Don't Retire...Graduate!

Eric Brotman
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Apr 22, 2021 • 7min

Teaching Your Kids About Personal Finance

In today’s Office Hours, Eric answers Steffany's question: How do I teach my kids about personal finance?   Find the Introduction to Personal Finance online course at www.bfguniversity.com.    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 15, 2021 • 32min

Shock Your Potential: Unlocking Your Capabilities in Life and Business

Eric is joined by Michael Sherlock to discuss the methods behind a growing business and how to manifest an audience to compliment your ideal business growth. What is covered during the episode: How the S.H.O.C.K. method can help you reach the next level in your life, career, and retirement. Imposter syndrome: getting past the feeling of self-doubt and accepting your worth. Accountability partners and how to talk about your successes and mistakes. https://shockyourpotential.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 8, 2021 • 8min

The Retirement Readiness Checklist

In today’s Office Hours, Eric answers Jeff's question: What are the things we need to do when we're contemplating retirement that may be time-sensitive or urgent? Is there a checklist?   Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 1, 2021 • 35min

Marrying Your Finances: What to do Before You Walk Down the Aisle

Eric is joined by his business partner, Lena Nebel, for a deep dive into the financial aspects of a marriage—from engagement rings to sharing finances and joint accounts. Bullet points of what is covered during the episode Talking about finances with your partner Best practices for purchasing an engagement ring Prenuptial/Postnuptial agreements Financial roles in a marriage Link to the webinar mentioned in the episode: https://brotmanmedia.com/then-comes-marriage-how-to-merge-your-financial-lives/ Link to Eric Brotman's latest book: https://amzn.to/2O4uNPe Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 25, 2021 • 7min

Electing Social Security Benefits Strategically

In today’s Office Hours, Eric answers Anne Marie's question: How do I know when my husband and I should elect to start our social security benefits?    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 18, 2021 • 36min

Breaking Down Barriers: Understanding and Battling Diversity Issues in Finance

Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled. Bullet points of what is covered during the episode: Resiliency and grit for success in the business Diversity within the financial industry Finding passion in financial literacy Discussing finance at an impressionable age Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 11, 2021 • 6min

TurboTax or a CPA: Which is Better for Me?

In today’s Office Hours, Eric answers Harvey's question: Who needs a CPA vs. just using TurboTax for filing your taxes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 4, 2021 • 31min

What Comes Next: Understanding the Legal Process After a Loved One Dies

Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes. Bullet points of what is covered during the episode: The stresses of estate administration while grieving a loss, and the ways you can ease the burden Necessity of human factor throughout the estate process The importance of having someone specialized in estate planning rather than a regular lawyer Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 25, 2021 • 9min

Transitioning into a Post-Career Lifestyle

In today’s Office Hours, Eric is joined by Susan Latremoille to answer Steve's question: When I'm transitioning from my career and trying to figure out what's next, how do I determine what a post-career lifestyle should be and how do I make that happen? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 18, 2021 • 31min

Just Say Yes: Getting Out of a Routine and Embracing New Experiences

Eric is joined by Heidi Herman to talk about how removing the pressure of work and routine can help you spread more living onto your everyday life. Bullet points of what is covered during the episode A 94-year-old woman's journey through a life of adventures. Just say yes: getting out of the rut of your own routine in order to have new experiences. The power of spontaneity. Learn more about your ad choices. Visit megaphone.fm/adchoices

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