#36 - Graduate Into the Money Life You Want with Eric Brotman

Author: Chelsea M. Williams
Published: Wed 13 Aug 2025
Episode Link: None

In this thought-provoking episode, I sit down with seasoned financial advisor and author Eric Brotman to rethink the traditional path to retirement. With over three decades of experience, Eric shares how financial planning has evolved, why retirement is an outdated goal, and how you can build a more fulfilling and financially independent life—on your own terms.

Key Highlights:

Retire the word “retirement” — why financial independence is a more empowering goal
How shame, procrastination, and mental blocks prevent financial progress
Simple, automated strategies for managing your money with less stress
The case for doing meaningful work for life, not quitting early
Why personalized planning matters more than income or net worth

If you're ready to challenge old beliefs and create a financial future aligned with your values, this episode is a must-listen. Listen now and start redefining what success looks like for you.

Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $800,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name.

Eric Brotman's Links:

Eric's Book, Don't Retire... Graduate!