Graduating Into Retirement with Eric Brotman | Know your why #293
EPISODE SUMMARY:
Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of "Don't Retire Graduate." Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth but also the well-being of loved ones. We unravel the significance of cybersecurity, insurance, and legal documents in creating an impervious financial moat for your assets.
ERIC'S BIO:
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Achievements: Built a financial planning and wealth management firm from start-up in 2003 to a firm with 20 employees and $650,000,000 under management.
GET IN TOUCH WITH ERIC :
www.bfgfa.com
www.brotmanmedia.com
https://www.facebook.com/BFGFinancialAdvisors
https://www.linkedin.com/in/ebrotman/
EPISODE CHAPTERS:
(0:00:00) - Financial Planning and Estate Protection Eric Brotman discusses financial planning and literacy, emphasizing the need for risk management and protection of assets in today's world.
(0:09:43) - Wealth Building Strategies and Tax Planning Nature's wealth goes beyond finances, including experience, knowledge, and legacy. Life insurance, tax-advantaged savings, and diversification are important for future challenges.
(0:21:36) - Legacy and Retirement Redefined Collaboration between financial planning and legal counsel, redefining retirement, and the broader implications of legacy.
(0:27:43) - Planning for Retirement and Financial Freedom Retirement planning involves more than finances, including healthy habits, resilience, and the impact of life events.
(0:34:00) - Financial Advisor's Motivation and Generational Impact Our financial expertise guides individuals and families towards positive changes through scholarships, literacy programs, and personal efforts.
(0:38:03) - College Experience and Financial Planning English and science majors have different college experiences, and it's important to start new ventures immediately and seek financial advice.
(0:44:06) - Uncovering Your Why for Success Taking action and uncovering one's 'why' leads to success in authorship and fitness, with gratitude for Eric's contributions.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of "Don't Retire Graduate." Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth but also the well-being of loved ones. We unravel the significance of cybersecurity, insurance, and legal documents in creating an impervious financial moat for your assets.
ERIC'S BIO:
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Achievements: Built a financial planning and wealth management firm from start-up in 2003 to a firm with 20 employees and $650,000,000 under management.
GET IN TOUCH WITH ERIC :
www.bfgfa.com
www.brotmanmedia.com
https://www.facebook.com/BFGFinancialAdvisors
https://www.linkedin.com/in/ebrotman/
EPISODE CHAPTERS:
(0:00:00) - Financial Planning and Estate Protection Eric Brotman discusses financial planning and literacy, emphasizing the need for risk management and protection of assets in today's world.
(0:09:43) - Wealth Building Strategies and Tax Planning Nature's wealth goes beyond finances, including experience, knowledge, and legacy. Life insurance, tax-advantaged savings, and diversification are important for future challenges.
(0:21:36) - Legacy and Retirement Redefined Collaboration between financial planning and legal counsel, redefining retirement, and the broader implications of legacy.
(0:27:43) - Planning for Retirement and Financial Freedom Retirement planning involves more than finances, including healthy habits, resilience, and the impact of life events.
(0:34:00) - Financial Advisor's Motivation and Generational Impact Our financial expertise guides individuals and families towards positive changes through scholarships, literacy programs, and personal efforts.
(0:38:03) - College Experience and Financial Planning English and science majors have different college experiences, and it's important to start new ventures immediately and seek financial advice.
(0:44:06) - Uncovering Your Why for Success Taking action and uncovering one's 'why' leads to success in authorship and fitness, with gratitude for Eric's contributions.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Activity