In this episode of the podcast, Michael Sherlock interviews financial expert Eric Brotman, CFP, AEP, CPWA is the CEO of BFG Financial Advisors, who redefines retirement as “graduation.” They discuss the evolving landscape of financial literacy and the importance of strategic planning for a fulfilling life beyond traditional work. Brotman shares insights from his journey, including his belief that accessible financial education is crucial, as highlighted in his book, Don’t Retire, Graduate.

Throughout the conversation, Brotman emphasizes key wealth-building principles, such as avoiding adverse debt, implementing risk management strategies like life insurance, and the importance of paying oneself first. He also explains the advantages of Health Savings Accounts (HSAs) over Flexible Spending Accounts (FSAs), showcasing how HSAs can serve as effective long-term savings tools.

The duo reflects on personal growth, highlighting the value of diverse perspectives and teamwork in fostering innovation. Brotman advises entrepreneurs on the necessity of self-care and mindfulness to prevent burnout, advocating for work-life integration rather than the elusive balance. Their engaging dialogue combines practical financial tips with personal anecdotes, leaving listeners inspired to take charge of their financial journeys.

Eric’s Books:

Don’t Retire…Graduate! Building a Path to Financial Freedom and Retirement at Any Age https://amzn.to/3jbFUAl

Retire Wealthy: The Tools You Need to Help to Build Lasting Wealth – On Your Own or With Your Financial Advisor https://amzn.to/30fkT0h

Learn More:

Free Resources: http://www.brotmanmedia.com

Website: http://www.bfgfa.com/

Email: ebrotman@bfgfa.com

Phone: 410-252-4555

Catch us next time for another episode of the Shock Your Potential Podcast!

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Who is Michael Sherlock?

Don’t be fooled by the name, the hair color, or crazy shoes. Michael Sherlock is serious about business. She is dedicated to creating positive, productive, and profitable workplaces, and helping individuals and businesses unlock their ultimate potential.

Before launching her global training company, “Shock Your Potential”, Michael was Vice President of US Sales for two multi-national medical device companies, responsible for net revenue exceeding $75 million and as many as 500 employees at a time. Michael has been referenced in Forbes, quoted in Yahoo Finance and is a frequent media expert concerning hiring and employee management on local and national news outlets such as 6ABC in Philadelphia, ABC 13 in Houston, Daily Blast Live, and more.

Michael is a two-time best-selling author and recently released her third book, in a totally unique format, Operation Fred – What a Street Cat Taught Me About Leadership. Her fourth book, The Enlightened Workplace will be released in 2025.

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Have you met Fred? Buckle up for an adventure with Fred, the feline friend who’s here to show you how leadership, friendship, and life lessons can be as delightful as a catnap in a sunbeam!

Welcome to Operation Fred—an online book bursting with 25 chapters of feline wisdom and fun. Each chapter is a purr-fectly crafted tale paired with a leadership and life lesson that will leave you purring for more.

Curious about what Fred has to share? Dive into Chapter One and Lesson One, now available on our website. Link: https://thefredchronicles.com/about-fred/

Get ready to be whisked away into a world where business smarts meet cat charm!

Learn more: https://thefredchronicles.com/

Get ready to be whisked away into a world where business smarts meet cat charm!