Eric Brotman is the CEO of BFG Financial Advisors and brings three decades of expertise in multigenerational financial planning to the fore. As a Registered Representative and Investment Advisor at Kestra Advisory Services, he further extends his portfolio management and financial planning proficiency. Committed to financial literacy, Eric serves on the Business Advisory Council for Comptroller Peter Franchot in Maryland and the Advisory Board for Females & Finance. His noteworthy achievements include the 2020 release of his award-winning third book, Don’t Retire... Graduate! and hosting a podcast by the same name. Sharing his insights and promoting financial awareness, Eric is a sought-after speaker for seminars, workshops, and industry events and a regular contributor to Forbes.
Here’s a glimpse of what you’ll learn:
- Eric Brotman discusses BFG Financial Advisors’ origin and mission
- How BFG overcame financial struggles and became a successful firm
- Eric’s commitment to helping people with financial planning
- Learning to reframe retirement and finding purposeful activities in your post-work years
- Why you should build a network of professionals to grow your business
- Eric explores the gender differences within the financial advising industry
- Debunking financial planning misconceptions
In this episode…
Retirement planning is not merely a financial endeavor but a holistic journey encompassing various aspects of life. What essential elements should you consider when planning for retirement?
Seasoned financial advisor Eric Brotman discloses myths that retirees often encounter surrounding financial planning. In essence, retirement planning involves finding purpose, fostering professional connections, and understanding industry dynamics. Eric advises people to discover the value of building a network of professionals while working in your field. Through collaboration, people can leverage connections to fuel business growth, even in retirement.
In this episode of The Cyber Business Podcast, Matthew Connor welcomes Eric Brotman, CEO of BFG Financial Advisors, to discuss retirement planning. Eric shares his commitment to helping people with their financial endeavors, explores how to discover purpose post-work life, the advantages of building networks, and dispels myths surrounding financial planning.
Resources mentioned in this episode:
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