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Ep33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA®

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Manage episode 371048622 series 3455033
Content provided by Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.

Key takeaways to listen for

  • Importance of conducting financial check-ups for a better financial future
  • Strategies to get out of debt without resorting to bankruptcy
  • 6 retirement decisions you need to make and when to make them
  • How to maximize retirement benefits by boosting your peak earning years
  • Insights on the future of retirement planning and wealth transfer
  • Wealth-building benefits of alternative investments

Resources mentioned in this episode

About Eric Brotman, CFrP®, AEP®, CPWA®
Eric is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and a regular contributor to Forbes.com.

Connect with Eric

Connect with Us

To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

Follow our social media pages!

Facebook: Monument Real Estate Capital

LinkedIn: Monument Real Estate Capital

  continue reading

58 episodes

Artwork
iconShare
 
Manage episode 371048622 series 3455033
Content provided by Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.

Key takeaways to listen for

  • Importance of conducting financial check-ups for a better financial future
  • Strategies to get out of debt without resorting to bankruptcy
  • 6 retirement decisions you need to make and when to make them
  • How to maximize retirement benefits by boosting your peak earning years
  • Insights on the future of retirement planning and wealth transfer
  • Wealth-building benefits of alternative investments

Resources mentioned in this episode

About Eric Brotman, CFrP®, AEP®, CPWA®
Eric is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and a regular contributor to Forbes.com.

Connect with Eric

Connect with Us

To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

Follow our social media pages!

Facebook: Monument Real Estate Capital

LinkedIn: Monument Real Estate Capital

  continue reading

58 episodes

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