91 episodes

Hosted by Certified Financial Planner Practitioner, Eric Brotman, “Don’t Retire… Graduate!” is a podcast dedicated to teaching you how to advance into retirement rather than retreating. Each and every episode will leave you with inspiration and actionable advice that will guide you towards a seamless transition into a dignified retirement. Eric and his guests will discuss topics such as finances, housing, healthcare, philanthropy, and more.

Don't Retire...Graduate Podcast Eric Brotman

    • Business
    • 5.0 • 23 Ratings

Hosted by Certified Financial Planner Practitioner, Eric Brotman, “Don’t Retire… Graduate!” is a podcast dedicated to teaching you how to advance into retirement rather than retreating. Each and every episode will leave you with inspiration and actionable advice that will guide you towards a seamless transition into a dignified retirement. Eric and his guests will discuss topics such as finances, housing, healthcare, philanthropy, and more.

    Setting Yourself Up for Financial Success this Summer

    Setting Yourself Up for Financial Success this Summer

    In this season's final episode of Office Hours, Eric gives you your last extra credit assignment of the school year: what to do during the summer to set yourself up for financial success.
    Find the online courses at www.bfguniversity.com. 

    • 3 min
    Being a Money Talker: Talking to Your Kids about Money and Inspiring Entrepreneurship

    Being a Money Talker: Talking to Your Kids about Money and Inspiring Entrepreneurship

    Eric is joined by Cody Loughlin, host of the Money Talkers podcast, to discuss the importance of talking about money with kids and the ups and downs that come with entrepreneurship.
    What is covered during the episode:
    Going from a millionaire to bankrupt overnight and fighting your way back. The value of time and setting goals in building wealth. Talking to your kids about money and teaching them lessons early. The wins and losses experienced as an entrepreneur. Telling your money where to go instead of wondering where it went. Cody’s Podcast: https://themoneytalkers.com/optin33124205
    Eric's book: https://amzn.to/2O4uNPe
     

    • 36 min
    Justifying the Cost of Financial Advice

    Justifying the Cost of Financial Advice

    In today’s Office Hours, Eric answers Alexis's question: I want a financial advisor, but it's expensive. How do I justify the cost?

    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

    • 5 min
    The Courage of Confidence: Making Gutsy Decisions to Reach your Goals

    The Courage of Confidence: Making Gutsy Decisions to Reach your Goals

    Eric is joined by sociologist and money coach Dr. Brenda Uekert to discuss methods to achieve financial freedom that builds the confidence to live a happier life.

    • 32 min
    What You Probably Don't Understand About Financial Planning

    What You Probably Don't Understand About Financial Planning

    In today’s Office Hours, Eric answers Justin's question: What are the biggest misconceptions around financial planning?

    For more, visit www.financialplanningforall.com. 

    Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours!

    • 5 min
    Broadening Your Horizons: Moving Abroad For an Affordable Lifestyle

    Broadening Your Horizons: Moving Abroad For an Affordable Lifestyle

    Eric is joined by author Tim Leffel to discuss his journey of moving abroad and how he helps others do the same.

    • 25 min

Customer Reviews

5.0 out of 5
23 Ratings

23 Ratings

Faith H-B ,

Excellent!!

As a longtime listener, I can say insight, thoughtfulness, and care goes into each segment. Witty, relatable, and thought provoking, this podcast will get you to think outside the box, yet gently navigate you to make the best decisions for you, your family, and personal situation. They have been tremendously helpful and I will continue to listen so long as they are being produced. Well done!!

Legacy champion ,

Pragmatic insights about getting the most out of this life!

Though a wealth manager by training, Eric Brotman brings a broader wisdom about life to this must-listen-to podcast. Yes, I’ve learned a lot about smart financial planning through this show but that’s just the start. It reminds me of that old radio show “Car Talk.” Sure, you could learn about car maintenance from Click and Clack, but you listened to the show because it was entertaining and you learned about life. That’s how I feel about Don’t Retire Graduate. Eric Brotman blends deep acumen about wealth management with a natural charisma for hosting, as he engages some really smart guests. This is a must for your podcast library.

Dave @ DIS ,

Super informative podcast

I have listened to many “Don’t Retire...Graduate” podcasts and I have gained many take-a-ways for personal use and business.

Not only is this podcast a great source of information for clients and consumers, it’s a phenomenal resource for other advisors and financial services workers.

The business acumen of Brian and Team are immense and the guests are a great mix of industry professionals and contributors.

So do yourself a favor and give it a listen. At the very LEAST you will burn 30 minutes, but I guarantee you will leave that 30 minutes with a piece of knowledge that you didn’t have before.

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