Don't Retire...Graduate!
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Don't Retire...Graduate!
Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark o...
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235 episodi
How Young Professionals Can Approach Insurance and Financial Planning
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into one of the most essential—yet often overlooked—aspects of a healthy fina...
Building Real Relationships in a Digital World: Steve Spiro’s Secrets to Meaningful Networking
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re exploring the power of authentic connection, reinvention, and the art of building re...
Navigating College Decisions and Affording Education with Tony Breen
Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and on today’s Diary of a Financial Advisor segment, we’re shining a light on the...
Navigating IRS Nightmares: Tax Solutions, Relief, and Real-Life Wins with Morgan Anderson
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re going right into the heart of an anxiety-inducing topic for many: tax debt and IRS t...
New Perspectives in Finance: Jillian Howell’s Story of Growth and Motivation
Welcome back to Don’t Retire… Graduate! On today’s episode, we’re excited to bring you another entry in our “Diary of a Financial Advisor” segment, wh...
Seven Money Conversations That Will Change Your Life with Skyler Fleming
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re deep diving into the power of money conversations—why talking about your finances is...
Football, Finance, and Finding Purpose: Manny Essien’s Journey to Financial Advisor and Advocate
Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode offers a unique peek behind the curtain at the real-life jour...
Strategic Giving, Estate Planning, and Fostering Lasting Legacies in Underserved Communities
Welcome back to Don’t Retire… Graduate! In today’s episode, we dive into the intersection of estate planning, philanthropy, and building legacies—espe...
Empowering Female Advisors and Building Inclusive Firms with Lena Nebel
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m excited to bring you a very special installment from our “Diary of a Financial Advisor...
Making Downsizing Manageable: How to Organize, Donate, and De-Stress Before Retirement
Welcome back to Don’t Retire… Graduate! Today’s episode is all about conquering clutter, downsizing with dignity, and organizing your life for the nex...
Redefining Retirement: Eric Brotman on Legacy, Mentorship, and Financial Wellness
Welcome back to Don’t Retire… Graduate! Today’s episode turns the tables for a special edition of our “Diary of a Financial Advisor” segment. Instead...
Empowering Women to Master Money: A Conversation with Chelsea Williams, the Money Whisperer
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the intersection of financial empowerment, psychology, and redefining mo...
From Intern to CFO: Yanni Niebuhr’s Fourteen-Year Financial Journey at BFG
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m thrilled to welcome someone I know not only as a colleague but as a friend and busines...
Navigating Divorce and Retirement: Insights from 50 Years in Family Law with Leon Berg
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into a critical and sometimes overlooked topic: divorce and its profound impa...
How Teaching Skills Translate to Client Success with Hannah Dennis
Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and today’s episode features a unique perspective in our “Diary of a Financial Ad...
Healing Through Art: How Dr. Vasu Tolia Transformed Her Life and Career
Welcome back to Don’t Retire… Graduate! Today’s episode is one that speaks directly to the heart of reinvention and the pursuit of passion long after...
The Realities of Becoming a Financial Advisor: Career Lessons from Cody Niedermeier
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re pulling back the curtain on what it means to grow—personally and professionally—with...
Breaking Financial Trauma and Building Abundance with Alejandra Rojas
Welcome back to Don’t Retire… Graduate! In this episode, we’re diving deep into the intersection of money, mindset, and healing from financial trauma....
Planning for Parenthood: Financial Advising and Family Planning with Cody Niedermeier
Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we’re shining a light on one of life’s biggest transitions: pre...
Blended Family, Missing Will: What Happens When You Don’t Plan for the Unexpected
Welcome back to Don’t Retire… Graduate! In today’s heartfelt and illuminating episode, we take a closer look at one of the most challenging—and often...
Networking, Leadership, and Impact: Andrew Harrell’s Role in the Future of Financial Advice
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re taking you behind the scenes of the financial planning profession with our recurring...
Lessons from Gaming: Building a Career with YouTube Skills in the Financial World
Welcome back to Don’t Retire… Graduate! On today’s episode, we’re digging into the evolving world of content creation, self-directed IRAs, and the pow...
Building Financial Wellness and Community: Kobe Bolanos’ Journey at BFG Financial Advisors
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m delighted to bring you another entry in our “Diary of a Financial Advisor” segment, wh...
Shifting the Prism: Karyn Polak on Impact Investing and Doing Good with Your Money
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of values-driven finance and social impact investing—a topic t...
Behind the Scenes at BFG: Beth Nori on Tax Planning and Financial Advisor Life
Welcome back to Don’t Retire… Graduate! Today’s episode takes you behind the scenes of the financial planning world with an in-depth look at what it m...
Multifamily Real Estate Investing: Risks, Rewards, and Getting Started with Veena Jetti
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of real estate investing, with a special focus on multifamily...
Camden Roots to Financial Growth: Shakirrah Clarke Gunther’s Inspiring Journey
Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we dive into the journey of a dedicated financial professional...
How to Buy a House Without a Buyer’s Agent with Nick Aufenkamp
Welcome back to Don’t Retire… Graduate! In today's episode, I'm excited to dive deep into the world of real estate with our special guest, Nick Aufenk...
Empowering Client Success: Kirby Ososki on the Heart of Financial Services
Welcome back to another Diary of a Financial Advisor segment of Don't Retire... Graduate! . Our special guest is Kirby Ososki, a remarkable individual...
The Road to Inclusive Planning: DJ Jeyaram on Trusts and Special Needs
Welcome back to Don't Retire... Graduate! On today’s episode, we’re returning to a topic we began discussed earlier in the season: planning for famili...
Finding Purpose in Finance: Akram Ibrahim’s Journey with BFG
Welcome back to another Diary of a Financial Advisor segment of "Don't Retire... Graduate!" Joining Eric today is Akram Ibrahim, who brings a unique p...
Wealth-Building Secrets for HENRYs (High Earners, Not Rich Yet)
Welcome back to Don't Retire... Graduate! In today’s episode, we're focusing on a specific group of people: HENRYs, or High Earners, Not Rich Yet. Joi...
From Graduation to Retirement: Andrew Harrell’s Journey as a Financial Advisor
Welcome to another episode of "Don't Retire... Graduate!" where I, Eric Brotman, explore the unique journeys of financial advisors and how they help o...
Special Needs Trusts and Elder Care: What You Need to Know
Welcome back to "Don't Retire... Graduate!" Today, we’re talking about a topic that impacts many families and is often overlooked in financial plannin...
The Evolution and Future of Long Term Care Insurance with Dan Halla
Welcome back to another episode of "Don't Retire... Graduate!" I'm your host, Eric Brotman. In our "Diary of a Financial Advisor" segment, we introduc...
Breaking Generational Poverty with Jasper Smith: Curiosity, Financial Education, and Building Wealth
Welcome back to "Don't Retire... Graduate!" On this episode, we're thrilled to welcome Jasper Smith, a dedicated financial educator and visionary behi...
Balancing Budgets While Becoming a Dad: Diary of a Financial Advisor
Welcome back to Don't Retire... Graduate!: the podcast that invites you to rethink what retirement really means.
In ou...
Saving on College: Mastering the College Financial Aid Game with Dr. Kuni Beasley
Welcome back to Don't Retire... Graduate!: the podcast that invites you to rethink what retirement really means.
In to...
From Immigrant Roots to Investment Committee Chair: Diary of a Financial Advisor
Welcome back to another episode of "Don't Retire... Graduate!" I'm your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passiona...
Smart Financial Moves for 2025: Tax Policies, Investing, and Retirement with Joe Saul-Sehy
Welcome to the premiere of the sixth season of "Don't Retire... Graduate!" I'm your host, Eric Brotman, and I'm thrilled to be back after a year-long...