Don't Retire...Graduate!

Eric Brotman
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Jul 16, 2020 • 6min

Talking to Your Parents About Money

In today’s Office Hours, Eric answers Richard's question: How do you engage your parents in a conversation about their financial future? 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 9, 2020 • 31min

Rocking Your Retirement: Creating a Retirement That Isn’t All About Money

Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes & more: https://brotmanmedia.com/season-2-episode…-your-retirement/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 2, 2020 • 7min

Future Changes to Real Estate Investing

In today’s Office Hours, Eric answers Steven's question: In the wake of COVID-19, how do you anticipate lending to change for real estate investors? 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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Jun 25, 2020 • 32min

Females and Finance: Being an Ally for Women in a Male-Dominated Field

Eric is joined by Sheryl Brown, an international speaker on social and digital marketing strategies for financial services, to discuss females working in a male-dominated field and the importance of diversity. For show notes and more: https://brotmanmedia.com/season-2-episode-12/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 11, 2020 • 30min

The Psychology of Finance

Eric is joined by two fellow BFG financial advisors, Lena Nebel and Zack Scott, to discuss a major trend they’ve seen throughout their careers: people tend to do exactly the wrong thing at exactly the wrong time. Bullet points of what is covered during the episode How fear and greed affect investors’ decision making Why people make the worst decisions at the worst time How biases like loss aversion and anchoring can control our decisions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 4, 2020 • 8min

The Future of Higher Education in the Wake of COVID-19

In today’s Office Hours, Eric answers Jill's question: In the wake of COVID-19, what is the future of higher education and how will that affect families' retirement plans? 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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May 28, 2020 • 33min

Making it Work: Discovering New Opportunities to Build a Business at Any Age

In this episode, Eric is joined by Caitlin Pyle, founder of Work-At-Home School and Proofread Anywhere, to discuss how you can start your own business right from home, regardless of age. What is covered during the episode: The steps to starting a freelance business. How fixed incomes can be unfixed. Affiliate marketing and how it can make you money. Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 21, 2020 • 7min

The Danger of Panic-Selling Investments

In today’s Office Hours, Eric answers Sara's question: What does panic-selling really do to your long-term savings and ability to retire? 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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May 14, 2020 • 35min

Tax Engineering: Finding Ways to Defer Capital Gains Tax to Save Money

In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations.  What is covered during the episode How debt is worsening during the coronavirus outbreak. Getting out of debt and staying tax deferred.  How coronavirus will change the landscape of corporate real estate. How deferred sales trusts help high net worth individuals create and preserve more wealth. Guest Bio  Brett Swarts is an entrepreneur, cre investor, podcaster, deferred sales trust expert, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of Capital Gains Tax Solutions podcast, Founder of Capital Gains Tax Solutions, and Founder of Commercial Realty Apartment Advisors. brotmanmedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 7, 2020 • 6min

The Financial Pros and Cons of Returning to Work

In today’s Office Hours, Eric answers Madelyn's question: I'm thinking of returning to work, but I'm worried my husband and I will jump into the next tax bracket. What does this mean for us? 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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