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Don't Retire...Graduate Podcast

Dec 30, 2020

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...


Dec 23, 2020

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...


Dec 17, 2020

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...


Dec 10, 2020

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...


Dec 3, 2020

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...