an advisor makes sense and what traits to look for when searching for an advisor. Be sure to stick around for the thrilling continuation of our year-long trivia competition. Doug has some 90s-sitcom-themed trivia on deck. Does this spell disaster for Paula? Or will she shock us all and extend her lead as we head into the final week of September? FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-taylor-swift-1412 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Eric Brotman is the CEO of BFG Financial Advisors, President of Brotman Consulting Group, LLC, Host of "Don't Retire...Graduate!" podcast, and author of three books on personal finance including "Don't Retire...Graduate! - Building a Path to Financial Freedom and Retirement at Any Age" On episode 135 of the "MODEL FA PODCAST," the spotlight is on Eric, the CEO of BFG Financial Advisors and author of "Don't Retire Graduate." The episode delves deep into the crucial role of company culture, mission statements, and the power of advisory boards in shaping businesses. As the conversation progresses, Eric emphasizes the value of building authority and influence through authentic podcasting, robust networking, and mastermind groups. The episode further underscores the significance of early exit strategy planning, collaboration over competition in the financial industry, and the potential of strategic alliances. Wrapping up, Eric discusses the indispensable nature of reading, recommending seminal books that provide foundational knowledge for financial advisors. “I think it's incredibly important to be authentic. The key to podcasting is to be yourself, to be vulnerable, to be authentic and to be fallible. And then if you're relatable in that way people will seek you out.” - Eric Brotman This week on The Model FA Podcast: Culture Culture Culture Culture. How often should you review your mission statement? The importance of building authority and influence. Two paths to build influence. The power of being yourself. The importance of having a succession plan. The importance of having an exit strategy. Strategic alliances and how they work. The importance of having a reading list. Our Favorite Quotes: “One of the things I loved when I was an advisor is the culture of joint work. And being able to learn from other folks, either in my office or throughout the countr; people who had different specializations.” - David DeCelle “I believe in collaboration over competition, I think our industry is one that's has the benefit of radical abundance. There are so many opportunities, so many people and families and businesses need our help. There's a shortage of financial advisors and an even bigger shortage of good ones.” - Eric Brotman “Culture, culture, culture, if you add people to your organization, not just clients, but particularly employees, or other advisors, the Fit has to be really, really perfect.” - Eric Brotman Connect with Eric: Connect on Twitter Connect on LinkedIn Website: https://www.brotmanconsultinggroup.com Email: ebrotman@bfgfa.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
Welcome back to Don't Retire… Graduate! On this episode, Eric Brotman chats with financial industry veteran Troy Holt about the importance of financial literacy and shares some key strategies for managing your personal finances. Troy is passionate about financial literacy and explains how a job in finance can provide both community impact and personal satisfaction beyond merely making money. He is here to walk us through the seven money milestones he and his team have identified in the financial planning journey, starting with financial education and leading to building and protecting wealth. Listen now for tips on cutting expenses, generating income through multiple streams, and protecting wealth with proper insurance coverage and investment in income-producing assets. In this episode we'll talk about: • The importance of financial education • The areas in our finances where most people are not protected, including life insurance and disability insurance • Rules of thumb for emergency funds and managing debt • Cash flow and how to begin building wealth • Investing in income-producing assets and creating multiple income streams • Avoiding one-size-fits-all financial advice and finding an advisor that can act as a copilot Visit dontretiregraduate.com for a full transcript of this episode. About Troy Holt: Troy Holt is a skilled sales and account executive with over 20 years of experience in business growth, development and financial planning. As a Certified Financial Educator & Registered Financial Consultant, Troy is licensed in 20 states and is an independent coach, speaker, and trainer. He is well-versed in communication, leadership, and work ethic, and has a proven track record of success in his endeavors. He is the co-author of an Amazon Best Seller book and host of the Troy Talks podcast, where he shares his expertise and personal stories to inspire others. Troy is also the CEO (Chief Encouragement Officer) of Troy Holt Consulting LLC, a growing financial consulting company focused on empowering and educating individuals and small business owners on wealth accumulation, preservation, and debt elimination. Troy is an engaging and motivating speaker, mentor, and Independent Coach, Speaker, and Trainer with The John Maxwell Company, who has made it a personal mission to eliminate financial illiteracy, particularly in the African American community with a focus on black women. Troy is a 33-year member of the same church, serving in ministry for 29 years and as a Licensed Elder with the Pentecostal Assemblies of the World for 26 years. He currently resides in Pensacola, FL with his wife of 31 years, one adult son, and three grandchildren. Troy Holt's LinkedIn: https://bit.ly/3dru6pP Troy Holt's Instagram: https://bit.ly/3YEo9OZ Troy Holt's Twitter: https://bit.ly/33EMQ2W Learn more about your ad choices. Visit megaphone.fm/adchoices
https://youtu.be/CO7uz_StrSY Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits of flexible leadership, and why retirement should not mean the end of your productive life. --- Give Your Stakeholders a Say with Eric Brotman Our guest is Eric Brotman, the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation and distribution. Eric's been building his own firm since 2003 and has acquired eight wealth management related professional certifications. Never seen that, anyone do that many along the way. He is the host of the Don't Retire graduate podcast as well. So welcome to the show, Eric. Steve, it's great to be here. Thank you so much. I'm excited to dive into your topic and you've got a lot of information here. But let's start about this journey of, you know, you've been investment for about 10 years and you founded your own company and then you've been growing this since 2003. So tell me about the journey and how you got to the point where you are now. It was a complete accident. I came out of college with an English and psychology background and was planning on law school and was thinking about tax law or corporate law or something like that and I I took a job out of school at a brokerage firm, a major brokerage firm in their legal department and I fell in love with their, with the brokerage world, with the financial world and decided not to go to law school and so in 1994 I started a practice as a young guy who knew nothing and had no network worth a darn other than recent college graduates, I started a practice. And at that point in time, it was important for me because I looked like I was 12, Steve. It was important for me to build my knowledge base so that I could speak intelligently. And one of the reasons why I have so many certifications is because early in my career, I didn't have a lot of clients, but I did have a lot of time. And so I took a lot of school because I thought I need to know more than the people I'm speaking to, to be intelligent about this, even though I don't have the life experience, I need to make sure I have the technical piece. And of course, the life experience comes now it's 30 years later. And I rely as much on if not more on my real world human experience than I do on the technical piece. I can hire technical people now. So it's so the journey was an accident. In 2003, I started this firm partly because I had helped launch another firm four years prior with a more senior partner. And he and I were going in different directions. And you know, it's nice because it was never a divorce. It was a, we referred to it kind of as a graduation. It was kind of like, all right, you're ready, go get them. And so that's sort of where some of this graduation idea came from. And I know we'll talk about that a little bit later today, but the idea of constantly advancing and moving forward was very important to me. And so in 03, I started the business, bootstrapped like crazy, borrowed money from everywhere and everyone and said, I'm all in, this is either going to work or it's not. And fortunately it's worked and it's worked abundantly. And now we have 21 people and seven financial advisors and we're growing exponentially and we're having a whole lot of fun. We're taking care of families all over the country and even outside of the US. So I always admire entrepreneurs who manage to build a professional service firm because it's a tough challenge. You basically are working, your raw material is your people and it takes, especially in your area, it takes a long time for someone to become really proficient and you have to support them and keep them. When they are successful,
From financial wellness to tough love on what it really takes to control how and when you retire, Don't Retire.. Graduate author Eric Brotman shares a unique perspective on how financial grownups can make their long term goals a reality- even if the math doesn't work at first. For more information, visit the show notes at https://www.bobbirebell.com/podcast/eric-brotman
Eric Brotman, CEO of BFG Financial Advisors and host of the podcast "Don't Retire...Graduate!", joins The Trulyfit Podcast._Don't Retire...Graduate! is also Eric's most recent book and serves as a how-to manual for understanding and putting key financial planning principles into practice._You can find everything about Eric below:Instagram: @eric.brotmanWebsite: https://bfgfa.com/
Positioning yourself for financial freedom early on in life is the best way to do it, and creates a greater chance of success. However, this can be done at any age through discipline and planning. Certified Financial Planner Eric Brotman has written several books on the process and helped countless people to achieve their goals. That's why on this episode of the podcast I wanted to talk to Eric about his books, his experience, and the advice he gives to his clients to help them to build their path to financial freedom. In this episode you will learn: - How to Pay Yourself First and Ensure Retirment Savings - How Saving for Retirement in Your 20s is Easier Thank You Think - About the Importance of Tax Planning in Your Retirement Portfolio - How to Leverage Your 401k If You Have Student Loans - How to Pay Down Debt Through Financial Triage
Shellee and Eric discuss: - Financial literacy is not taught in school and young adults don't understand the concept of how much the cost of living is. - It is hard to teach kids the concept of earning and saving money. - Things you can do as a parent to help your child be prepared to manage money. - Do you go to a school you really want to go to or a school where you received a big scholarship? - If you sacrifice your own retirement to send your teen to college, you are not doing them any favors. - Understand your Return On Investment when choosing a college. "You can afford to do almost anything, but not everything in this life."- Eric Brotman Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don't Retire...Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years. Eric believes that financial literacy is the key to well-being and is on a mission to help families and professionals achieve financial freedom. As part of his mission, he has served as an adjunct faculty member at Stevenson University, teaching the Certified Financial Planner curriculum to graduate students. In addition, he is serving on the Board of Trustees for the Maryland State Retirement and Pension System as an appointee of Governor Larry Hogan and he has testified before the Maryland Senate in favor of financial literacy education. Eric's approachable and actionable financial advice has been featured on Baltimore WBAL's 11 News Sunday Morning, The Wall Street Journal, Forbes.com, Yahoo! Finance, The Baltimore Sun, Baltimore Business Journal, Investment Advisor, Fidelity Investor's Weekly, and numerous other publications. His podcast, Don't Retire…Graduate!, is dedicated to inspiring individuals to advance into retirement seamlessly. Eric is the author of several books on personal finance, including Retire Wealthy: The Tools You Need to Help Build Lasting Wealth, Debt-Free for Life: The Tools You Need to Free Yourself from Debt, and Pay Less Taxes Now! Four Strategies to Help Reduce Your Income Taxes Legally, which can be downloaded for free at www.lowtaxbook.com. Eric is an avid traveler who calls Lutherville, Maryland home. He plans to “graduate” to living on the beach but hopes to never retire in the traditional sense. You can learn more about Eric at www.bfgfa.com or about the Don't Retire…Graduate! podcast at www.brotmanmedia.com Connect with Eric: Facebook: www.facebook.com/Dont-Retire-Graduate-111328207099985/ Instagram: www.instagram.com/dontretiregraduate/ Website: https://brotmanmedia.com Connect with Shellee Howard: Website: https://collegereadyplan.com/ YouTube: https://www.youtube.com/channel/UCr_WodPHDfSWEbiPdsRDbyQ Instagram: https://www.instagram.com/collegereadyplan/ Facebook: https://www.facebook.com/CollegeReadyPlan/ LinkedIn: https://www.linkedin.com/company/college-ready/ Email: shellee@collegereadyplan.com
Take away: Getting to financial independence is an incredibly wonderful goal Action step: Take inventory, and figure out where you are. Money Learnings: Eric has no real financial training learned from school. They also did not talk much about money as he was growing up. Bio: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Highlights from this episode: How Eric got into the financial advising business Eric talks about his book, “Don't retire… Graduate!” Find what you love to do Get help if you need help How to deal with inflation brotmanmedia.com Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! podcast and the author of the book, Don't Retire… Graduate! He is also a regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Company: www.bfgfa.com https://www.facebook.com/BFGFinancialAdvisors/ https://www.linkedin.com/company/bfgfa/ https://www.instagram.com/bfgfinancialadvisors/ Podcast: www.dontretiregraduate.com https://www.facebook.com/DontRetireGraduate https://www.instagram.com/dontretiregraduate/ Personal: https://www.linkedin.com/in/ebrotman/ Special thanks to our sponsors: Hello Fresh: We know you're going to love Hello Fresh as much as we do because it's America's #1 Meal Kit! Go to https://www.hellofresh.com/onlyone/65 and use code theonlyone65 for 65% off…PLUS free shipping! PATREON SHOUT OUTS: Mercedes Cusick LMFT, Website: www.mercedescusick.com, IG: @recoverhealbloom Check Out How To Do The Pot Thanks to Kathleen Hahn Cute Booty Lounge is made right here in the USA, by women and for women. The company is incredible, female, and minority-owned and all of their leggings make makes your booty look amazing. Go to https://cutebooty.com/ today! Embrace your body, love your booty! Join our Patreon: Become an Only One In The Room patron by joining us on Patreon! Starting at only $5.00 per month, you'll get bonus content, access to outtakes that the general public will NEVER see, extremely cool merch, and depending on what tier you get, monthly hang time with Scott and Laura. Join our Patreon today at https://www.patreon.com/theonlyonepodcast Be sure not to miss our weekly full episodes on Tuesdays, Scott Talks on Wednesdays and our brand new series On My Nightstand on Fridays by subscribing to the show wherever you listen to podcasts. Join our Only One In The Room Facebook Group if you'd like to ask a question of any of our upcoming guests for this series. Also visit the website www.theonlyonepod.com for the latest from our host Laura Cathcart Robbins like featured articles and more. We love hearing from you in the comments on iTunes and while you're there don't forget to rate us, subscribe and share the show! All of us at The Only One In The Room wish you safety and wellness during this challenging time. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's Talking Wealth podcast, Dale takes a look at retirement and shares Talking Wealth TV expert Eric Brotman's view from his book ‘Don't Retire, Graduate'. Eric suggests that retirement is a beginning and not an end and that it is about having the choice whether you work or not.
Join Shalom Klein on his weekly radio show, Get Down To Business with guests: Bryan Gray Eric Brotman Genady Knizhnik & Chris MacDonald
Welcome back to Don't Retire... Graduate! Our guest today did what nobody thought was possible: left Eric speechless. Sharita Humphrey has a remarkable story of grit and resilience. From a homeless mother of two living out of a motel, Sharita promised her sons that she would change their situation and did not rest until she did. The now award-winning financial educator is here to share that story and spread her message that just because you lose things, you can never lose hope. In this episode we'll talk about: • The importance of having money conversations at home • Sharita's story of becoming a mom early, the feelings of failure that came with losing her home, and her experience living in a motel for close to a year • How financial literacy education can change your financial trajectory • How it feels to leave traditional employment and scratch an entrepreneurial itch • Keeping experiences as a line item on a budget • Creating a safety net by building an emergency fund • Creating jobs and abundance through agriculture • Seeing your budget as a blueprint to keep you in the driver's seat Visit dontretiregraduate.com for a full transcript of this episode. www.sharitamhumphrey.com www.changeinmotion.co About Sharita M. Humphrey Sharita M. Humphrey is a nationally recognized, award-winning finance expert and money mentor. Having previously been broke and homeless herself, Sharita knows first-hand that financial freedom has a blueprint and she's committed to helping individuals change the financial trajectories of their lives. Sharita is a certified financial educator, speaker, and coach. At her namesake financial consulting company, Sharita helps minority women better understand, manage, and grow their money. Sharita also helps Black and Brown entrepreneurs learn how to accelerate their businesses and secure funding through her other company, Change In Motion, which offers a comprehensive education program. In 2020, Sharita was named National Financial Educator of the Year for her work within her local community and across the country. She is a regular contributor to entrepreneurial publications and has been featured in top-tier media including CNBC, iHeartMedia, Forbes, Yahoo Finance and BBC World News. This year, Sharita and her family set a goal of purchasing hundreds of acres of land over the next few years to build a family-run farm. During their journey, Sharita is teaching minority farmers how to obtain monies to acquire farmland and helping them to retain their land for generations to come. Sharita M. Humphrey Facebook Sharita M. Humphrey Instagram Sharita M. Humphrey Linkedin
Today it's host to host in the latest episode of The Disruptive Successor show. Jonathan Goldhill welcomes the host of the “Don't Retire…Graduate!” podcast, Eric Brotman. Eric is a certified financial advisor and the CEO of BFG Financial Advisors. Eric and his team are firm believers that financial literacy is the key to financial freedom, which inspires them to provide free and affordable educational resources and accessible financial planning with no asset minimums. HIGHLIGHTSKey elements to a good succession planning frameworkEric on successions and exitingEric on giving the equityEric's role in the succession planningThe “Don't Retire… Graduate!” bookWhat BFG Financial Advisors is aboutQUOTESEric: “I think the two that are most important beyond everything else, our communication, which to me also includes transparency, and goal alignment.”Eric: “I'm generally not a believer that you give equity away, I think equity is always sold, and even in a family business situation, I think equity is sold.”Eric: “I have to balance what the expectations are on a transaction. Because everyone thinks their business is worth more than potentially it is, in the same way, we all think our house is the nicest one on the block.”Start building your legacy now by connecting with Eric using the links below: LinkedIn: linkedin.com/in/ebrotmanEmail: ebrotman@bfgfa.comWebsites: bfgfa.comA special gift from Christian to Disruptive Successor listeners! Visit https://www.instantnonprofit/disruptive-successor to get his Nonprofit Boot Camp for free!If you enjoyed today's episode, please subscribe, review and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.
Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits of flexible leadership, and why retirement should not mean the end of your productive life. Time Stamps [00:43] Eric's entrepreneurial journey [03:24] Eric's experience with management blueprints [06:54] The benefits of flexible leadership [09:31] Understanding visionary leadership and why it's so effective [12:39] Why some entrepreneurs sell shares to their best-performing employees [14:35] What is multi-generational planning? [18:50] How multi-generational planning helps families avoid internal conflict [21:47] How Eric helps young multi-generational planners gain experience in the field [23:26] Eric's multi-generational planning and financial literacy tools [27:07] Collaborative financial planning and the role of the advisor [30:51] Why retirement should not mean the end of your productive life [32:58] The retirement problem and why some retirees go back to working [35:52] Growth drivers at Eric's firm BFG Financial Advisors [38:11] Parting thoughts Links and Resources Eric's LinkedIn Brotman Consulting Group Bfgfa.com Don't Retire... Graduate by Eric Brotman Don't Retire...Graduate Podcast Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business Complete the Buyability Assessment for Your Business https://StevePreda.com
In this episode we talk with Eric Brotman, CEO of BFG financial advisors, and host of the podcast Don't Retire….Graduate about not only the importance of achieving financial freedom but advancing into retirement seamlessly. During our discussion we talk about:the concept of graduating instead of retreating into retirement how to think about and plan for your transition to retirementwhat to do in the different stages of your life/career to prepare for graduating into retirementwhat to do if you are a little behind in planning for your retirementthe role of the leader when it comes to helping those around you prepare for retirementIf you are interested in more from Eric, visit brotmanmedia.com
Today, I interview Eric Brotman who was very entertaining in childhood. He loved doing standup comedy or singing, always mimicking his favorite stars. He enjoyed putting on a show for his friends and family, goofy and carefree. But he never actually used his own voice or his own style when he did these things. In school, he fit in everywhere and was friends with everyone, now referring to his younger self as "chameleon-esque". Still to this day, he has a tendency-- as many of us do-- to tailor his speaking style to his audience. However, the changes that took place after his parents' divorce led this high schooler to face adulthood much earlier than expected. Eric began working at age 14, made his way through college, and completed some internships that led him toward the finance industry (although his studies were in English and Psychology). In this field and in his work with clients, he realized the vulnerable work he was doing as people shared their fears, the financial mistakes they'd made in the past, and their hopes and dreams for the future. He found his voice through moving forward, trying different things, and being open-minded to opportunities that came his way. He didn't plan to end up working in finance, but he says it's the best outcome he could have ever hoped for, and he loves helping others to open their minds to the possibilities that life has to offer. __________________ Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Free Resources: Ebook to help you save on taxes can be downloaded at lowtaxbook.com Ebook to help understand the financial planning process can be downloaded at whatisfp.com Complete library of resources, including webinars, podcasts, and articles can be found at brotmanmedia.com Find Eric here: ebrotman@bfgfa.com linkedin.com/company/bfgfa linkedin.com/in/ebrotman facebook.com/BFGFinancialAdvisorsfacebook.com/DontRetireGraduate twitter.com/brotmanplanning__________________I'm your podcast host, Dr. Doreen Downing, and I help people find their voice so they can overcome anxiety, be confident, and speak without fear. Get started now on your journey to your authentic voice by downloading my Free 7 Step Guide to Fearless Speaking: https://www.doreen7steps.com.
Financial Independence is not an easy feat to conquer because money is always accompanied by shame. When you don't have enough, you are ridiculed; when you manage to get by, you are embarrassed by people who think you make more than you do. Financial advisor Eric Brotman joins us in this episode to demystify the shame around money. He sits with Zeona McIntyre to talk about his journey to financial freedom and what went wrong along the way. Listen in as Eric shares his financial planning strategies and the different avenues he used to grow his money. Go to www.rentredi.com and use our CODE: INVEST2FI to get 50% off on your first 6 months!Love the show? Subscribe, rate, review, & share! invest2fi.com
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the "Don't Retire… Graduate!" podcast, author of the "Don't Retire… Graduate!" book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Use code "HAPPY" at checkout for $20 off of Eric's financial literacy course! Link below ------------ Follow me on Instagram Connect on Facebook & Linkedin Subscribe to the free "Healthy, Happy Newsletter" Eric's Facebook https://bfgfa.com/ https://brotmanmedia.com/
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.
Who's your ideal client and what's the biggest challenge they face?What are the common mistakes people make when trying to solve that problem?What is one valuable free action that our audience can implement that will help with that issue?What is one valuable free resource that you can direct people to that will help with that issue?What's the one question I should have asked you that would be of great value to our audience?When was the last time you experienced Goosebumps with your family and why?Find free resources here: BFG UniversityDownload Eric's Free Ebooks Pay Less Taxes Now and What is Financial Planning?Eric's book on Amazon (Non-affiliated link): Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any AgeGet in touch with Eric: Website, Brotman Media, Financial Planning For AllSocial media: Facebook BFG, Facebook MediaLearn more about how Uwe helps in-demand professionals and their VIPs to get back their family mojo, double their financial security, and live in abundance in all areas of their life (without feeling guilty or constantly questioning themselves): Visit www.uwedockhorn.com. Or when you feel you'd be interested in working together you can Book A Chat With Uwe
Tend to your nest egg like an orchard instead of treating it like an ATM.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 has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, Eric is the host of the Don't Retire… Graduate! podcast, dedicated to teaching listeners how to advance into retirement rather than retreating into it. Today we talk about how different generations view financial planning and expectations, steps we can take to better prepare ourselves financially for our futures, the perks of “graduating” instead of retiring, and how Eric can read Jamie's mind.Thank you for listening!Please like and subscribe here and on your podcast app of choice. Also, share freely!
Are you looking for simple steps to achieve financial freedom? The COVID-19 pandemic may have left you with more stress and less financial freedom. In today's episode, we are joined by special guest, Eric Brotman, CEO of BFG Financial. Eric shares actionable and simple steps to achieve financial freedom in this current state of financial uncertainty. These financial strategies will help you become financially independent and help you live your best life.
Hello and welcome! On this episode I have Eric Brotman come on the show and answer listener questions. Literally a wealth of knowledge and I think he's the funniest guest I've ever had. Lots of gems in there and I am so excited for you to hear them. Have more questions for Eric Brotman? He can answer them during the Office Hours segment of his podcast, Don't Retire… Graduate! Just send them to @DontRetireGraduate on Facebook or @BrotmanPlanning on Twitter. Please be on the look out for his new book Dont Retire…Graduate! (September 15th) His completely free ebook is online lowtaxbook.com where he has strategies for saving on taxes You can find more of his information Bfgfa.com - his firms website Dontretiregraduate.com - website for his podcast and other media Make sure to listen his podcast which is the title of the book and where he answers listen Don't Retire…Graduate! And make sure to follow me @them2mpodcast Subscribe, leave ratings, reviews, tell your friends, DM me and #keepitonemillion --- Support this podcast: https://anchor.fm/paris-grant/support
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