We need to get interested in financial education if we want to be able to look forward to our retirement. Financial education is key to a happy, fulfilling retirement
Eric Brotman’s love of financial literacy is infectious. He believes that we need to get kids interested in money is key to getting their financial future off on the right foot. Eric says,”You don’t want to end up old and broke.” Listen to Eric Brotman’s take of how to look forward to your retirement.
Eric D. Brotman, CFP®, AEP®, CPWA® is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners. Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.
Mr. Brotman’s practice includes clients ranging from individuals to multigenerational families throughout the United States. He represents numerous small businesses and medical practices and frequently gives seminars and workshops for companies, membership organizations, and fellow financial advisors. He has been a featured speaker for educational and career conferences, where he has addressed groups as large as 1,500 people on topics related to financial planning, business succession planning, and entrepreneurship.
Mr. Brotman’s most recent book will build your financial education, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, was published in 2014 by AuthorHouse.
Eric wants us all to be able to look forward to our retirement.
Hear Eric’s tips on why financial education is key
- Avoid adverse debt.
- Spend less than you make.
- Build a risk management plan.
- Diversify your investments.
- Maintain a current estate plan.
- Assemble an advisory dream team.
3:00 Introduction to Eric Brotman
3:30 Best time to get advice
4:20 Are you graduating into retirement?
7:30 Financial literacy should be taught in schools
11:30 Have the Retirement conversation
17:00 Don’t have to keep up with the Jonses
19:30 Discuss finances with adult children and parents24:00 Contact Eric Brotman
Connect with Eric online.
Have you listened to the last episode of Retire Well Retire Happy Podcast?
Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.