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Don't Retire...Graduate Podcast

Mar 21, 2019

In this episode, Eric discusses when "doing it yourself" stops making sense and how to choose an advisor with his guest, Lena Nebel.

In this episode:

  • Who needs a financial advisor and why
  • Different types/specialties of financial planners
  • How to find a financial planner
  • Questions to ask when interviewing a financial...


Mar 7, 2019

Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence.

In This Episode:

  • The importance of having an estate plan
  • Why an estate plan is not only for the wealthy
  • When to create an estate plan
  • How to navigate estate planning with marriage,...