.png)
The Other Side of Potential
Over time, the conversations we choose to have begin to reflect what matters most.
If you’ve been part of this podcast, you’ve heard me speak about human development, systems thinking, and the ways we make meaning of our lives and work. That work continues—and remains at the core of my coaching and professional practice.
What has changed is the space where I am choosing to have a different kind of conversation.
After the death of my son, Michael, I felt called to create a more personal place—one that speaks directly to the experience of loss, and to the questions that emerge when life no longer looks the way it once did.
That space is now Beyond the Loss.
This podcast is for parents who have lost a child, and for those who support them. It is not about fixing grief or finding closure, but about understanding how we continue to live, to make meaning, and to become—after loss.
If you are looking for my current podcast,
you will now find me there.
I invite you to join me on Beyond the Loss.
You are welcome.
Spotify: https://open.spotify.com/show/6wqQ8MwCty4eJAiZ8VroUV?si=0b4c5d3bab6a4b64
The Other Side of Potential
Episode 112: Financial Planning at Any Age with Eric Brotman
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Our guest today, Eric Brotman, is a Certified Financial Planner and the CEO of BFG Financial Advisors, an independent firm that assists clients with wealth creation, preservation, and distribution.Eric and his team of highly qualified specialists provide investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.
In addition to holding a master’s degree in financial services, Eric is also an Accredited Estate Planner, a Certified Private Wealth Advisor, a Chartered Life Underwriter, a Chartered Financial Consultant, a Chartered Advisor in Senior Living, and a Retirement Income Certified Professional.
He is currently serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. Eric is the host of the Don’t Retire… Graduate! podcast and the author of several publications, the most recent entitled Don’t Retire-Graduate: Building a Path to Financial Freedom at Any Age, published in October of this year.
What you’ll learn about in this episode:
- Eric talks about some of the greatest concerns his clients are grappling with going into 2021.
- The current K-shaped recovery and the growing disparity between businesses and individuals.
- Why – when you have your health and your income – you have beat the pandemic.
- How Eric advises his clients on preparing for uncertainty from a tax and economic perspective.
- The four places you can put your money and never pay tax on it again.
- The need for more financial literacy education among the younger generations.
- Why, despite consensus, financial literacy is still not being taught in schools.
- Leveraging the Roth 401(k), Roth IRA, and a Health Saving Account (HSA) for tax benefits.
- Suggestions for how a 529 College Saving Plan can be used to keep money sheltered from tax.
- Those who are eligible for 529 plans and what they should know when deciding to get one.
- What the term ‘tax-deferred’ means and when taxable income becomes due and payable.
- Hear how whole life insurance policies are a means of keeping wealth within families.
- The most basic steps you should take to protect and grow what you have.
- The importance of breaking through the scarcity mentality passed down generationally.
- How people of all income levels can get access to financial planning and coaching.
Additional Resources:
Website: https://bfgfa.com
LinkedIn: https://www.linkedin.com/in/ebrotman/
Twitter: https://twitter.com/brotmanplanning?lang=en
Book: https://www.amazon.com/Dont-Retire-Graduate-Financial-Retirement/dp/1734970103
Podcast: brotmanmedia.com
Links Mentioned:
Jean Chatsky: https://twitter.com/JeanChatzky
Saving for College: http://savingsforcollege.com/
Pay Less Taxes Now: http://www.lowtaxbook.com/optin1590159551607
Financial Coaching: https://www.microstuff.com/
Acknowledge Media: https://www.acknowledgemedia.com
Forbes: https://www.forbes.com/