Wealth Marathon Podcast S1 Ep5: How to Choose the Right Financial Advisor and Why Estate Planning Isn’t Just for the Rich with Eric D. Brotman

Eric Brotman, CEO of BFG Financial Advisors, discusses the importance of financial literacy and estate planning. He emphasizes the need for open communication about money and the importance of having basic estate planning documents in place. Brotman also provides insights into choosing a financial advisor, including asking about their compensation structure, understanding who they are beholden to, and ensuring they have experience working with clients similar to you. He highlights the importance of being financially literate and not being afraid to ask questions and research advisors. Brotman also addresses the challenges of obtaining certifications like the CFP and emphasizes that competence and integrity are more important than certifications. In this conversation, Eric Brotman and Brighton Gbarazia discuss the importance of financial literacy and retirement planning. They explore the role of credentials in financial advising and emphasize the need for advisors to prioritize their clients’ best interests. They also discuss the concept of retirement and challenge the idea that one must wait until a certain age to start living the life they want. Eric shares advice for future financial success, including the importance of surrounding oneself with knowledgeable and diverse individuals. He also highlights the significance of time and the value of making the most of life’s adventures.
About Eric Brotman
Eric D. Brotman, CFP™, AEP, CPWA is a financialadvisor, wealth manager, mentor, and host of the podcast Don’t Retire…Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years.
Eric believes that financial literacy is the key to well-being and is on a mission to help families and professionals achieve financial freedom. As part of his mission, he has served as an adjunct faculty member at Stevenson University, teaching the Certified Financial Planner curriculum to graduate students. In addition, he is serving on the Board of Trustees for the Maryland State Retirement and Pension System as an appointee of Governor Larry Hogan and he has testified before the Maryland Senate in favor of financial literacy education.
Book: Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age
Website: www.bfgfa.com
Podcast: www.brotmanmedia.com
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