Don't Retire...Graduate!

Eric Brotman
undefined
Dec 3, 2020 • 7min

Saving Too Much for Retirement

In today’s Office Hours, Eric answers Jason's question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? 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
Nov 26, 2020 • 31min

Changing Your Story: Separating Your Identity from Your Job in Order to Be More You

Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life. Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Nov 19, 2020 • 8min

What is Single-Premium Life Insurance?

In today’s Office Hours, Eric answers Amy's question: What is the best way to figure out if a single-premium life insurance policy is a good idea? 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
Nov 12, 2020 • 35min

Becoming You: How to Stop Existing and Start Living

Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and professionally—defining your identity outside of your job. Turning a vision into a redefinition of your life. Navigating life and change after devastating loss. Reorganizing your life through debt and unemployment. How Infrared Vision addresses the needs of the aging community. For show notes & more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Nov 5, 2020 • 8min

How to Build Your Wealth

In today’s Office Hours, Eric answers Steven's question: What are the steps to wealth-building and how do I get started and determine what's best for me? 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
Oct 29, 2020 • 33min

Combating Dementia: The Financial and Emotional Effects of Alzheimer’s

Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them. Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Oct 22, 2020 • 7min

Understanding Your Employee Benefits

In today’s Office Hours, Eric answers Susan's question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? 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
Oct 15, 2020 • 37min

Making Money Mainstream: How Financial Therapy Can Take the Taboo Out of Finance

Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. What is financial therapy? How money scripts and financial flashpoints shape our behavior How to make talking about money less taboo Opening lines of communication within a family Moneyhealthsolutions.com/graduate Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Oct 8, 2020 • 6min

How You Can Use a Reverse Mortgage

In today’s Office Hours, Eric answers Amy's question: Can you use the proceeds from a reverse mortgage for anything you want or need? 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
Oct 1, 2020 • 32min

Health is Wealth: The Importance of Financial Fitness When Building a Business

Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial literacy The importance of a business plan Pivoting business plans during a pandemic Understanding the value of your time The Money Meeting Agenda available at cashcoach.biz 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