Don't Retire...Graduate!

De: Evergreen Podcasts
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  • Resumen

  • Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about stepping into a life filled with purpose, joy, and fulfillment. Whether you're on the brink of retirement or just starting to think about it, this podcast will help you discover what it takes to not just survive, but thrive in your post-career years. We’ll explore how to live a fun, productive, and meaningful life by setting new goals, pursuing passions that light you up, and building a legacy that truly reflects who you are. Each episode features in-depth conversations with a diverse range of guests—from award-winning authors and financial experts to influencers and everyday people with remarkable money stories. Together, we’ll uncover strategies for reaching financial independence, managing your wealth, and making informed decisions that support your dreams. You’ll learn practical tips on everything from saving money and paying down debt to raising financially literate children and growing your wealth at any age. From personal finance and investing to retirement readiness, taxes, and more, we’re here to provide the knowledge and tools you need to confidently step into this exciting new phase of life. Topics include everything from budgeting, credit, and debt to health savings accounts, insurance, social security, the FIRE movement, and the latest in fintech and finance apps. But we don’t stop at finances. Don’t Retire… Graduate! also dives deep into the emotional and psychological aspects of retirement. We’ll discuss how to maintain your mental and physical health, nurture relationships, and stay connected to your community. You’ll gain insights on how to design a lifestyle that keeps you engaged, curious, and excited about the future. Our mission is to help you figure out what you want to be when you grow up—even if you’re already grown. We believe that work should become optional, not just because you've reached a certain age, but because you’ve achieved the freedom to choose how you spend your time and energy. Whether it’s volunteering, starting a new hobby, traveling the world, or launching a second career, this podcast is your guide to creating a retirement that’s anything but retiring. In addition to full episodes, we offer bonus content every other week where you get to meet the team of financial advisors at BFG Financial Advisors and hear their real stories from the frontlines of financial planning. Retirement is not the absence of work, but the absence of needing to work. So why not graduate into a life of purpose, passion, and financial freedom? Tune in to Don’t Retire… Graduate! and let’s make your retirement the best years of your life.
    All Rights Reserved 2022-25
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Economía Finanzas Personales
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Episodios
  • Behind the Scenes at BFG: Beth Nori on Tax Planning and Financial Advisor Life

    Behind the Scenes at BFG: Beth Nori on Tax Planning and Financial Advisor Life
    Apr 24 2025
    Welcome back to Don’t Retire… Graduate! Today’s episode takes you behind the scenes of the financial planning world with an in-depth look at what it means to be a financial advisor dedicated to serving clients’ best interests—sometimes from out of the spotlight. I’m joined by Beth Nori, a talented and detail-oriented CFP practitioner from BFG, who has been with our team for over eight years. While Beth isn’t always sitting across the table from clients, her impact is felt in every plan we create through her commitment to preparation, tax strategy, and precise behind-the-scenes work. In our discussion, Beth and I explored her unique career journey, from her early days in big financial firms in the D.C. area, to her move to the Baltimore region, and ultimately, to her embrace of the tight-knit culture at BFG. We dove into the differences between working at large firms and smaller, family-feel companies, and Beth shared how the close relationships and personal growth opportunities here propelled her forward—especially in taking on some of the technical aspects of planning that many advisors shy away from. One of the highlights of our conversation was Beth’s focus on tax planning. As someone who thrives on details and enjoys crunching numbers, she’s leaned into the challenge of collaborating with CPAs, reviewing tax returns, and seeking new educational opportunities to bridge the gap between financial planning and tax expertise. Her journey serves as a testament to the value of playing to your strengths and finding your niche within the advisory profession. Beth’s story is not only about technical excellence, but also about purpose, passion, and finding fulfillment by helping others succeed—even if that means you’re supporting from behind the curtain. Whether you’re an aspiring advisor, a planner seeking your specialty, or simply intrigued by what happens “backstage” in financial planning, Beth’s insights are sure to resonate. 5 Key Takeaways: Behind-the-Scenes Excellence: Beth’s work in meeting preparation and plan analysis ensures every client interaction is informed, meaningful, and personalized, proving that vital contributions don’t always happen in the limelight. Finding Your Niche: By embracing the detail-oriented, technical side of planning—especially in areas like tax analysis—Beth illustrates the importance of discovering and thriving in your professional “lane.” The Value of Small-Firm Culture: Beth emphasizes the family atmosphere at BFG, where close relationships and ongoing growth are possible, highlighting how firm size and culture can shape advisory careers. Tax Planning as a Differentiator: Tackling areas like tax planning not only brings immense value to clients (everyone loves saving on their tax bill!) but also sets planners apart, especially when they’re willing to work collaboratively with CPAs. Continuous Learning: Beth’s commitment to additional tax education, through specialized courses for accumulators, retirees, and end-of-life planning, underscores the importance of lifelong learning in serving clients’ evolving needs. Join us as we pull back the curtain on financial advising, uncover new career possibilities, and celebrate the professionals who make financial independence possible for so many families. Don’t forget to subscribe, rate, and share this episode to help others discover their own path to financial freedom and fulfillment! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 m
  • Multifamily Real Estate Investing: Risks, Rewards, and Getting Started with Veena Jetti

    Multifamily Real Estate Investing: Risks, Rewards, and Getting Started with Veena Jetti
    Apr 17 2025
    Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of real estate investing, with a special focus on multifamily properties. Joining us is Veena Jetti, founding partner of VIVE Funds, a commercial real estate firm known for curating conservative investment opportunities. Veena's expertise in driving corporate strategy and leveraging cutting-edge technologies makes her a leading voice in this complex field. Throughout our conversation, Veena and I explore the intricacies and challenges of real estate investing, particularly for financial advisors who often lack specific expertise in this area. We explore the dichotomy between professional investors and do-it-yourself enthusiasts, highlighting the expertise required to navigate real estate successfully. Veena shares her journey from working in corporate real estate to managing a billion-dollar multifamily portfolio and offers insights into the risks and rewards of the industry. One of the key insights from our discussion is Veena's perspective on whether real estate always appreciates in value. Despite market fluctuations, she argues that real estate trends upward over long periods, emphasizing the importance of understanding market cycles and being prepared for downturns. We also touch on ethical concerns, with Veena expressing the significance of being a responsible investor while discussing the potential impact of large corporations owning substantial property segments. 5 Key Takeaways: Real Estate as a Long-Term Investment: Veena asserts that while the real estate market experiences cycles, it generally appreciates over long periods. Successful investors must have the patience and resources to weather downturns. The Role of Expertise: Investing in real estate, particularly multifamily properties, requires significant expertise and active management. Veena emphasizes that it's a full-time endeavor, not a side hobby. Ethical Real Estate Investing: Veena highlights the importance of ethical practices in real estate, pointing out the responsibilities of investors to prioritize community revitalization and provide quality housing. Opportunities for Passive Investors: While active investment in real estate is complex, there are opportunities for those seeking passive income through firms like VIVE Funds, requiring accreditation and significant initial investment. Impact of Large Corporations: The growing trend of large private equity firms owning multiple single-family homes poses a challenge for individual homebuyers, potentially reshaping the housing market landscape. Join us as we uncover the nuances of real estate investing with Veena Jetti. Subscribe, rate, and share this episode as we empower you to achieve a purposeful and prosperous retirement! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 m
  • Camden Roots to Financial Growth: Shakirrah Clarke Gunther's Inspiring Journey

    Camden Roots to Financial Growth: Shakirrah Clarke Gunther's Inspiring Journey
    Apr 10 2025
    Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we dive into the journey of a dedicated financial professional who rose from humble beginnings to making impactful strides in the financial services industry. Joining us on the podcast is Shakirrah Clarke Gunther, a Client Service Associate at BFG Financial Advisors. Shakirrah brings over thirteen years of experience to the table, possessing a passion for uplifting her clients from financial literacy to financial freedom. As an individual hailing from a challenging upbringing in Camden, New Jersey, she has become a beacon of motivation for her community and family, striving to break the chains of poverty with her expertise and empathy. In our conversation, Shakirrah candidly shared her life story, providing insights into her journey from an urban setting defined by scarcity, to becoming an integral part of a firm that values a familial workplace culture. She discussed her commitment to not only growing within her career but also contributing to the growth of others by sharing the knowledge she accumulated through her personal and professional experiences. From overcoming shyness to stepping into the financial spotlight, Shakirrah's tale is one of resilience and transformation. We explored her evolving relationship with money—how she transitioned from living paycheck-to-paycheck to prioritizing long-term planning. Shakkirah emphasized the importance of having a supportive network, citing how her current role at BFG offers the environment she needs to thrive and expand her horizons. 5 Key Takeaways: Valuing a Family Environment: Shakirrah highlighted how the sense of belonging and support at BFG Financial Advisors has been instrumental in her professional satisfaction, allowing her to overcome personal barriers and focus on growth. From Scarcity to Strategic Planning: Growing up in poverty-stricken Camden, Shakirrah has shifted her financial mindset from one of immediate survival to embracing long-term strategic planning for her future. Embracing Growth Opportunities: Despite her admitted shyness, Shakirrah underscores the significance of stepping out of comfort zones and seizing opportunities for personal and professional development, such as being involved in podcasts and other innovative platforms. Community Impact: Shakirrah is driven by a desire to be a pillar in her community, acting as a role model and resource for younger generations, showing them the potential that exists beyond their immediate circumstances. Money Mindset Evolution: Shakirrah's journey reflects a transition from viewing money as a finite resource to understanding its potential to work sustainably for her, encapsulated in her goal to ensure her money is working towards her future independence. Join us for this inspiring episode as we follow Shakirrah's path toward financial empowerment and learn how she leverages her experience to impact her life and the lives of others positively. Don’t forget to subscribe, rate, and share this episode to inspire those around you! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 m
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