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Don't Retire...Graduate Podcast

Mar 25, 2021

In today’s Office Hours, Eric answers Anne Marie's question: How do I know when my husband and I should elect to start our social security benefits? 
 
Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office...


Mar 18, 2021

Eric is joined by William Hutson and Ekenna Anya-Gafu to discuss the issues around diversity in the financial services industry, financial literacy among minorities and children, and how these issues can be tackled.

Bullet points of what is covered during the episode:

  • Resiliency and grit for success in the...


Mar 11, 2021

In today’s Office Hours, Eric answers Harvey's question: Who needs a CPA vs. just using TurboTax for filing your taxes?

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


Mar 4, 2021

Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes.

Bullet points of what is covered during the episode:

  • The stresses of estate administration while grieving a...