Don't Retire...Graduate!

Eric Brotman
undefined
Feb 11, 2021 • 7min

Opening Roth IRAs for Minors

In today’s Office Hours, Eric answers David's question: Can you open Roth IRAs for minors? 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
undefined
Feb 4, 2021 • 31min

Budgets Made Easy: Setting Smart Goals and Getting Yourself Out of Debt

Eric is joined by Ashley Patrick to talk about the coaching elements of finance and managing your debt.  What is covered during the episode: The student loan crisis, alternative opportunities, and the future of virtual education   Behavioral modifications you can make to help manage your money  Reducing debt by establishing financial goals and building a course of action  Setting specific goals with deadlines in order to reach them  Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Jan 28, 2021 • 6min

Risk Tolerance When Approaching Retirement

In today’s Office Hours, Eric answers Chris's question: If one intends to retire at age 65 and they're currently 52, should they leave their 401(k) in high risk? 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
undefined
Jan 21, 2021 • 32min

Budgeting Debunked: No-Stress Budgeting for Young Adults

Eric is joined by Jim Miller to discuss the importance of financial education and non-restrictive methods of saving money so that budgeting doesn’t have to suck. What is covered during the episode: Budgeting in a non-restrictive way.  Paying yourself first: Save, Invest, Spend  Useful software for tracking your spending  Using credit cards as a tool  Merging finances and having open conversations in relationships   www.iamjimmiller.com   Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Jan 14, 2021 • 7min

Finding a Financial Advisor in Your 20s

In today’s Office Hours, Eric answers Usman's question: How do I find a financial advisor for advice in my 20s? 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
undefined
Jan 7, 2021 • 28min

Financial Planning for All: Financial Tools and Resources You Don’t Need to Be Rich to Use

Eric is joined by his partner and Director of Financial Planning at BFG, Yanni Niebuhr, to discuss Financial Planning For All, BFG’s new program offering free to low-cost resources and affordable financial planning designed for all ages and life stages. What is covered during the episode: Financial planning is not just for the rich and is not taught in school. New programs about to launch for high school kids, millennials, and all generations. Tools you can use to achieve financial stability. Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Dec 30, 2020 • 6min

Home Equity Loans for College Tuition

In today’s Office Hours, Eric answers Keegan's question: Is it a good idea to borrow against the equity in my house to finance college for my kids? 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
undefined
Dec 23, 2020 • 33min

Retire Before Mom and Dad: Making Smart Decisions Early to Reach Financial Freedom

Rob Berger, host of the Financial Freedom Show, is on a mission to equip young adults with the tools for financial independence. He stresses the power of compounding as a key strategy for financial growth. The conversation navigates the psychological shift from earning income to living off investments. They also tackle the complexities of retirement strategies, like the bucket approach, and emphasize the importance of understanding fees in financial planning. Rob offers insightful guidance on making early, smart decisions for a secure financial future.
undefined
Dec 17, 2020 • 6min

Investment Strategies for Roth vs. Traditional IRAs

In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? 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
undefined
Dec 10, 2020 • 35min

Your Travel Bucket List: Planning Ahead for a Lifetime of Travel

Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your travel bucket list—using your passions and goals to map out your life of travel Balancing fulfilling your travel goals and fulfilling your financial goals How a travel portfolio can turn your dreams into plans Planning for multigenerational celebration travel For show notes & more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app