Don't Retire...Graduate!

Eric Brotman
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Sep 24, 2020 • 6min

Dave Ramsey's Debt-Reduction Strategy

In today’s Office Hours, Eric answers Carl's question: Why does Dave Ramsey suggest paying off a low-interest mortgage instead of investing more than his 15% rule? 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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Sep 17, 2020 • 34min

Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track

Eric is joined by Jean Chatzky of NBC’s TODAY show to discuss their predictions for what the financial recovery post-COVID-19 will look like, plus everything you need to know about the upcoming HSA Day. Covered during the episode: COVID-19 financial “K” shaped recovery, Automatic contributions to retirement, Why HSAs are one of the most valuable retirement vehicles and COVID-19 financial impact to women vs men. For show notes and more: https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 10, 2020 • 8min

The Financial Planning Process

In today’s Office Hours, Eric answers Malia's question: How many steps are there in the financial planning process? 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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Sep 3, 2020 • 34min

What Do You Want to Do Next?: Continuing Your Career Past Retirement Age

Eric is joined by Jeff Tidwell and Carole McManus, co-authors of the book “Next for Me” to discuss—and abolish—the stigma that follows older individuals as they look for work. The lesson: you don’t have to grow up just because you get older. Bullet points of what is covered during the episode Continuing to work past the traditional retirement age  Age discrimination and the difficulties older people face when looking for work Careers are constantly evolving and don’t necessarily need to end Conquering the fear of making the next step in your career How to have an Act 2  Show notes & more: https://brotmanmedia.com/2-17/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 27, 2020 • 6min

Moving to Avoid State Taxes

In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes? 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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Aug 20, 2020 • 30min

Your Happiness Portfolio: Finding Balance in Your Retirement

Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness.  Bullet points of what is covered during the episode How retirement can adversely affect a marriage The importance of communication  What the happiest retirees have in common Finding happiness in retirement  https://brotmanmedia.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 13, 2020 • 7min

Finding Financial Resources Online

In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice?  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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Aug 6, 2020 • 33min

We Could Be Doing This Instead: Living a Life That Ignites You

Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up. Highlights: The power of networking in building a portfolio of opportunities Knowing not only what you want to be when you grow up, but who you want to be Using side hustles to create multiple streams of income, give you the power to negotiate, and keep you in the game What we could be doing instead The importance of financial literacy https://brotmanmedia.com/podcasts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 30, 2020 • 5min

Responsible Financial Decisions for Seniors in Retirement

In today’s Office Hours, Eric answers Richard’s question: What is the responsible financial approach for a senior to live? How do you balance your own bucket list and protecting the financial futures of your kids and grandkids? 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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Jul 23, 2020 • 31min

Military Money: How Military Families Can Become Financially Savvy

Eric is joined by retired Navy veteran Doug Nordman to discuss how military families can take advantage of the financial resources provided for them and how you can raise a money-savvy family. Show notes & more:  https://brotmanmedia.com/season-2-episode-14-military-money-how-military-families-can-become-financially-savvy Learn more about your ad choices. Visit megaphone.fm/adchoices

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