Best Eric Brotman Podcasts (2024)

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Money Matters Episode 320- Gen X Guide to Early Retirement W/ Dalene Higgins 54:55

3h ago54:55

54:55

In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xe…

1
Money Matters Episode 319- Couples and Money: Mastering Financial Conversations with Chris Wong 26:58

3M ago26:58

26:58

Navigating Financial Conversations with Chris Wong | Money Matters Podcast Description: Welcome to another insightful episode of the Money Matters Podcast! Join host Christopher Hensley as he sits down with Chris Wong, a seasoned therapist and executive coach, to delve into the intricacies of managing financial conversations within relationships. I…

1
Money Matters Episode 318- Securing Your Legacy: Estate Planning with Adam Zuckerman 30:43

3M ago30:43

30:43

Welcome to today's episode of the Money Matters Podcast, where we dive deep into the waters of finance and come up with pearls of wisdom that keep your pockets full and your mind even fuller. In this episode, host Christopher Hensley is joined by Adam Zuckerman, a seasoned attorney and the innovative founder of Buried in Work. Together, they explor…

1
Money Matters Episode 317- Inflation and Retirement in Emerging Markets W/ Jason Hsu 29:34

3M ago29:34

29:34

Welcome to Episode 317 of Money Matters: Inflation and Retirement in Emerging Markets In this riveting episode, Jason Hsu dives deep into the complexities of inflation and its long-term impact on retirement planning. With a focus on emerging markets. Jason provides invaluable insights that are a must-listen for pre-retirees and anyone interested in…

1
Money Matters Episode 316 - ESG, SRI, and Beyond with Melissa Reaktenwalt 25:24

4M ago25:24

25:24

In this insightful episode of the "Money Matters" podcast, financial advisor Melissa Reaktenwalt shares her 18-year journey in the wealth management industry. She discusses her transition from the credit union sector to owning her own firm, the significance of ESG and SRI principles in values-based investing, and her role as a public speaker. Melis…

1
Money Matters Episode 315- Don't Retire ... Graduate W/ Eric Brotman 33:30

4M ago33:30

33:30

In this groundbreaking episode of Money Matters, host Chris Hensley dives deep into a transformative conversation with Eric Brotman, CEO of BFG Financial Advisors and the author of "Don't Retire, Graduate." Eric shares invaluable insights on how to rethink retirement planning, strategies for financial independence, and the steps you can take at eve…

1
Money Matters Episode 314 - Money Talks W/ Skyler Fleming 27:29

5M ago27:29

27:29

Welcome to Episode 314 of Money Matters, celebrating Financial Literacy Month with a special guest, Skyler Fleming from Money Talks. This episode dives into how crucial conversations about finances can significantly alter your economic perspective and future. In recognition of Financial Literacy Month, Skyler shares compelling stories and actionabl…

1
Money Matters Episode 313- Age Is Just a Number: Unlocking Life's Potential w/ Diane Gilman 24:23

5M ago24:23

24:23

Welcome to a special episode of "Money Matters," hosted by Christopher Hensley. This episode features the legendary Diane Gilman, the 'Jean Queen' herself, as she shares her vibrant journey and empowers us with her innovative approach to living a fulfilling life, regardless of age. 🌟 Episode Highlights: Dive into an inspiring conversation with Dian…

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Money Matters Episode 312- Physician Contract Negotiations W/ Ethan Nkana 26:07

5M ago26:07

26:07

Empowerment Through Education: Ethan emphasizes the importance of physicians getting multiple job offers to leverage in negotiations and warns against signing contracts without advocating for one's worth. He sheds light on common pitfalls and how physicians can secure their financial futures. Gender Pay Gap: An eye-opening discussion on the gender …

1
Money Matters Episode 311- The Decisive Manager: Hybrid Teams w/ Barbara Mitchell and Cornelia Gamlem 29:39

6M ago29:39

29:39

Effective leadership in remote work, adaptive management strategies, HR innovation, fostering workplace culture, team development. Join us as we explore transformative leadership and management strategies with Cornelia Gamlem and Barbara Mitchell, distinguished authors of "The Decisive Manager." This episode, hosted by Christopher Hensley, delves i…

1
Money Matters Episode 310: The Ultimate Guide to High Stakes Investing W/ Franklin Parker 29:25

6M ago29:25

29:25

Dive into the insightful world of finance with Franklin J. Parker on the "Money Matters" podcast. From his unique transition from musician to financial expert, Franklin discusses the importance of tailoring investment strategies to individual goals. This episode sheds light on the inadequacies of traditional financial planning and introduces a more…

1
Money Matters Episode 309: Combating Election Year Disinformation: Goodspero's Innovative Strategies 29:29

6M ago29:29

29:29

Dive into an enlightening conversation with Goodpero, the dynamic duo behind cutting-edge digital content creation and social impact initiatives. In this special Money Matters Podcast episode, we explore the crucial intersection of digital misinformation, social impact, and the power of AI technology in the context of election years. Join us as we …

1
Money Matters Episode 308- Future of AI in Business: Strategies for Automation and Engagement 25:07

7M ago25:07

25:07

In this engaging episode of Money Matters, Christopher Hensley dives into a morning discussion with Ascend AI Solutions' Mark Anderson and Jnr Asher, straight from Australia. They explore the pivotal role of AI in redefining financial planning and business efficiency across global time zones. Unveiling the journey of Ascend AI since the ChatGPT era…

1
Money Matters Episode 307: Tiny House Economics W/ Laura Lynch 28:01

7M ago28:01

28:01

🏡 Join us in this special episode of Money Matters, where we delve into the fascinating world of tiny living with financial planner and tiny house living advocate, Laura Lynch. Discover how Laura transitioned from traditional homeownership to a tiny house, not just downsizing space, but upsizing life quality and financial freedom. 🌟 In this episode…

1
Money Matters Episode 306- Your Best Financial Life W/ Anne Lester 27:24

8M ago27:24

27:24

Welcome to a new episode of Money Matters, where we delve into the intricacies of personal finance with our special guest, Anne Lester, the author of "Your Best Financial Life." In this episode, Anne shares her journey from facing personal financial challenges to becoming a leading authority in money management. Listeners will gain valuable insight…

1
Money Matters Episode 305- 2023 Wrap Up: Silicon Valley Bank, Inflation Challenges, and the AI Revolution 18:59

8M ago18:59

18:59

In this special edition of Money Matters, host Chris Hensley delves into the tumultuous financial events of 2023, providing insights and actionable advice. The episode kicks off with a detailed analysis of the Silicon Valley Bank collapse, examining its causes, including Federal Reserve policies and the bank's own missteps. Chris offers practical t…

1
Money Matters Episode 304- Unlock Financial Freedom Now: A Teacher's Guide to Thriving on a Modest Income W/ Danny Kofke 21:09

9M ago21:09

21:09

Join us on today's episode of the Money Matters Podcast where our host, Chris Hensley, dives deep into the world of financial literacy with special guest, Danny Kofke. Danny, a former elementary school teacher and now a renowned financial education mentor, shares his valuable insights and experiences in managing personal finances, especially on a m…

1
Money Matters Episode 303- Embracing Digital Marketing and Entrepreneurial Success with Pamela Dale 28:14

9M ago28:14

28:14

In this enlightening episode of "Money Matters," host Christopher Hensley engages with Pamela Dale, a digital marketing expert and high-level partner, renowned as the "GHL Gal." Pamela shares her journey, delving into the nuances of digital marketing and the power of software in driving sustainable business success. Key discussion points include: P…

1
Money Matters Episode 302- The Go-Giver Way W/ Bob Burg 28:28

9M ago28:28

28:28

In this insightful episode of Money Matters, we were thrilled to welcome back Bob Burg, a renowned author and expert in the art of giving in business. Bob, a familiar voice to our long-time listeners, first appeared on Episode 28 and now graces us again on Episode 302. Host Christopher Hensley and Bob delve deep into the principles outlined in Bob'…

1
Money Matters Episode 301- Empowering Leadership and Purpose-Driven Entrepreneurship W/ Elona Lopari 29:49

9M ago29:49

29:49

In this enlightening episode of "Money Matters," host Chris Hensley delves into the inspiring journey of Elona Lopari, a celebrated executive leadership and career coach. Elona shares her personal story of immigrating to the U.S. at 15, climbing the corporate ladder, and eventually pivoting to entrepreneurship. Key Highlights: Elona's Background: F…

1
Money Matters Episode 300- Crafting Connections: Beyond Small Talk with Josh Thomas 27:58

10M ago27:58

27:58

Join us as we welcome Josh Thomas, an extraordinary business consultant and the founder of Factor One. In this episode, Josh takes us through his inspiring transition from a high school music teacher to a successful entrepreneur. 🌟 🔑 Key Highlights: Uncover Josh's 'fancy pants' approach to business, emphasizing the critical role of cash flow. Innov…

1
Money Matters Episode 299- Mentorship & Mastery W/ Steve Hamoen 25:40

10M ago25:40

25:40

In this insightful episode of Money Matters, we had the pleasure of hosting Steve Hamoen, the passionate entrepreneur and podcast host of "Money Mindset and Mentoring." Steve shared his diverse experiences, from overcoming significant business challenges to excelling in real estate and mentoring others towards success. Key highlights of the convers…

1
Money Matters Episode 298- Navigating the Chaos: What Should I Do With My Money? W/ Bryan Kuderna 30:00

10M ago30:00

30:00

In this episode, I had the pleasure of interviewing Bryan, a Certified Financial Planner, who shared some incredible insights and advice that you won't want to miss. Here are three key takeaways from our conversation: 1️⃣ Find Your Passion: Bryan emphasized the importance of regularly evaluating what you are truly passionate about. Take the time to…

1
Money Matters Episode 297- Exploring the Intersection of Aging, Genetics, and Physical Fitness W/ Tripp Parks 31:41

10M ago31:41

31:41

In this episode, we had the pleasure of hosting an incredible guest, Tripp Parks, who specializes in fitness for individuals and has a wealth of knowledge to share. Here are three key takeaways from this episode that I believe will resonate with all of you: 1️⃣ Personal Accountability and Responsibility: Tripp emphasized the importance of taking ow…

1
Money Matters Episode 296- Exploring the Intersection of AI and Investing W/ Ravi Koka 30:03

11M ago30:03

30:03

This episode delves into the fascinating world of wealth management and how AI is revolutionizing the industry. Here are the key insights from our conversation with Ravi Koka, the CEO and Founder of StockSnips: 1️⃣ AI's Impact on Investing: Ravi took us on a journey from the origins of AI to its current impact on investing. It's astonishing how muc…

1
Money Matters Episode 295- From Tech to Finance: A Journey into Financial Planning W/ Eric Franklin 22:46

12M ago22:46

22:46

In this episode, we dive into the world of FinTech and how it is shaping the investment and financial planning industry. Our guest shares insights on the best tech tools and investment approaches that are making a significant impact in the market. We also discuss the importance of staying up-to-date with the latest trends, such as AI, and how it ca…

1
Money Matters 294- Simplifying Healthcare Planning for Retirees with Christine Simone 22:24

12M ago22:24

22:24

In this episode of Money Matters, host Chris Hensley interviews Christine Simone, the co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees. Christine shares her background in healthcare and discusses the importance of incorporating healthcare costs into retirement planning. The episode emphasizes the i…

1
Breaking Financial Stereotypes: Money Attitudes and Behaviors in a Diverse World with Cara Macksoud 43:47

1y ago43:47

43:47

Welcome to a very special episode of Don't Retire... Graduate!: our finale. After five seasons, we're graduating from the podcast in order to take financial literacy education into a new format, with a new edition of the Don't Retire... Graduate! book releasing soon and our new financial wellness program taking off. Rounding out the show with a ban…

1
Office Hours: Worrying About Retirement in Your 20s 6:44

1y ago6:44

6:44

In today’s Office Hours, Eric answers Noah's question: “What can you tell someone in their 20s who is already worried about not being able to retire in the future?” This is a lot of stress to put on yourself so early in your life and career, but there are a few pieces of advice that Eric can share for you. Have a question? Tweet it to us at @Brotma…

1
Love and Money: Financial Planning for Newly Weds 36:22

1y ago36:22

36:22

Welcome back to Don’t Retire… Graduate! On today's episode, we're getting personal and bringing in a member of the BFG family. Financial advisor Cody Niedermeier recently got married and is sharing his experience and advice for handling financial conversations before and after saying "I do." Even as a financial advisor, it can be hard to handle con…

1
Office Hours: Financial Advice That's Different Than 10 Years Ago 6:19

1y ago6:19

6:19

In today’s Office Hours, Eric answers Olivia's question: “What advice would you give today that you wouldn't have expected to 10 years ago?” The advice does change over time, but with 30 years of experience as a financial advisor, it's clear that some of the basic fundamentals don't: paying yourself first and avoiding adverse debt. But economic con…

1
From College to Covid to Recession: Navigating Finances in Changing Times with Hassan Thomas 39:04

1y ago39:04

39:04

Welcome back to Don’t Retire… Graduate! On this episode we’re joined by Hassan Thomas, the creator of the FYI FLI (For Your Information Financial Literacy and Investing) app and host of the FYI FLI podcast. He is here to share his story of beginning his entrepreneurial journey during a global recession, having to pivot a future after an injury, and…

1
Office Hours: Money Lessons Learned from Movies 5:28

1y ago5:28

5:28

In today’s Office Hours, Eric answers Charlotte's question: “What movie taught you the most about money?” Eric chose the movie The Ultimate Gift based on a book by Jim Stovall because of how it taught the value of money and how you can use it to make a difference. This is the opposite of one we often mention as more of a cautionary tale, which is B…

1
Building Financial Confidence: Knowing Your Numbers and Unlocking Your Best Life with Marika Stimac 39:43

1y ago39:43

39:43

Welcome back to Don’t Retire… Graduate! On this special 100th episode, we’re joined by Marika Stimac, a life coach dedicated to helping people improve their financial literacy and achieve their financial goals. Marika, who has written a book called "Keys to Financial Confidence: Unlock Your Best Life," shares valuable insights and actionable steps …

1
Money Matters 293-The Heat Will Kill You First W/Jeff Goodell 27:31

1y ago27:31

27:31

In this episode of Money Matters, host Chris Hensley interviews Jeff Goodell, author of the book "The Heat Will Kill You First, Life and Death on a Scorched Planet." Jeff is a renowned author and journalist known for his extensive work on climate change and environmental issues. Chris shares that the episode coincidentally aligns with their previou…

1
Office Hours: What You Should Know Before Buying a House 8:08

1y ago8:08

8:08

In today’s Office Hours, Eric answers Oliver's question: “What should I know about finances before I buy my first home?” Well done for thinking ahead! There are so many costs that go into home ownership that are different from renting, like maintenance, taxes, and furnishing. Listen to what Eric thinks is important to know before you make the purch…

1
Money Matters 292-Surviving the Storm: Home Generators on a Budget 35:54

1y ago35:54

35:54

In this episode of Money Matters, host Chris Hensley deviates from the usual interview format and brings together a panel of experts to discuss the topic of portable generators. The inspiration for this episode comes from the power grid failure that occurred in Texas during the February 2021 ice storms, resulting in numerous deaths and widespread d…

1
The One Number Budget: Simplifying Financial Planning for Retirement with John Crane 38:56

1y ago38:56

38:56

Welcome back to Don’t Retire… Graduate! On this episode we’re joined by John Crane, a financial advisor and author of The One Number Budget. In the episode, Eric and John share their dislike of traditional budgeting—which Eric less-than-affectionately calls the “B-word”—and go through John’s exercise of finding the “one number” you need for this ne…

1
Money Matters 291- Who You Are is How You Lead W/ Rachel L. Rider 21:24

1y ago21:24

21:24

Business leaders rise to the top by excelling at doing the work—completing tasks, producing deliverables, meeting deadlines—but once they’re in charge, they must pivot to focus on interpersonal relationships. And, as master coach and founder of MettaWorks Rachel Rider explains in WHO YOU ARE IS HOW YOU LEAD (Muse Literary; Spring 2023), the first r…

1
Office Hours: How to Open a Roth IRA for Your Child 7:52

1y ago7:52

7:52

In today’s Office Hours, Eric answers Jake's question: "How can I open a Roth IRA for my child?” This is a great question and a great way to set your kids up for success, but you need to understand how they work and how to use them. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode…

1
Seven Money Milestones: Building and Protecting our Wealth with Troy Holt 33:40

1y ago33:40

33:40

Welcome back to Don’t Retire… Graduate! On this episode, Eric Brotman chats with financial industry veteran Troy Holt about the importance of financial literacy and shares some key strategies for managing your personal finances. Troy is passionate about financial literacy and explains how a job in finance can provide both community impact and perso…

1
Office Hours: When Should I Start Investing? 6:11

1y ago6:11

6:11

In today’s Office Hours, Eric answers Colby's question: “When should somebody start investing?” The short answer is as soon as you have money available to invest, but the conversation doesn't stop there. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Learn more …

1
FIRE by AirBNB: Reaching Financial Freedom through Short-Term Rentals with Zeona McIntyre 35:17

1+ y ago35:17

35:17

Welcome back to Don’t Retire… Graduate! Today’s guest has used Airbnb to reach financial freedom early and is teaching others how to do the same. Zeona McIntyre is an author, realtor, investment consultant, and speaker who has been helping people house hack and build their portfolios of short and medium-term rentals for several years. She sat down …

1
Office Hours: How Much Does Money Matter in a Relationship? 6:22

1+ y ago6:22

6:22

In today’s Office Hours, Eric answers Ava's question: “How much does money matter in a relationship?” This is a multifaceted question with different types of relationships, but in all types, it is necessary to have communication, transparency, and honesty. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be …

1
Embracing Wanderlust: Finding a Way to Live Your Passions with Rachael Schlimmer 37:04

1+ y ago37:04

37:04

Welcome back to Don’t Retire… Graduate! This is an episode unlike any we’ve done before. Our guest is Rachael Schlimmer, a nomad who is traveling more often than she isn’t but is ready to start putting down roots and planning out her future. While we promised not to call this an intervention (or a séance for that matter), Rachael was at a crossroad…

1
Office Hours: How to Find Balance Between Saving, Retirement, and Expenses? 6:49

1+ y ago6:49

6:49

In today’s Office Hours, Eric answers Matt's question: “How do you effectively balance among saving, retirement, and expenses?" There is no rule of thumb here, but we may be able to find a balance that works for you. Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours…

1
Cashing Out: Unrigging the Financial Game with Julien and Kiersten Saunders 38:04

1+ y ago38:04

38:04

Welcome back to Don’t Retire… Graduate! We have two very special guests today, Julien and Kiersten Saunders. They are the hosts of the Rich and Regular podcast and Money on the Table video series and authors of their recently published book, “Cashing Out: Win the Wealth Game by Walking Away.” The couple joins us to talk about how the finance game i…

1
Office Hours: Investing in a 401(k) vs Saving for College 5:58

1+ y ago5:58

5:58

In today’s Office Hours, Eric answers Madeline's question: “Should I stop contributing to my 401(k) to pay for my daughter's college now or should I take loans and continue to invest in my retirement?” This a question many are facing, and there is no one perfect answer. However, retirement is the one thing you cannot borrow for so it's important to…

1
Money Matters 290- Built To Move w/ Kelly & Juliet Starrett 30:38

1+ y ago30:38

30:38

As we prepare for retirement it is very common for people to have goals like traveling or visiting grandchildren. The bleak reality is that even though we might have done everything financially correct to prepare for the retirement stage of life , mobility and health issues can often put a damper on these important goals. How do we give ourselves t…

1
Male, Pale, and Stale: The Growing Need for Diverse Voices in Finance with Michelle Waymire 43:14

1+ y ago43:14

43:14

Welcome back to Don’t Retire… Graduate! Today’s guest is as young and scrappy as her brand. Michelle Waymire founded her financial planning practice to help the LGBTQ+ community make sense of their finances in an environment that is uniquely designed for them. Her approach to financial planning means making your money work towards building a joyful…

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