Don't Retire...Graduate!

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Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about stepping into a life filled with purpose, joy, and fulfillment. Whether you're on the brink of retirement or just starting to think about it, this podcast will help you discover what it takes to not just survive, but thrive in your post-career years. We’ll explore how to live a fun, productive, and meaningful life by setting new goals, pursuing passions that light you up, and building a legacy that truly reflects who you are. Each episode features in-depth conversations with a diverse range of guests—from award-winning authors and financial experts to influencers and everyday people with remarkable money stories. Together, we’ll uncover strategies for reaching financial independence, managing your wealth, and making informed decisions that support your dreams. You’ll learn practical tips on everything from saving money and paying down debt to raising financially literate children and growing your wealth at any age. From personal finance and investing to retirement readiness, taxes, and more, we’re here to provide the knowledge and tools you need to confidently step into this exciting new phase of life. Topics include everything from budgeting, credit, and debt to health savings accounts, insurance, social security, the FIRE movement, and the latest in fintech and finance apps. But we don’t stop at finances. Don’t Retire… Graduate! also dives deep into the emotional and psychological aspects of retirement. We’ll discuss how to maintain your mental and physical health, nurture relationships, and stay connected to your community. You’ll gain insights on how to design a lifestyle that keeps you engaged, curious, and excited about the future. Our mission is to help you figure out what you want to be when you grow up—even if you’re already grown. We believe that work should become optional, not just because you've reached a certain age, but because you’ve achieved the freedom to choose how you spend your time and energy. Whether it’s volunteering, starting a new hobby, traveling the world, or launching a second career, this podcast is your guide to creating a retirement that’s anything but retiring. In addition to full episodes, we offer bonus content every other week where you get to meet the team of financial advisors at BFG Financial Advisors and hear their real stories from the frontlines of financial planning.  Retirement is not the absence of work, but the absence of needing to work. So why not graduate into a life of purpose, passion, and financial freedom? Tune in to Don’t Retire… Graduate! and let’s make your retirement the best years of your life.

Episodes

  1. 01/30/2025

    Balancing Budgets While Becoming a Dad: Diary of a Financial Advisor

    Welcome back to Don't Retire... Graduate!: the podcast that invites you to rethink what retirement really means. In our Diary of a Financial Advisor segment, I, Eric Brotman, interview financial advisors about their professional journeys and their dedication to aiding others in their financial success. Today, we are lucky enough to be joined by BFG's own Cody Niedermeier before he begins his paternity leave. In this episode, Cody and I explore the various considerations involved in planning for a family from the perspective of a financial advisor. Cody opens up about his own journey, sharing that he and his wife are expecting their first child. We discuss the practical changes needed in the home and adjustments to the family budget, emphasizing the costly nature of raising children. Cody provides insights into how his professional life has equipped him to tackle personal financial planning for his growing family. We also touch on the importance of life insurance, estate planning, and the possible choices between public and private schooling. Cody reflects on how being a financial advisor has prepared him for fatherhood and anticipates how fatherhood will, in turn, deepen his connection with clients. 5 Key Takeaways: Early Conversations and Planning: Cody stresses the importance of early and honest discussions about family planning even during the dating phase. Knowing each other’s desires about having children can shape the future and pinpoint readiness for starting a family. Financial Preparation and Adjustments: Financial planning for a new baby involves reassessments of budgets, exploring the costs of daycare, making necessary home adjustments, and ramping up that emergency fund. Cody shares the humorous reality of exceeding budget plans with frequent trips to places like Target. Healthcare, Childcare, and Education: Conversations around adjusting work schedules, weighing daycare options, and considering the pros and cons of public versus private education are crucial. Cody highlights the life-changing expenses associated with raising a child and how to plan for them effectively. Importance of Life Insurance and Estate Planning: Essential aspects of family planning include ensuring there is adequate life insurance and that estate documents are in order. Cody notes how these steps, though centered around dire scenarios, are fundamental in securing the family's future. Balancing Professional and Personal Life: Cody articulates how being a financial advisor has uniquely equipped him to plan for his family and posits that becoming a parent will help him relate even more profoundly with his clients. He emphasizes the need for drawing upon available resources, supporting his wife, and maintaining a balance between professional and personal demands. Cody's journey is a testament to the power of early planning and the perpetual balancing act of professional and personal life. Don't forget to subscribe and share this episode with anyone who might benefit from Cody's valuable insights. Remember, if you have any topics or ideas you'd like us to discuss in a future episode of "Don't Retire... Graduate!", please reach out on social media. Stay tuned for our next episode, and until then, don't retire… graduate! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Balancing Budgets While Becoming a Dad: Diary of a Financial Advisor
  • 1 Episode

About

Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about stepping into a life filled with purpose, joy, and fulfillment. Whether you're on the brink of retirement or just starting to think about it, this podcast will help you discover what it takes to not just survive, but thrive in your post-career years. We’ll explore how to live a fun, productive, and meaningful life by setting new goals, pursuing passions that light you up, and building a legacy that truly reflects who you are. Each episode features in-depth conversations with a diverse range of guests—from award-winning authors and financial experts to influencers and everyday people with remarkable money stories. Together, we’ll uncover strategies for reaching financial independence, managing your wealth, and making informed decisions that support your dreams. You’ll learn practical tips on everything from saving money and paying down debt to raising financially literate children and growing your wealth at any age. From personal finance and investing to retirement readiness, taxes, and more, we’re here to provide the knowledge and tools you need to confidently step into this exciting new phase of life. Topics include everything from budgeting, credit, and debt to health savings accounts, insurance, social security, the FIRE movement, and the latest in fintech and finance apps. But we don’t stop at finances. Don’t Retire… Graduate! also dives deep into the emotional and psychological aspects of retirement. We’ll discuss how to maintain your mental and physical health, nurture relationships, and stay connected to your community. You’ll gain insights on how to design a lifestyle that keeps you engaged, curious, and excited about the future. Our mission is to help you figure out what you want to be when you grow up—even if you’re already grown. We believe that work should become optional, not just because you've reached a certain age, but because you’ve achieved the freedom to choose how you spend your time and energy. Whether it’s volunteering, starting a new hobby, traveling the world, or launching a second career, this podcast is your guide to creating a retirement that’s anything but retiring. In addition to full episodes, we offer bonus content every other week where you get to meet the team of financial advisors at BFG Financial Advisors and hear their real stories from the frontlines of financial planning.  Retirement is not the absence of work, but the absence of needing to work. So why not graduate into a life of purpose, passion, and financial freedom? Tune in to Don’t Retire… Graduate! and let’s make your retirement the best years of your life.

Information

  • Creator
    Evergreen Podcasts
  • Years Active
    2024 - 2025
  • Episodes
    199
  • Rating
    Clean
  • Copyright
    © All Rights Reserved 2022-25
  • Show Website
    Don't Retire...Graduate!