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Don't Retire...Graduate Podcast

Aug 27, 2020

In today’s Office Hours, Eric answers Kristina’s question: Should I consider changing my state of personal residence for tax purposes?

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


Aug 20, 2020

Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness. 

Bullet points of what is covered during the episode

  • How retirement can adversely affect a marriage
  • The importance of communication 
  • What the happiest retirees...


Aug 13, 2020

In today’s Office Hours, Eric answers Mark’s question: Where would you go online for good financial advice? 

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


Aug 6, 2020

Eric is joined by the inspirational Jill-of-all-Trades Katie Marks to talk about what we could be doing instead—letting go of the negativity, building a career of side hustles, and figuring out exactly who we want to be when we grow up.

Highlights:

  • The power of networking in building a portfolio of opportunities