Najlepsze podcasty z kategorii: Eric Brotman (2024)

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Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go 1:08:08

8d ago1:08:08

1:08:08

Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric 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 comprehen…

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Guiding Children Through Divorce: Emotional and Financial Strategies with Marcus Higgs 28:46

1d ago28:46

28:46

Jamie M. Lima welcomes Marcus Higgs to explore the complexities of divorce, focusing on children's reactions and the importance of building trust. Marcus shares insights on teaching financial principles to children and managing emotions and relationships during this challenging time. They discuss the scientific definition of hope and its role in em…

1
Working Through Learning Disabilities and Fighting for Truth with Jason Pike 26:09

2d ago26:09

26:09

Join the conversation! Send Magic a text here! Magic Barclay interviews Lieutenant Colonel Jason Pike, a decorated combat veteran with 31 years of service in the United States Army. Jason shares his challenging journey of multiple overseas deployments, surviving intense military training, and facing numerous investigations and arrests. He talks abo…

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Mastering Financial Control and Rebuilding After Divorce with Connor Tyson 30:02

9d ago30:02

30:02

Jamie M. Lima welcomes Connor Tyson to discuss navigating the financial landscape during divorce. Connor shares his personal challenges and professional background, offering insights into a 3-stage coaching process designed for financial control. They discuss understanding asset ownership, tackling divorce debts, and prioritizing wise counsel. The …

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Law of Attraction, Gratitude and Manifestation with Blair Abee 14:14

9d ago14:14

14:14

Join the conversation! Send Magic a text here! Today I welcome Blair Abee, an expert in higher consciousness meditation. Discover Blair's journey in developing powerful meditation techniques and his extensive benefits for mental, emotional, physical, and spiritual well-being. Learn how to access your higher self and achieve wealth through spiritual…

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Humanizing Personal Finance with David Steele 27:59

10d ago27:59

27:59

We focused on humanizing personal finance and financial planning, the importance of understanding our motivations and how to do it, building a firm based on vision and purpose, versus short-term results, and why perfect isn’t the goal, with David Steele, CEO of One Wealth Advisors and entrepreneur. Listen to hear a difference-making tip on why sett…

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Build Wealth Like a Millionaire with TJ van Gerven 34:42

11d ago34:42

34:42

What do the rich know about money that the average person doesn’t? What would your financial future look like if you could get world-class investing advice? What do the wealthy know about building a passive income stream that you could learn? In today’s episode of Get Your FILL, Financial Independence & Long Life, Investor to the stars, TJ van Gerv…

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Navigating Divorce, Career Shifts, and Financial Planning with Lara Buelow 31:04

16d ago31:04

31:04

Jamie M. Lima is joined by Lara Buelow to explore the intersection of divorce, career transitions, and financial planning. Lara shares her personal experiences and insights from her upcoming book, offering advice on assessing financial risk tolerance and managing life shifts. They discuss the WOOP goal-setting framework, the cost of divorce, and th…

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From Survive to Thrive Through Metabolic Health with Allie Cass 23:49

16d ago23:49

23:49

Join the conversation! Send Magic a text here! Join Magic Barclay in an insightful episode of A Magical Life featuring Allie Cass, a former pro bodybuilder turned functional health and fitness coach. Allie shares her transformation journey and offers wisdom on optimizing metabolism, mindset, and holistic health. Discover her top three wealth-buildi…

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Board Management with Kevin White 28:52

17d ago28:52

28:52

We focused on proper board management, developing executive presence as a Founder and leader, the important growth considerations of buy-side and sell-side companies, managing an influx of institutional capital, and why trust is everything, with Kevin White, Founder and Managing Director with Exbo Group. Listen to hear a difference-making tip on wh…

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Hit Franchise Gold with Adam Goldman 35:09

17d ago35:09

35:09

Have you ever thought of buying a franchise? Do you have a business that you’ve considered franchising? Wondering how to take that next step? In today’s episode of Get Your FILL, Financial Independence & Long Life, Adam Goldman, a successful franchisee and franchisor, shares his extensive experience with buying and selling franchise businesses. Wat…

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The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month 1:10:47

22d ago1:10:47

1:10:47

Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. Streamline currently manages over $450 million in assets for 250 client households. In a Nutshell: Digital marketing isn't about trying to strike lighting and "go viral," although that certainly helps! The advisors I've talked to who have mastered YouTube, LinkedIn…

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High Net Worth Divorce: Litigation vs. Mediation, Cybersecurity, and Asset Division with Jonathan Steele 31:07

23d ago31:07

31:07

Jamie M. Lima and Jonathan Steele dive into the complexities of high net worth divorce cases. Jonathan shares his expertise in family law, highlighting the challenges and considerations unique to these divorces. They discuss the decision-making process between litigation and mediation, and the intricacies of financial decisions and asset division, …

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Progress is Healthier than Perfection with Sheila Carroll 20:59

23d ago20:59

20:59

Join the conversation! Send Magic a text here! Dive into an inspiring chat with pediatrician and weight coach Sheila Carroll. Learn why progress trumps perfection, how to cultivate wealth beyond finances, and the power of mindset in health and weight management—all in a refreshingly practical approach. • "Progress not perfection" in health • Real w…

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AI and the Stock Market with Andrew Einhorn 24:47

24d ago24:47

24:47

We focused on AI and the stock market, how AI can and is improving investing, investing in stocks versus indexes, understanding what moves stock prices and how to capitalize on opportunities, with Andrew Einhorn, Founder and CEO of LevelFields, an org using AI to improve investing. Listen to hear a difference-making tip on how to invest in covered …

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Legal Tax Hacks with Tatiana Tsoir, CPA, MBA 52:16

24d ago52:16

52:16

Are you a small business owner or real estate investor whowants to save money on taxes?Do you resent having the IRS on your payroll? Do you want to pay less tax but fear getting audited? On this week’s episode of Get Your FILL – FinancialIndependence & Long Life, CPA and Tax Advisor, Tatiana Tsoir, explains how the tax law favors small business own…

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Money Matters 323- Avoiding Financial Pitfalls for New Widows W/ Alexandra Armstrong and Mary Donahue 26:15

27d ago26:15

26:15

Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how widows can navigate their financial futures while copi…

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Empowering Women's Financial Literacy and Long-Term Planning During Divorce with Dr. Barbara Provost and Maggie Nielsen 35:22

30d ago35:22

35:22

Jamie M. Lima is joined by Dr. Barbara Provost and Maggie Nielsen to discuss financial empowerment for women facing divorce. They explore Purse Strings LLC's mission and the unique financial challenges women encounter. The conversation highlights the importance of selecting the right financial professional and understanding the roles of CDFA and CD…

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Financial Literacy with Jeff Panik 27:49

1M ago27:49

27:49

We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Jeffrey Panik, CFP , MSFS, CRPS, Principal with Balance Wealth Partners, and author. Listen to hear a difference-m…

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Develop a Wealthy Attitude with Travis Freeman 37:39

1M ago37:39

37:39

What separates a wealthy person from the rest of us? Can you change your mindset to attract wealth?What steps can you take to find wealth early in life? In this week’s episode of Get Your FILL – Financial Independence & Long Life, Certified Financial Planner, Travis Freeman, shares his rags-to-riches story along with important lessons that he’s lea…

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Homeownership, Real Estate, and Financial Strategies During Divorce with Ed Parcaut 35:18

1M ago35:18

35:18

Jamie M. Lima is joined by Ed Parcaut to delve into the intricacies of homeownership and real estate during a divorce. They explore the current real estate market outlook, addressing housing shortages and fluctuating interest rates. Ed shares financial strategies for navigating divorce, with a focus on credit and property division. The discussion i…

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Perfect is Boring, Movement is Everything with Fitz Koehler 22:58

1M ago22:58

22:58

Join the conversation! Send Magic a text here! Today's guest is Fitz Koehler, a fitness professional, author of the Cancer Comeback series, and race announcer. Fitz discusses her role in major U.S. marathons, making fitness fun, and integrating physical, emotional, and spiritual health. She shares advice on wealth management, emphasizing debt avoid…

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Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self 51:00

1M ago51:00

51:00

Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted to attract other like-minded outdoor enthusiasts so h…

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How to Retire with Eric Brotman 25:36

1M ago25:36

25:36

We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Eric Brotman, CEO of BFG Financial Advisors, author and speaker. Listen to hear a difference-making tip on the imp…

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Make Midlife Your Best Life with Kathy Batista 34:28

1M ago34:28

34:28

Women – are you looking forward to your mid-life?Does the idea of aging fill you with excitement?It should! In this week’s episode of Get Your FILL – Financial Independence & Long Life, mood, mindfulness and mindset coach, Kathy Batista, shares strategies for making your mid-life your best life. Watch the video: https://youtu.be/rJiBf2mx4wA About K…

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Recovery from Addiction, Mental Health Through Coaching and Intervention with Tricia Parido 22:25

1M ago22:25

22:25

Join the conversation! Send Magic a text here! Today I'll visit with Trisha Parado, a recovery lifestyle enthusiast and professional life interventionist, on her approach to helping individuals overcome life challenges through emotional intelligence and practical strategies. Trisha explains her role in assisting clients to manage their mental and e…

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Financial Planning, Prenups, and Post-Divorce Recovery Strategies with Eric Brotman 33:37

1M ago33:37

33:37

Jamie M. Lima welcomes Eric Brotman to discuss the multifaceted impacts of divorce. They delve into the emotional and financial repercussions, emphasizing the importance of financial planning and prenuptial agreements. The conversation covers prenups, title governance, and the role of financial literacy. They explore asset division, taxes, insuranc…

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Self Care, Setting Boundaries and Creating Balance with Kathryn Glendon 24:38

1M ago24:38

24:38

Join the conversation! Send Magic a text here! Today I'm visiting with Kate Glendon, a Certified Professional Life Coach (CPC) who specializes in helping women overcome confidence issues. She specializes in turning around negative thoughts and actions from having it all... the best personal and professional life they desire. Her mission is to empow…

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The Sustainable Family Office with Scott Saslow 24:24

2M ago24:24

24:24

We focused on building a sustainable office, the role impact investing can play in that process, why a focus on the social and emotional aspects of business can lead to greater success, and why so few family offices make it from one generation to the next, with Scott Saslow, Entrepreneur, Investor, and author. Listen to hear a difference-making tip…

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Hemp, CBD and the Truth Behind Toxicity with Inesa Ponomariovaite 26:32

2M ago26:32

26:32

Join the conversation! Send Magic a text here! Today's guest is Inesa Ponomariovaite, the founder and CEO of Nesa's Hemp, about the transformative potential of CBDa oil. Inesa shares her personal journey that began with her mother's cancer diagnosis and led her to discover and develop a unique, full-spectrum CBDa oil that preserves all the healing …

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Discover Your Innate Strengths with Hugh Massie 46:16

2M ago46:16

46:16

Do you believe that people have innate talents?Can you match employees with jobs to best effect?Does your attitude about money predict your success? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Hugh Massie, Executive Chairman and Founder of DNA Behavior, shares how understanding our hard-wired patterns of thought inf…

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Money Matters Episode 322- Life Planning, Mindfulness, and the Future of Fiduciary Advice W/ George Kinder 26:46

2M ago26:46

26:46

Unlocking Financial Freedom with George Kinder: Life Planning, Mindfulness, and the Future of Fiduciary Advice In this episode, we sit down with financial expert and visionary George Kinder, known for his revolutionary approach to financial advising through "Life Planning." George shares how aligning your finances with your deepest life goals can u…

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Navigating Divorce Stigma, Co-Parenting, and Financial Decisions with Julia Hoffman 41:29

2M ago41:29

41:29

Jamie M. Lima introduces Julia Hoffman, who shares her personal experiences with divorce. They discuss the cultural stigma and personal challenges faced during divorce, focusing on co-parenting dynamics and societal expectations. The importance of collaborative divorce and post-decision work is highlighted, along with building a support system. The…

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A Better Alternative to Retirement with Eric Brotman 23:33

2M ago23:33

23:33

Join the conversation! Send Magic a text here! Today I'm visiting with Eric Brotman, the CEO of BFG Financial Advisors and the host of the 'Don't Retire, Graduate' podcast. With over 25 years of experience in the financial sector, Brotman discusses the detrimental effects of traditional retirement on one's health and wellbeing, advocating instead f…

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Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig 53:08

2M ago53:08

53:08

In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there's no drop in service. Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometim…

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Stick to the Plan with Adam Koós 24:55

2M ago24:55

24:55

We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management. Listen to hear a difference-maki…

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Don’t Retire, Graduate, with ⁠Eric D. Brotman, CFP®, AEP®, CPWA®⁠ 41:29

2M ago41:29

41:29

Do you have a plan for your second chapter?What does retirement look like for you?Can you imagine life beyond your current 9-5 job? In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these c…

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How To Calm the Nervous System to Alleviate Stress, Pain, Anxiety and Surgery with Dr. Amy Novotny 31:23

2M ago31:23

31:23

Join the conversation! Send Magic a text here! Today I visit with Dr. Amy Novotny, founder of the PABR Institute, which aims to provide natural relief for pain, stress, and anxiety. Dr. Novotny shares insights from her extensive background in orthopedics, sports, geriatrics, and chronic pain, explaining her unique method that combines pain awarenes…

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Money Matters Episode 321- Outsmarting The Money Magicians W/ Chris Manske 31:32

2M ago31:32

31:32

In Episode 321 of Money Matters, host Christopher Hensley is joined by Christopher Manske, founder of Manske Wealth Management. Christopher, a former U.S. Army captain and Merrill Lynch financial trainer, brings his extensive knowledge to the conversation, sharing key strategies for building wealth through disciplined saving. He emphasizes the impo…

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Conflict Resolution and Emotional Recovery During Divorce with Kat Newport 23:21

2M ago23:21

23:21

Jamie M. Lima introduces Kat Newport, highlighting her journey into conflict resolution. They discuss understanding priorities and setting agendas with empathy, as well as strategies for minimizing conflicts and building a supportive network. Kat shares insights on dealing with emotional burnout, rebuilding relationships post-divorce, and preventin…

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Hemp for Healthy Bodies and a Healthy Planet with Dr. Emeka Aludogbu 22:05

2M ago22:05

22:05

Join the conversation! Send Magic a text here! Today's guest is Dr. Emeka Aludogbu, a sports medicine doctor and entrepreneur with over a decade of experience working with elite athletes in the NFL, NBA, Olympics, and MLB. Dr. Emeka discusses his holistic approach to health, emphasizing the importance of addressing the root cause of physical, emoti…

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How To Fully Inhabit Yourself with Yogi Aaron 24:09

2M ago24:09

24:09

Join the conversation! Send Magic a text here! Today's guest Yogi Aaron discusses his unorthodox approach to yoga which focuses on avoiding traditional stretching and prioritizing muscle activation to live pain-free. Aaron, a well-regarded yoga teacher and the creator of Applied Yoga Anatomy and Muscle Activation, shares insights on how chronic pai…

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The Value of Time with Travis Freeman 24:21

2M ago24:21

24:21

We focused on the value of time, how to understand how much your time is worth, when to take calculated risks and when to avoid them, the danger of a steady paycheck, and how to deal with complexity, with Travis Freeman, CFP, Partner with Moneta, and author of The Fortune of Youth. Listen to hear a difference-making tip on the necessity of making p…

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Think Like the Rich with Timothy Clifford 45:43

2M ago45:43

45:43

Can you think your way to wealth?Do rich people think differently?Can you learn the secret? On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself. Connect with Tim: www.planassist.co…

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Money Matters Episode 320- Gen X Guide to Early Retirement W/ Dalene Higgins 54:55

2M ago54:55

54:55

In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xe…

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Navigating Chaotic Marriages and Financial Implications with Larry Bilotta 34:51

2M ago34:51

34:51

Jamie M. Lima is joined by Larry Bilotta to explore the complexities of relationships involving "chaos kids." They discuss the unique marital challenges and financial implications these individuals face. The conversation covers legal considerations, including mediation, and delves into issues like infidelity, narcissism, and midlife crises. Larry e…

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