Don't Retire... Graduate! Workbook - Brotman, Eric D.
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Start planning for financial independence NOW. Planning for your future doesn't have a hard start date. It's not something you do at 25 or 45 or 65. It's a journey that begins right now and continues throughout your life. This book makes it easy-no matter where you're starting from. With detailed and digestible instructions starting from nearly every point--whether you're just starting to save money, are getting out of debt, have already started investing, or are only a few years from retirement-Don't Retire... Graduate! will have you taking baby steps and giant leaps in your financial plan.…mehr

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Produktbeschreibung
Start planning for financial independence NOW. Planning for your future doesn't have a hard start date. It's not something you do at 25 or 45 or 65. It's a journey that begins right now and continues throughout your life. This book makes it easy-no matter where you're starting from. With detailed and digestible instructions starting from nearly every point--whether you're just starting to save money, are getting out of debt, have already started investing, or are only a few years from retirement-Don't Retire... Graduate! will have you taking baby steps and giant leaps in your financial plan. Get the education you've been missing and learn: The three creative strategies to see your debt balance drop while still increasing your wealth. How your risk management plan can protect your financial castle and all who live in it. The 12 relationship questions to determine if you should keep or break up with your financial advisor. How to maximize your peak earning years with a crash course in retirement accounts and IRAs. PLUS 21 extra credit assignments in risk management, financial independence, debt and cash management, and more will take you to the top of the class! Designed like a college curriculum (without the grades and homework), this guide offers a full syllabus of courses that will help you advance, not retreat, into the perfect retirement plan for you. If you like easy-to-use guides, turning financial challenges into opportunities, and retirement planning like you've never seen before, you'll love Don't Retire... Graduate!
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Autorenporträt
Eric D. Brotman, CFP®, AEP®, CPWA®, is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services. Eric holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his Certified Financial Planner¿ (CFP®) certification in 1998 and completed his master's degree in financial services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Eric is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services. Eric is presently serving on the Board of Trustees for Bryn Mawr School in Baltimore, Maryland. He previously served two four-year terms on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of former Governor Larry Hogan, and on the Business Advisory Council for former Comptroller, Peter Franchot. Eric served on the Board of Trustees and as Chairman of the University Advancement Committee at Stevenson University. He is a 2006 alumnus and former board member of Leadership-Baltimore County, a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council and the Investments and Wealth Institute. In addition to BFG Financial Advisors, Eric founded Brotman Consulting Group, LLC, which collaborates with other financial advising firms to amplify their practices and create influence, and Brotman Media Group, LLC, which focuses on creating and distributing educational resources to help spread financial literacy throughout the community. Eric hosted the Don't Retire...Graduate! podcast which has over 100 episodes available on all major podcast platforms. He has published three books on personal finance: Don't Retire...Graduate! Building a Path to Financial Freedom and Retirement at Any Age in 2020, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth - On Your Own or With Your Financial Advisor, in 2014, and Debt-Free for Life: The Tools You Need to Free Yourself from Debt, in 2009. Eric has appeared on dozens of occasions on television on 11 News Sunday Morning on WBAL in Baltimore and has been a sought-after speaker on personal finance topics. He frequently hosts financial wellness programs for companies and membership organizations and delivers educational workshops and facilitates professional groups for fellow financial advisors.