Don't Retire...Graduate!

By Evergreen Podcasts

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Category: Investing

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Subscribers: 11
Reviews: 0
Episodes: 194

Description

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.

Episode Date
Breaking Financial Stereotypes: Money Attitudes and Behaviors in a Diverse World with Cara Macksoud
Aug 24, 2023
Office Hours: Worrying About Retirement in Your 20s
Aug 17, 2023
Love and Money: Financial Planning for Newly Weds
Aug 10, 2023
Office Hours: Financial Advice That's Different Than 10 Years Ago
Aug 03, 2023
From College to Covid to Recession: Navigating Finances in Changing Times with Hassan Thomas
Jul 27, 2023
Office Hours: Money Lessons Learned from Movies
Jul 20, 2023
Building Financial Confidence: Knowing Your Numbers and Unlocking Your Best Life with Marika Stimac
Jul 13, 2023
Office Hours: What You Should Know Before Buying a House
Jul 06, 2023
The One Number Budget: Simplifying Financial Planning for Retirement with John Crane
Jun 29, 2023
Office Hours: How to Open a Roth IRA for Your Child
Jun 22, 2023
Seven Money Milestones: Building and Protecting our Wealth with Troy Holt
Jun 15, 2023
Office Hours: When Should I Start Investing?
Jun 08, 2023
FIRE by AirBNB: Reaching Financial Freedom through Short-Term Rentals with Zeona McIntyre
Jun 01, 2023
Office Hours: How Much Does Money Matter in a Relationship?
May 25, 2023
Embracing Wanderlust: Finding a Way to Live Your Passions with Rachael Schlimmer
May 18, 2023
Office Hours: How to Find Balance Between Saving, Retirement, and Expenses?
May 11, 2023
Cashing Out: Unrigging the Financial Game with Julien and Kiersten Saunders
May 04, 2023
Office Hours: Investing in a 401(k) vs Saving for College
Apr 27, 2023
Male, Pale, and Stale: The Growing Need for Diverse Voices in Finance with Michelle Waymire
Apr 20, 2023
Office Hours: Can Money Buy Happiness?
Apr 13, 2023
FIRE By Real Estate: Advice for Future Real Estate Investors with Tom Brickman
Apr 06, 2023
Office Hours: What Do I Do With My 401(k) When I Change Jobs?
Mar 30, 2023
The Tipped Economy: Bringing Service Industry Employees into the Personal Finance Conversation with Barbara Sloan
Mar 23, 2023
Office Hours: What Should I Do With My Tax Refund?
Mar 16, 2023
Financial Infidelity: Red Flags to Look Out for in a Marriage with Tracy Coenen
Mar 09, 2023
Office Hours: Are Financial Advisors Becoming Obsolete?
Mar 02, 2023
Being a Financial Grownup: The Money Conversations We Should Be Having with Bobbi Rebell
Feb 23, 2023
Office Hours: What Are Fee-Only and Fee-Based Financial Advisors?
Feb 16, 2023
Married to Military: The Financial Challenges Unique to Military Spouses and Families with Lacey Langford
Feb 09, 2023
Office Hours: Shoud I Invest in Stocks or Real Estate?
Feb 02, 2023
Coming Out Of Hiding: A Story Of Recovery And Resilience With Laura Cathcart Robbins
Jan 26, 2023
Office Hours: Will the Stock Market Recover in 2023?
Jan 19, 2023
The Most Hated F Word: Integrating Finance and Happiness with Shaun Maslyk
Jan 12, 2023
Office Hours: Financial New Years Resolutions for 2023
Jan 05, 2023
Your Kids, Their Money: Sparking Financial Conversations and Teaching Finance with Clifton Corbin
Dec 29, 2022
Office Hours: How Financial Planning Differs for Women
Dec 22, 2022
Find Your Voice: Getting Over the Anxiety of Public Speaking and Facing Fears with Dr. Doreen Downing
Dec 15, 2022
Office Hours: Will Social Security Survive for Gen X, Gen Z, and Millennials?
Dec 08, 2022
A Wealth of Joy: Redefining Success and Riches with Tamra Andress
Dec 01, 2022
Office Hours: Using Allowance to Teach Positive Lessons to Your Kids
Nov 23, 2022
What the Fintech? How Technology is Opening the Financial Industry to More Diverse Voices with Nicole Casperson
Nov 17, 2022
Office Hours: Should I Be Using Cash or Credit?
Nov 10, 2022
Find Your Battle Buddy: Helping Veterans Reach Financial Freedom with Dr. Ann James
Nov 03, 2022
Office Hours: Regretting a Big Purchase
Oct 27, 2022
Money Talk with Tiff and Eric: How Money Nerds Are Making Finance Less Boring
Oct 20, 2022
Office Hours: Understanding the 2022 Market Correction
Oct 13, 2022
The Foreign Language of Finance: Overcoming Cultural, Racial, and Gender Biases to Find Financial Success with the Financially Savvy Latina
Oct 06, 2022
Office Hours: Getting Started as a Beginner Investor
Sep 29, 2022
How to Not Lose Money in the Stock Market: Understanding Mainstream Investing with Joseph Hogue
Sep 22, 2022
Office Hours: Equitable Divorce Agreements
Sep 15, 2022
Good, Bad, and Dangerous: The Best and Worst of Financial Advice and Advisors with Joe Saul-Sehy
Sep 08, 2022
Advice for Future Financial Advisors
Sep 01, 2022
A Life Well Lived: Embracing Life by Doing Things You’ve Never Tried Before (Rerelease)
Aug 25, 2022
How Much Do You Need to Save for Retirement?
Aug 18, 2022
Why Are You Happy?: Finding Joy and Strength in the Wake of Tragedy (Rerelease)
Aug 11, 2022
Why Do Financial Advisors Have Asset Minimums?
Aug 04, 2022
Generation Wars: How Millennials, Gen Xers, and Boomers are Planning for Financial Independence Differently (Rerelease)
Jul 28, 2022
Spending Your Assets: Understanding Safe Withdrawal Rates
Jul 21, 2022
Marrying Your Finances: Navigating Engagements, Marriages, and Divorces as a Couple (Rerelease)
Jul 14, 2022
What You Need to Know About Student Loans
Jul 07, 2022
Making it Work: Discovering New Opportunities to Build a Business at Any Age (Rerelease)
Jun 30, 2022
How Much Money Should You Have in an Emergency Fund?
Jun 23, 2022
The Behavioral Investor: How Our Minds and Emotions Can Ruin Our Investment Portfolios with Dr. Daniel Crosby
Jun 16, 2022
Financial Planning for the Do-It-Yourselfer
Jun 09, 2022
M is for Money: Teaching Personal Finance to Kids in School and at Home with Rob Phelan
Jun 02, 2022
Paying Over Asking Price For a House: Good or Bad Idea?
May 26, 2022
True Grit: Blazing a Trail from Homelessness to Award-Winning Financial Educator with Sharita Humphrey
May 19, 2022
Lump Sum or Annual Payments? How Lottery Winners Should Claim their Fortune
May 12, 2022
One Good Thing: Gamifying Your Budget, Playing Financial Tetris, and Learning to Laugh at Money with Emily Guy Birken
May 05, 2022
Employee Benefit Options You Need to Stop Ignoring
Apr 28, 2022
FIRE Success Story: Taking the Trip of a Lifestyle at Age 29
Apr 21, 2022
Is Your Financial Advisor a Fiduciary?
Apr 14, 2022
One Point Better: Gender Differences, Money Histories, and How to Get a Little Better Every Day with the Chief Financial Mom
Apr 07, 2022
Worst Money Mistakes People Make Every Day
Mar 31, 2022
Buying Happiness: Using Money as a Tool to Maximize Your Lifestyle
Mar 24, 2022
Protecting Your Finances from Inflation
Mar 17, 2022
Financial Feminism: Looking at the Big Picture of Gender Equality
Mar 10, 2022
The Pros and Cons of Using a Robo-Advisor for Investing
Mar 03, 2022
Passive Money, Honey: How Passive Income Streams Can Help You Retire Early with Rachel Richards
Feb 24, 2022
Realistic Lifestyle Changes that Save Money
Feb 17, 2022
Stacked: Super Serious Stories About Careers, Crypto, and Getting Rich Quick with Joe Saul-Sehy
Feb 10, 2022
Paying Down Your Mortgage Early vs. Investing Extra Money?
Feb 03, 2022
Good with Money: Talking About and Paying Attention to Money to Stop Being Bad with It (ft. Gaby Dunn)
Jan 27, 2022
How to Say No to Unsolicited Financial Advice
Jan 20, 2022
Debt Free or Die Trying: The Four-Step Process for Digging Yourself Out of Debt (ft. Marcus Garrett)
Jan 13, 2022
Common Expenses We Don't Budget For (But Should!)
Jan 06, 2022
Finding Your Purpose: How to Unlock Your Inner Artist on Your Journey Towards Self-Love
Dec 30, 2021
How to Balance Saving, Retirement, and Expenses in your Budget
Dec 23, 2021
Defeating the Villains: How to Save Your Retirement and Financial Plan from Devastation
Dec 16, 2021
Financial Advisor Red Flags
Dec 09, 2021
Finding Alternatives: Using Commercial Real Estate and Private Equity to Reach Your Financial Independence Goals
Dec 02, 2021
Financial Advice I Wish I'd Never Been Given
Nov 24, 2021
Simple Wealth: How Your Mindset and Core Values Can Grow Your Wealth
Nov 18, 2021
What Would You Do If I Gave You a Million Dollars?
Nov 11, 2021
The Joy of Saving: Strategies to Get You Excited About Saving Money
Nov 04, 2021
Do Free Financial Resources Actually Have Value?
Oct 28, 2021
It’s Time to Stop Complaining: Surviving and Thriving in a State of Collective Trauma
Oct 21, 2021
Should I Pay Off My Girlfriend's Debt?
Oct 14, 2021
Baring it All: Embracing the Intersection of Your Mental Health and Money Journeys
Oct 07, 2021
Investment Strategies that Wealthy People Don't Tell You
Sep 30, 2021
Happiness, Abundance, and Freedom: Changing Your Mindset to Improve Your Life
Sep 23, 2021
How Did You Spend The Summer?
Sep 16, 2021
Starting Early: How to Start Investing in Your Children’s Future
Sep 09, 2021
Setting Yourself Up for Financial Success this Summer
Jun 17, 2021
Being a Money Talker: Talking to Your Kids about Money and Inspiring Entrepreneurship
Jun 10, 2021
Justifying the Cost of Financial Advice
Jun 03, 2021
The Courage of Confidence: Making Gutsy Decisions to Reach your Goals
May 27, 2021
What You Probably Don't Understand About Financial Planning
May 20, 2021
Broadening Your Horizons: Moving Abroad For an Affordable Lifestyle
May 13, 2021
Breaking Up With Your Advisor
May 06, 2021
Winning the Day: Regaining Control of Your Time and Your Life
Apr 29, 2021
Teaching Your Kids About Personal Finance
Apr 22, 2021
Shock Your Potential: Unlocking Your Capabilities in Life and Business
Apr 15, 2021
The Retirement Readiness Checklist
Apr 08, 2021
Marrying Your Finances: What to do Before You Walk Down the Aisle
Apr 01, 2021
Electing Social Security Benefits Strategically
Mar 25, 2021
Breaking Down Barriers: Understanding and Battling Diversity Issues in Finance
Mar 18, 2021
TurboTax or a CPA: Which is Better for Me?
Mar 11, 2021
What Comes Next: Understanding the Legal Process After a Loved One Dies
Mar 04, 2021
Transitioning into a Post-Career Lifestyle
Feb 25, 2021
Just Say Yes: Getting Out of a Routine and Embracing New Experiences
Feb 18, 2021
Opening Roth IRAs for Minors
Feb 11, 2021
Budgets Made Easy: Setting Smart Goals and Getting Yourself Out of Debt
Feb 04, 2021
Risk Tolerance When Approaching Retirement
Jan 28, 2021
Budgeting Debunked: No-Stress Budgeting for Young Adults
Jan 21, 2021
Finding a Financial Advisor in Your 20s
Jan 14, 2021
Financial Planning for All: Financial Tools and Resources You Don’t Need to Be Rich to Use
Jan 07, 2021
Home Equity Loans for College Tuition
Dec 30, 2020
Retire Before Mom and Dad: Making Smart Decisions Early to Reach Financial Freedom
Dec 23, 2020
Investment Strategies for Roth vs. Traditional IRAs
Dec 17, 2020
Your Travel Bucket List: Planning Ahead for a Lifetime of Travel
Dec 10, 2020
Saving Too Much for Retirement
Dec 03, 2020
Changing Your Story: Separating Your Identity from Your Job in Order to Be More You
Nov 26, 2020
What is Single-Premium Life Insurance?
Nov 19, 2020
Becoming You: How to Stop Existing and Start Living
Nov 12, 2020
How to Build Your Wealth
Nov 05, 2020
Combating Dementia: The Financial and Emotional Effects of Alzheimer’s
Oct 29, 2020
Understanding Your Employee Benefits
Oct 22, 2020
Making Money Mainstream: How Financial Therapy Can Take the Taboo Out of Finance
Oct 15, 2020
How You Can Use a Reverse Mortgage
Oct 08, 2020
Health is Wealth: The Importance of Financial Fitness When Building a Business
Oct 01, 2020
Dave Ramsey's Debt-Reduction Strategy
Sep 24, 2020
Resiliency in the Wake of COVID-19: How HSAs and Automated Savings Can Keep Your Retirement on Track
Sep 17, 2020
The Financial Planning Process
Sep 10, 2020
What Do You Want to Do Next?: Continuing Your Career Past Retirement Age
Sep 03, 2020
Moving to Avoid State Taxes
Aug 27, 2020
Your Happiness Portfolio: Finding Balance in Your Retirement
Aug 20, 2020
Finding Financial Resources Online
Aug 13, 2020
We Could Be Doing This Instead: Living a Life That Ignites You
Aug 06, 2020
Responsible Financial Decisions for Seniors in Retirement
Jul 30, 2020
Military Money: How Military Families Can Become Financially Savvy
Jul 23, 2020
Talking to Your Parents About Money
Jul 16, 2020
Rocking Your Retirement: Creating a Retirement That Isn’t All About Money
Jul 09, 2020
Future Changes to Real Estate Investing
Jul 02, 2020
Females and Finance: Being an Ally for Women in a Male-Dominated Field
Jun 25, 2020
The Psychology of Finance
Jun 11, 2020
The Future of Higher Education in the Wake of COVID-19
Jun 04, 2020
Making it Work: Discovering New Opportunities to Build a Business at Any Age
May 28, 2020
The Danger of Panic-Selling Investments
May 21, 2020
Tax Engineering: Finding Ways to Defer Capital Gains Tax to Save Money
May 14, 2020
The Financial Pros and Cons of Returning to Work
May 06, 2020
Retirement in the Wake of COVID-19: Finding Opportunities in the Changing Global Landscape
Apr 30, 2020
So What's the Good News?
Apr 23, 2020
Building Your Bridge to Retirement: Figuring Out Where You Want to Go and How to Get There
Apr 16, 2020
Unemployment Due to COVID-19
Apr 09, 2020
Finding Your Why: The Financial Resources that Fit Your Lifestyle
Apr 02, 2020
Roth Contributions When in a High Tax Bracket
Mar 26, 2020
Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes
Mar 19, 2020
Retirement Income Calculator
Mar 12, 2020
Understanding Medicare Before it’s Too Late with Danielle Roberts
Mar 05, 2020
Student Loans vs. Retirement Planning
Feb 27, 2020
Managing Longevity Risk: How to Not Outlive Your Retirement Income with Dr. Wade Pfau.
Feb 20, 2020
Finding Your Purpose in Retirement
Feb 06, 2020
Financial Literacy Education with Certified Job and Career Development Coach Jayme Hayes
Jan 23, 2020
Overcoming Challenges and Inspiring Others to Thrive with Yogi Business Professional Kristy Schiano
Dec 19, 2019
Finding Happiness and Success in Retirement with retirement consultant Art Koff
Dec 05, 2019
Grooming your Children for the Family Business
Nov 21, 2019
Repurposing your Lifelong Career
Oct 24, 2019
Gender Differences in Financial Planning
Oct 10, 2019
Creating a Legacy Through Charitable Planning
Sep 26, 2019
Income Strategies for Retirement Planning
Sep 12, 2019
How Financial Coaching Can Help Get Anyone Started in Planning for Retirement
Jul 11, 2019
Why tax planning is more than just filing tax returns
Jun 13, 2019
Using Home Equity as a Working Asset
May 30, 2019
How the Financial Media Encourages Bad Behavior
May 16, 2019
How Retirement is Not a Sprint, It is A Marathon
May 03, 2019
The Financial Freedom Formula
Apr 18, 2019
Housing in retirement. To downsize or not to downsize?
Apr 04, 2019
How to choose a financial advisor and when to know you need one
Mar 21, 2019
Estate planning basics – not only for the rich
Mar 07, 2019
Legacy planning – Leaving behind something more important than money
Feb 21, 2019
Preparing for Act 2 Career
Feb 07, 2019
Volunteering in retirement –time, talent & treasury
Jan 24, 2019
Envisioning Your Own Retirement as a Graduation
Dec 14, 2018