Eric Brotman
Don't Retire...Graduate PodcastClaimedEpisodes
Episodes of Don't Retire...Graduate Podcast
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In today’s Office Hours, Eric answers Jesse's question: "What advice do you have for someone interested in a career in finance or as an advisor?” The career path for a financial advisor is not well-defined, but there are several ways to get int
Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. This episode, originally released in season 3, features Heidi Herman, author of On with the B
In today’s Office Hours, Eric answers Ryan's question: “When and how do you come with a hard figure goal for your retirement savings?” Setting a savings goal for retirement is trying to hit a moving target, so you should be revisiting this ques
Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. Today, we’re welcoming back Kristy Schiano, Yogi and owner of the Mindful Movement Center, to
In today’s Office Hours, Eric answers Brianna's question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and
In today’s Office Hours, Eric answers Brianna's question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and
Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. Today, we’re welcoming back our very own Yanni Niebuhr, CFP®, Chief Investment Officer here a
In today’s Office Hours, Eric answers April's question: “Why do some advisors say that taking 5% or more of your retirement nestegg out every year is dangerous?” Determining a reasonable withdrawal rate depends on factors including your asset l
Welcome back to Don’t Retire... Graduate! As part of our summer throwback series, we’re bringing back our very own Lena Nebel, CFP®, Chief Operating Officer here at BFG Financial Advisors. This episode, originally released in Season 3, dives in
In today’s Office Hours, Eric answers Shelby's question: “what do you think every student should know before taking out student loans?” Student loans can be confusing and there is a lot to know. We're talking about a few different factors inclu
Summer is in session but we’re not taking off! Throughout the season, we’ll be bringing back listeners’ favorite episodes from past seasons and answering brand new Office Hours questions! Today’s episode from season 2 (originally released at th
In today’s Office Hours, Eric answers Jenna's question: “how much should I have in an emergency fund?” This can vary based on a lot of factors, and emergency funds don't need to just be in the form of savings accounts. Eric explores the differe
Welcome to the season four finale of Don’t Retire... Graduate! We’ve had amazing guests this season and couldn’t be more excited to finish with today’s guest. Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizat
In today’s Office Hours, Eric answers Jason's question: “what are a few basic aspects of a financial plan that I can create myself?” The truth is, you can do it all yourself or with the help of a few vendors. A financial planner is not necessar
Welcome back to Don’t Retire... Graduate! Today we’re going back to school with Rob Phelan, a high school math and personal finance teacher and author of the children’s book M is for Money. Rob is here, live from his classroom, to talk about mo
In today’s Office Hours, Eric answers Matthew's question: “is it better to pay over the asking price for a house or just rent?" There is so much going on in the market right now that is making purchasing a home -- especially your first home --
Welcome back to Don’t Retire... Graduate! Our guest today did what nobody thought was possible: left Eric speechless. Sharita Humphrey has a remarkable story of grit and resilience. From a homeless mother of two living out of a motel, Sharita p
In today’s Office Hours, Eric answers Mark's question: "if you won the lottery and had the option of $30 million upfront or a million dollars a year for 30 years, which is actually the better option?" Unfortunately this is not a circumstance ma
Welcome back to Don’t Retire... Graduate! We have a very fun episode today and couldn’t be more excited to have Emily Guy Birken here. She is a lifelong money nerd, award-winning writer, and the co-author of STACKED: Your Super Serious Guide to
In today’s Office Hours, Eric answers Felix's question: what is the most valuable employee benefit I should take advantage of? This is a great question and the answer varies by person, but there are a few employee benefit options that most peop
Welcome back to Don’t Retire... Graduate! We have two guests today, Steven and Lauren Keys, who did something pretty incredible: retired before they turned 30. They came on the podcast to talk about how they reached financial independence at a
In today’s Office Hours, Eric answers Gary's question: Are all financial advisors and planners fiduciaries? This is a great question and the simple answer is no. Listen to hear Eric explain what a fiduciary is, why it's important to know if you
Welcome back to Don’t Retire... Graduate! Today’s guest is the most educated individual we know in this industry. Dr. Mary Bell Carlson is a financial behavioral expert who has worked with the government, military, and financial educational org
In today’s Office Hours, Eric answers Alex's question: As a financial advisor, what is the most common mistake you see people making with their personal finances? This was a hard question to answer because there are a LOT of mistakes people mak
Welcome back to Don’t Retire... Graduate! Today’s guest came ready for a debate and didn’t disappoint. Andrew Hallam, best-selling author and educator, is here to talk about his latest book, Balance, and investment techniques and ideologies tha
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