Podcast appearances and mentions of Eric D Brotman

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Best podcasts about Eric D Brotman

Latest podcast episodes about Eric D Brotman

Registered Investment Advisor Podcast
Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning

Registered Investment Advisor Podcast

Play Episode Listen Later Jul 10, 2024 20:37


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

Wealth Architect Podcast
EP-136 - Don't Retire. Graduate. with Eric D. Brotman

Wealth Architect Podcast

Play Episode Listen Later Jun 5, 2024 30:42


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

EGGS - The podcast
Eggs 364: Advance Into Retirement with Eric D. Brotman

EGGS - The podcast

Play Episode Listen Later May 30, 2024 61:46


Eric D. Brotman, a seasoned Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), and Certified Private Wealth Advisor (CPWA®), serves as the Chief Executive Officer of BFG Financial Advisors. Founded in Baltimore in 2003, BFG is an independent investment firm dedicated to guiding clients through wealth creation, preservation, and distribution. With over 25 years of experience in financial planning, Eric brings a wealth of expertise to the table.In addition to his role at BFG, Eric hosts the enlightening "Don't Retire... Graduate!" podcast. This podcast is not just about retiring but about evolving into a fulfilling retirement. Each episode offers listeners actionable insights and inspiration to navigate their retirement journey with confidence. His latest book, "Don't Retire, Graduate," is now available for purchase, offering invaluable wisdom on transitioning gracefully into retirement.Today, Eric joins us to discuss a range of topics including personal finance, breaking the stigma around money, planning for a fulfilling retirement, and more. Guest:Eric D. Brotman ----Credits:Hosted by Michael Smith and Ryan RoghaarProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM The Carton:https://medium.com/the-carton-by-eggsFeature with Zack Chmeis of Straight Method up now! https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28 The Eggs Podcast Spotify playlist:bit.ly/eggstunes The Plugs:The Showeggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOn Stitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music! Mike "DJ Ontic" shows and infodjontic.com@djontic on twitter Ryan Roghaarhttp://rogha.ar

ROUTE 664: The Road to Human Kindness
Eric Brotman of BFG Financial Advisors on Route 664

ROUTE 664: The Road to Human Kindness

Play Episode Listen Later Jan 4, 2024 27:59


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

Anxious Filmmaker with Chris Brodhead
#11 Preserving Family Relationships Through Financial Planning w/ Eric Brotman, CEO, BFG Financial

Anxious Filmmaker with Chris Brodhead

Play Episode Listen Later Nov 6, 2023 38:05


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.

Money You Should Ask
Cleanse Your Money Clutter. Cooper Gillespie

Money You Should Ask

Play Episode Listen Later Mar 7, 2023 34:37


Episode 243. Maybe It's time for a Cleanse! No – not like the kind that involves juice fasting and greens. A ‘Money Clutter Cleanse' if you will. Yes, I made that up. So why is this so important when looking to improve your overall money mindset?   In this episode, Founder of the Becoming Infinite Method and manifesting mentor, Cooper Gillespie explains how small changes to our day to day thought patterns and habits can create transformative results in a big way. Cooper shares her simple 7 steps to Alchemize your money clutter to transform your financial stress to success.   So grab a cup of coffee (or tea!) and let's dive into ways of freeing ourselves from all that pesky financial clutter!   And to help you revive your money mindset, Cooper has generously given all our listeners free access to her Alchemize Your Money Blocks mini-course. Take inspired action and start “cleansing” your money clutter today.   Other episodes you'll enjoy: Taliking With Your Money. Dr Joe Burns (https://go2.money/talk) Fight, Flight or Freeze. Dr. Amy Novotny (https://go2.money/freeze) Don't Retitre... Graduate! Eric D. Brotman (https://go2.money/graduate)   Connect with MYSA: https://go2.money/Follow-Us   Loved this episode? Leave us a review and rating here: https://lovethepodcast.com/MYSA

the only one in the room podcast
SUNDAY EDITION: Eric Brotman Is The Only Man In The Room

the only one in the room podcast

Play Episode Listen Later Nov 6, 2022 43:40


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

Human Capital Innovations (HCI) Podcast
S35E28 - Employee Financial Wellness and the Long-term Success for the Business, with Eric D. Brotman

Human Capital Innovations (HCI) Podcast

Play Episode Listen Later May 12, 2022 37:26


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

The Marcus Garrett Show
How to Survive a Market Crash: The 4 Percent Rule Works Great Until It Doesn't ft. Eric D. Brotman, CFP, AEP, MSFS

The Marcus Garrett Show

Play Episode Listen Later Jan 17, 2022 46:14


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.

Aging GreatFULLy with Holley Kelley
Dollars and Sense with Eric D. Brotman, CFP®, AEP®, CPWA®

Aging GreatFULLy with Holley Kelley

Play Episode Listen Later Nov 12, 2021 62:46


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!

Happy Healthy Human Podcast
53) "Amplify Your Wealth To Make The World A Better Place" w Eric Brotman, CFP

Happy Healthy Human Podcast

Play Episode Listen Later Nov 10, 2021 46:54


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/

Happy Healthy Human Podcast
53) "Amplify Your Wealth To Make The World A Better Place" w Eric Brotman, CFP

Happy Healthy Human Podcast

Play Episode Listen Later Nov 10, 2021 46:54


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/

Fit Freedom
38. Talking about Money!

Fit Freedom

Play Episode Listen Later Aug 24, 2021 21:37


If you feel uncomfortable with money how can you talk to your kids, parents or partner about money? In this episode our guest, Eric Brotman, and I chat about how to get comfortable with money AND how to talk about money to your loved ones. Eric D. Brotman, CFP™ is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don't Retire… Graduate!, and the host of the Don't Retire… Graduate! podcast. Eric's approachable and actionable financial advice has been featured in the Wall Street Journal, Forbes.com, Yahoo! Finance, WBAL, The Baltimore Sun, and others. You can follow Eric on social here: https://www.linkedin.com/in/ebrotman/ https://www.facebook.com/BFGFinancialAdvisors https://www.facebook.com/DontRetireGraduate broatmanmedia.com Here are links to some of the resources Eric mentioned in the podcast: www.whatisfp.com www.lowtaxbook.com https://www.amazon.com/Dont-Retire-Graduate-Financial-Retirement/dp/1734970103/ref=sr_1_2?dchild=1&keywords=dont+retire+graduate&qid=1615314527&sr=8-2 https://www.amazon.com/Dont-Retire-Graduate-Workbook-Retirement/dp/1734970146/ref=sr_1_3?dchild=1&keywords=dont+retire+graduate&qid=1615300656&sr=8-3 If you want to start your health to wealth journey follow Lisa Instagram Facebook Website

Multifamily Live
Don't Retire...Graduate (with Eric Brotman)

Multifamily Live

Play Episode Listen Later Jun 9, 2021 15:02


Hey! Jason Yarusi here.We just released a great, new episode with Eric Brotman on the Multifamily Live Podcast that I'm really excited about…Eric D. Brotman, CFP®, AEP®, CPWA® is the Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution since 2003. Eric is also the author of Don't Retire…Graduate!: Building a Path to Financial Freedom and Retirement at Any Age.Eric treats saving towards retirement not as something we have to do to retreat from daily life by the time we hit 65, but as something we should choose to do to better our well-being. His work has been featured in the Wall Street Journal, Yahoo! Finance, Forbes.com, The Baltimore Sun, Baltimore Business Journal, Investment News, Journal of Financial Planning, and many more. He believes financial wellbeing is a large component of our health as a whole and should be tended to in the same way as exercise, clean eating, and mental health.Listen in now!Connect With Eric BrotmanWant to check out what Eric is up to? Follow him below!brotmanmedia.comfinancialplanningforall.comwhatisFP.comBFGuniversity.comWant to Learn More About Multifamily Real Estate Investing?We're holding a live, 3-day “virtual” event call Multifamily Live on June 10-12 2021… and for the first time ever, we're going to open the doors and walk you guys through literally every step of what we're doing on our multifamily deals.We've done events before but nothing this massive or this valuable... and since this is a virtual event, you don't have to travel or even leave your couch! But spots are limited… sign up below!- CLICK HERE: MultifamilyLiveEvent.comSee you there TOMORROW! See acast.com/privacy for privacy and opt-out information.

The Podcast On Podcasting
Ep19: Tips And Tricks To Grow Your Podcast - Eric Brotman

The Podcast On Podcasting

Play Episode Listen Later May 5, 2021 30:26


Today, we have Eric Brotman, the host of Don't Retire… Graduate! Podcast. Get insights on how he went up the ladder in podcasting from being a complete novice. He shares with us the right tools and techniques on how to grow your show and how you would stand out from other podcasters. WHAT YOU'LL LEARN FROM THIS EPISODE How does Eric's podcast support his business? How to overcome the challenges faced in podcasting? Ways to reach out to good guests and let them shine on your show Hacks, tools, and techniques that make your job easier when podcasting The 3 kinds of podcasters Advice for new and old podcasters that are not getting any results RESOURCES/LINKS MENTIONED Interview Connections ipDTL Produce Your Podcast ABOUT ERIC BROTMAN Eric D. Brotman, CFP™ is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don't Retire… Graduate!, and the host of the Don't Retire… Graduate! podcast. Eric's approachable and actionable financial advice has been featured in the Wall Street Journal, WBAL, Forbes.com, Yahoo! Finance, The Baltimore Sun, and others. CONNECT WITH ERIC BFG Financial Advisors Brotman Media Group Financial Planning For All Podcast: Don't Retire...Graduate! CONNECT WITH US Thinking about creating and growing your own podcast but not sure where to start? Visit GrowYourShow.com and Schedule a call with Adam A. Adams!          

Grow Your Business and Grow Your Wealth
EP 033 Eric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial Advisors

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Mar 3, 2021 33:30


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.  Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Brotman about helping people understand their finances. Here are some of the beneficial topics covered on this week’s show: ●    How taking care of finances is not something people learn in school. ●    Why it’s impossible to reach financial freedom without financial literacy. ●    How people should look at retirement as graduating to the next phase of their life. ●    How people shouldn’t be defined by the roles they play in their careers. ●    Why retirement doesn’t have to happen at a certain age.   Connect with Eric: Website: brotmanmedia.com Website: financialplanningforall.com Twitter: @brotmanplanning Facebook: facebook.com/DontRetireGraduate Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Money You Should Ask
Don't Retire... Graduate! Eric D. Brotman

Money You Should Ask

Play Episode Listen Later Feb 8, 2021 44:54


Our next guest, Eric D. Brotman, CFP™, is the CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor. He believes financial literacy is the key to well-being and is the author of multiple books on personal finance, including his latest book, Don’t Retire…Graduate!, and the host of the Don’t Retire…Graduate! podcast. Eric’s approachable and actionable financial advice has been featured in the Wall Street Journal, Forbes.com, Yahoo! Finance, The Baltimore Sun, and others. Bob and Eric talk about - Business relationships versus business transactions. The power of making intentional financial & life choices. The importance of legacy and your impact on the world. The difference between work/life balance and work/life integration. And not waiting until retirement to start living your life! Listen to more of Eric’s advice on his podcast or grab a copy of his book, Don’t Retire...Graduate! @DontRetireGraduate, @brotmanplanning

The Abundant Beans Podcast
Retirement is NOT What You Think | Eric Brotman

The Abundant Beans Podcast

Play Episode Listen Later Feb 2, 2021 66:00


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!

Aging GreatFULLy with Holley Kelley
Don't Retire, Graduate!

Aging GreatFULLy with Holley Kelley

Play Episode Listen Later Dec 26, 2020 60:17


What better time to talk about finances than right after the Christmas presents are opened and spending has been done? Join us for this power-hour of enlightYOUment where we invite you to do something rather unconventional … that is, Don’t Retire, Graduate! That’s right, and that’s the book and podcast by this week’s guest as well! Welcoming special guest, Eric D. Brotman, CFP and CEO of BFG Financial Advisors with over 25 years of experience as a trusted advisor, we’ll answer the questions you have about future unknowns, planning and what if’s of all kinds. Including the legacies that money can’t buy and places you’re at risk that you’ll least expect you are.Brotman shares how we can prepare for the costs of aging, what the three secrets of the happiest retirees are and how to create good financial habits and so much more! Believing that the concept of retirement is outdated, Brotman is on a mission to redefine retirement offering creative strategies to help people “graduate” to the next phase of life! He has been featured on Baltimore WBAL’s 11 News Sunday Morning, The Wall Street Journal, Forbes.com, Yahoo! Finance, The Baltimore Sun, Baltimore Business Jornal, Investment Advisor, Fidelity Investor’s Weekly and numerous publications. His podcast, Don’t Retire…Graduate!, is dedicated to inspiring individuals to advance into retirement seamlessly. Don’t miss this educational and fun-filled episode where we remind that no amount is too small to save and it’s never too late to begin saving for financial comfort and independence. A great show as we close out 2020 and begin our goals for the 2021 year. Brotman is the author of several books, an avid traveler, and he himself plans to “graduate” to living on the beach but hopes to never retire in the traditional sense. You can learn more about him at www.bfgfa.com or his book and podcast at Don’t Retire, Graduate! At www.brotmanmedia.com. Thank you amazing listeners around the world for tuning into the Aging GreatFULLy show! You rock and you role model! We appreciate you listening to and sharing the show with your friends and family! If you enjoy this episode please share it or leave us a positive show review! You can listen on all your favorite players or subscribe, download, share or connect with us at our official host page at www.CTRNetwork.com/holleykelley.

EGGS - The podcast
Eggs 186: Eric D. Brotman - Founder and CEO at BFG Financial Advisors

EGGS - The podcast

Play Episode Listen Later Dec 10, 2020


Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent investment 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 for families, professionals, executives, and business owners.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. Every episode provides listeners with inspiration and actionable advice to guide each of them towards a seamless transition into a dignified retirement. His new book ‘Don’t Retire, Graduate’ is available now at Amazon.com or anywhere great books are sold.Eric joins us for a conversation about personal finance, destigmatizing money, planning for a happy and healthy future, and so much more. Please join me in welcoming to the show, Eric D. Brotman. ----Eric D. BrotmanFounder and CEO at BFG Financial Advisorshttps://bfgfa.com/https://brotmanmedia.com/Get Eric's new book, Don't Retire, Graduate here: https://amzn.to/375kXn3(affiliate link)----Credits:Hosted by: Michael Smith and Ryan RoghaarProduced by: Michael SmithTheme music: "Perfect Day" by OPMThe Carton:https://medium.com/the-carton-by-eggsFeature with Zack Chmeis of Straight Method up now! https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28The Eggs Podcast Spotify playlist:bit.ly/eggstunesThe Plugs:The Showeggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOn Stitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music!Mike "DJ Ontic" shows and infodjontic.com@djontic on twitterRyan Roghaarhttp://ryanroghaar.com 

The Business Credit and Financing Show
How to Graduate into Retirement

The Business Credit and Financing Show

Play Episode Listen Later Aug 25, 2020 34:06


Most people don't have enough money to retire when they want to.  In this show Eric D. Brotman reveals how to disregard retirement and focus on graduating instead.  Eric shares his insider knowledge on how to achieve true financial freedom, no matter the stage of life you're in now.   About Our Guest: Eric D. Brotman is Chief Executive Officer of BFG Financial Advisors, and 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 for families, professionals, executives, and business owners. Eric is host of the Don't Retire… Graduate! Podcast, which is dedicated to teaching listeners how to advance into retirement rather than retreating into it. Every episode provides listeners with inspiration and actionable advice to guide each of them towards a seamless transition into a dignified retirement. His new book ‘Don't Retire, Graduate' is due to be published in April 2020 and discusses similar themes to the podcast. Eric appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore and has written articles for numerous print and online media outlets. As a sought-after speaker, Eric frequently gives seminars and workshops for companies, membership organizations, and fellow financial advisors.   During the show, we discuss: ● About Don't Retire… Graduate! ● Why people need to retire ● Things that successful retirees have in common ● Ideal age for retirement ● Preparing for retirement ● Steps to take for financial independence ● When to start saving for retirement ● How to get out of debt ● How people can afford to retire ● Working in retirement ● What you can expect after retirement ● Things or activities to do after retirement ● Preventing yourself from outliving your money   Show resources: https://www.bfgfa.com/ https://brotmanmedia.com/

Millenial To Millionaire Podcast
Listener Q&A w/ Eric D. Brotman

Millenial To Millionaire Podcast

Play Episode Listen Later May 15, 2020 41:44


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

Millenial To Millionaire Podcast
Special Guest Episode: Good News and Bad News w/ Eric D. Brotman

Millenial To Millionaire Podcast

Play Episode Listen Later Mar 30, 2020 37:47


Hello and welcome to a Special Guest episode of the Millennial to Millionaire Podcast! Today I have Eric D. Brotman joining us. He is the CEO of BFG Financial Advisors and has a career longer than the years I've been alive. Committed to helping people and definitely the funniest guest I've had on the show, he provides some wonderful insights and predictions about the economy and what we, as Millennials, can do about it. The links to more of his content: BFGFA.COM - the website for his financial advisory firm Lowtaxbook.com - his white paper on how to save on taxes The link to his podcast “Don't Retire, Graduate” https://brotmanmedia.com THANK YOU SO MUCH FOR LISTENING Make sure to subscribe, leave ratings, reviews and #KEEPITONEMILLION --- Support this podcast: https://anchor.fm/paris-grant/support

The F Word
Season 2 | EPISODE 1: Eric Brotman - BFG Financial Advisors

The F Word

Play Episode Listen Later Dec 30, 2019 43:59


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

Rock The Podcast
How Eric Brotman got a 400% Return on Investment with his Podcasting Strategy

Rock The Podcast

Play Episode Listen Later May 13, 2019 22:30


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

Kennedy Financial
Financial Planning For Rough Seas?

Kennedy Financial

Play Episode Listen Later Aug 30, 2018 20:44


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.

Author Talk
George Andrew, Michael Randazzo, Eric D. Brotman, CFP

Author Talk

Play Episode Listen Later Dec 21, 2014 52:13


Author Talk
George Andrew, Michael Randazzo, Eric D. Brotman, CFP

Author Talk

Play Episode Listen Later Dec 21, 2014 52:13