Don't Retire...Graduate!

Eric Brotman
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Apr 30, 2020 • 31min

Retirement in the Wake of COVID-19: Finding Opportunities in the Changing Global Landscape

In this episode, Eric is joined by fellow BFG advisor and registered millennial Zack Scott to discuss the changes we’re seeing now and what others we should expect in the wake of the coronavirus.  Bullet points of what is covered during the episode Financial opportunities for millennials while stock values are low and retirement is decades away. Avenues for tax-free wealth growth. The psychology of long-term investing. The shift to teleworking and remote employment.  Show Notes Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 23, 2020 • 6min

So What's the Good News?

In today’s Office Hours, Eric answers the question that everyone has been thinking: So what's the good news? 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 16, 2020 • 30min

Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There

In this episode, Eric talks to Dana Hagstrom about how she and her husband help their students build their bridge to retirement—from figuring out what they want to do when they grow up to making a plan to do it.  What is covered during the episode: Determining your retirement goals and setting the path to reach them. Monetizing what you’re good at in retirement. Asking yourself what you want to be when you grow up. You know what you’re retiring from, but you need to figure out what you’re retiring to. Guest Bio David and Dana Hagstrom retired from their respective positions as a pastor and paralegal. They moved abroad in 2016 and are now servants of a different kind. As online business strategy coaches, David and Dana work with others in the industry providing effective breakthrough strategies to boost their home business success. Their clients soon uncover their own goldmine of passions and experience and how best to monetize and market. They are also helping folks imagine the future they want to retire to someday. In this process, they challenge you to start thinking about how soon your “someday” might be. You can find them inside their online coaching community offering a clarity building retirement program, “Your Bridge to Retirement,” a premium 12-week strategy coaching experience, “Your Pathway to Profit.”  Show Notes Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 10, 2020 • 7min

Unemployment Due to COVID-19

In today’s Office Hours, Eric answers Jennifer's question: I was laid off. Will I still be able 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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Apr 2, 2020 • 29min

Finding Your Why: The Financial Resources that Fit Your Lifestyle

In this special, two-guest episode, Eric talks to Brent Weiss and Holly Grosvenor about the different levels of financial advising available to clients and which one is right for which person. Bullet points of what is covered during the episode: Financial coaching versus financial advising What are the levels of financial assistance available and which is right for each type of client Understanding what you’re trying to achieve financially and why Show Notes Here Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 26, 2020 • 6min

Roth Contributions When in a High Tax Bracket

In today's Office Hours, Eric answers Timothy's question: Should I contribute to a Roth IRA if I'm in my mid-thirties and in a high tax bracket? 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 19, 2020 • 29min

Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes

Have an aging parent that needs additional care? Eric Brotman discusses Carenextion and other services available to seniors and their caregivers with Deb Taylor, CEO of Senior Community Services. During the episode: The financial and emotional importance of aging in place and staying in your own home. How Carenextion.org can reduce stress for caregivers. The types of services that Senior Community Services offers. Show Notes Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 12, 2020 • 6min

Retirement Income Calculator

In today's Office Hours, Eric answers Tina's question: how much money should I have in retirement savings now in order to have enough income later? 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 5, 2020 • 33min

Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of BoomerBenefits. During the episode: Understanding what Medicare is and how to navigate it. Medicare is not free and should be part of your retirement planning. How to prepare for your medical costs in retirement. The differences between Medicare and Medicaid. Looking towards the future of Medicare and Social Security. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 27, 2020 • 5min

Student Loans vs. Retirement Planning

In the first ever episode of Office Hours, Eric answers a listener's question about whether you should be prioritizing paying back student loans or saving for retirement.  Have a question you want answered? Tweet it to us at @BrotmanPlanning or connect with us on Facebook. Learn more about your ad choices. Visit megaphone.fm/adchoices

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