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On this episode, I interview a fellow author, podcaster and kindred spirit, Eric Brotman. I asked Eric to be on the show as we share a similar philosophy when it comes to the second half of the financial journey.

In today’s episode we discuss:

Secrets of the happiest retirees.
Financial strategies that can help prevent people from outliving their money.
Important tax strategies to understand as one enters their years of financial independence.
Why HSAs are the greatest tax tool ever invented.
Should you defer Social Security to age 70?
Long-Term Care- take it or leave it?

Eric is a podcast host of his popular show Don’t Retire. Graduate and he’s also an author of a new book with the same title. Check out Eric’s book on Amazon!

20:T4d0,This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the li

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Episode description

Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman

Episode description