In today’s Office Hours, Eric answers Harvey's question: Who needs a CPA vs. just using TurboTax for filing your taxes? 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
Mar 11, 2021•6 min•Season 3Ep. 4
Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes. Bullet points of what is covered during the episode: The stresses of estate administration while grieving a loss, and the ways you can ease the burden Necessity of human factor throughout the estate process The importance of having someone specialized in estate planning rather than a regular ...
Mar 04, 2021•31 min•Season 3Ep. 4
In today’s Office Hours, Eric is joined by Susan Latremoille to answer Steve's question: When I'm transitioning from my career and trying to figure out what's next, how do I determine what a post-career lifestyle should be and how do I make that happen? 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...
Feb 25, 2021•9 min•Season 3Ep. 3
Eric is joined by Heidi Herman to talk about how removing the pressure of work and routine can help you spread more living onto your everyday life. Bullet points of what is covered during the episode A 94-year-old woman's journey through a life of adventures. Just say yes: getting out of the rut of your own routine in order to have new experiences. The power of spontaneity. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Feb 18, 2021•31 min•Season 3Ep. 3
In today’s Office Hours, Eric answers David's question: Can you open Roth IRAs for minors? 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
Feb 11, 2021•7 min•Season 3Ep. 2
Eric is joined by Ashley Patrick to talk about the coaching elements of finance and managing your debt. What is covered during the episode: The student loan crisis, alternative opportunities, and the future of virtual education Behavioral modifications you can make to help manage your money Reducing debt by establishing financial goals and building a course of action Setting specific goals with deadlines in order to reach them Learn more about your ad choices. Visit megaphone.fm/adchoices...
Feb 04, 2021•31 min•Season 3Ep. 2
In today’s Office Hours, Eric answers Chris's question: If one intends to retire at age 65 and they're currently 52, should they leave their 401(k) in high risk? 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
Jan 28, 2021•6 min
Eric is joined by Jim Miller to discuss the importance of financial education and non-restrictive methods of saving money so that budgeting doesn’t have to suck. What is covered during the episode: Budgeting in a non-restrictive way. Paying yourself first: Save, Invest, Spend Useful software for tracking your spending Using credit cards as a tool Merging finances and having open conversations in relationships www.iamjimmiller.com Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jan 21, 2021•32 min•Season 3Ep. 1
In today’s Office Hours, Eric answers Usman's question: How do I find a financial advisor for advice in my 20s? 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
Jan 14, 2021•7 min•Season 2Ep. 26
Eric is joined by his partner and Director of Financial Planning at BFG, Yanni Niebuhr, to discuss Financial Planning For All, BFG’s new program offering free to low-cost resources and affordable financial planning designed for all ages and life stages. What is covered during the episode: Financial planning is not just for the rich and is not taught in school. New programs about to launch for high school kids, millennials, and all generations. Tools you can use to achieve financial stability. Le...
Jan 07, 2021•28 min•Season 2Ep. 26
In today’s Office Hours, Eric answers Keegan's question: Is it a good idea to borrow against the equity in my house to finance college for my kids? 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
Dec 30, 2020•6 min•Season 2Ep. 25
Eric is joined by Rob Berger, host of the Financial Freedom Show, to discuss how young adults can start making decisions early to reach financial freedom, and the struggles many people face when transitioning into financial independence. What is covered during the episode: The power of compounding and how it can help you reach financial freedom The psychology of transitioning from living off your income to living off your portfolio How we segregate our assets in retirement so we don’t outlive ou...
Dec 23, 2020•33 min•Season 2Ep. 25
In today’s Office Hours, Eric answers Jay’s question: Should there be any difference in strategy for investing in a Roth IRA versus a pre-tax IRA? 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
Dec 17, 2020•6 min•Season 2Ep. 24
Eric is joined by travel advisor Estee Gubbay to talk about building a bucket list that not only satisfies your wanderlust but creates the memories and experiences that mean the most to you. What is covered during the episode: Building your travel bucket list—using your passions and goals to map out your life of travel Balancing fulfilling your travel goals and fulfilling your financial goals How a travel portfolio can turn your dreams into plans Planning for multigenerational celebration travel...
Dec 10, 2020•35 min•Season 2Ep. 24
In today’s Office Hours, Eric answers Jason's question: If a person has a retirement account with seven figures in it, could they be saving too much for retirement? 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
Dec 03, 2020•7 min•Season 2Ep. 23
Eric is joined by Doc Green, a prior internal medicine physician, to discuss how he broke the chain that held him to his job in order to pursue a new identity, passion, and life. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 26, 2020•31 min•Season 2Ep. 23
In today’s Office Hours, Eric answers Amy's question: What is the best way to figure out if a single-premium life insurance policy is a good idea? 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
Nov 19, 2020•8 min•Season 2Ep. 22
Eric is joined by Mesha Mebane, founder of Infrared Vision, to discuss resiliency, faith, tragedy, and digging yourself out of debt to stop simply existing and start living. What is covered during the episode: Evaluating yourself personally and professionally—defining your identity outside of your job. Turning a vision into a redefinition of your life. Navigating life and change after devastating loss. Reorganizing your life through debt and unemployment. How Infrared Vision addresses the needs ...
Nov 12, 2020•35 min•Season 2Ep. 22
In today’s Office Hours, Eric answers Steven's question: What are the steps to wealth-building and how do I get started and determine what's best for me? 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
Nov 05, 2020•8 min•Season 2Ep. 21
Eric is joined by Ellen Torres of the Alzheimer’s Association to talk about the emotional and financial toll diseases like Alzheimer’s take on families and the resources available to support them. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 29, 2020•33 min•Season 2Ep. 21
In today’s Office Hours, Eric answers Susan's question: My daughter is starting her first job in a few weeks. Where can she get help with her benefit decisions? 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
Oct 22, 2020•7 min•Season 2Ep. 20
Stress and money go hand in hand, so the development of financial therapy is a welcome addition to the financial playing field. Eric is joined by Derek Hagen to discuss what financial therapy is and how we can make talking about money less taboo. What is financial therapy? How money scripts and financial flashpoints shape our behavior How to make talking about money less taboo Opening lines of communication within a family Moneyhealthsolutions.com/graduate Learn more about your ad choices. Visit...
Oct 15, 2020•37 min•Season 2Ep. 20
In today’s Office Hours, Eric answers Amy's question: Can you use the proceeds from a reverse mortgage for anything you want or need? 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
Oct 08, 2020•6 min•Season 2Ep. 19
Eric is joined by Tracey Bissett, host of the Young Money podcast, to talk about financial fitness and the mistakes that entrepreneurs should avoid when starting their business. What is covered during the episode: Financial fitness vs. financial literacy The importance of a business plan Pivoting business plans during a pandemic Understanding the value of your time The Money Meeting Agenda available at cashcoach.biz Learn more about your ad choices. Visit megaphone.fm/adchoices...
Oct 01, 2020•32 min•Season 2Ep. 19
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
Sep 24, 2020•6 min•Season 2Ep. 18
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 ...
Sep 17, 2020•34 min•Season 2Ep. 18
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
Sep 10, 2020•8 min•Season 2Ep. 17
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 Conqu...
Sep 03, 2020•34 min•Season 2Ep. 17
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
Aug 27, 2020•6 min•Season 2Ep. 16
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...
Aug 20, 2020•30 min•Season 2Ep. 16