Retirement Tax Services Podcast Tax Tail and the Dog it Wags with Eric Brotman
Feb 2, 2026
Eric Brotman, founder and former CEO of BFG Financial Advisors who now consults on planning, M&A, and advisor growth. He and Steven explore how where you live affects tax bills and business exit timing. They share real relocation stories, weigh total tax burden versus quality of life, and discuss trust situs, temporary moves, and balancing tax saves with family and healthcare considerations.
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Taxes Matter — But Not Alone
- State tax differences can be huge for retirees and business owners and deserve careful calculation.
- But taxes are only one factor among health care, family, and quality of life when deciding where to live.
Florida Move Paid For By Tax Savings
- A retired couple sold their Maryland home and bought a condo in Boca Raton with cash and saved so much in income taxes that it covered both condo fees.
- The move essentially cost them nothing because tax savings offset living expenses.
No Income Tax Doesn’t Mean No Taxes
- States without income tax still raise revenue via consumption and visitor taxes, shifting burden to tourists.
- Understanding who pays (residents vs visitors) changes the effective tax cost of living somewhere.