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Don't Retire...Graduate!

Don't Retire...Graduate!

著者： Evergreen Podcasts
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 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 個人ファイナンス 経済学
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  • Planning for Parenthood: Financial Advising and Family Planning with Cody Niedermeier

    Planning for Parenthood: Financial Advising and Family Planning with Cody Niedermeier
    2025/06/05
    Welcome back to Don’t Retire… Graduate! In today’s Diary of a Financial Advisor entry, we’re shining a light on one of life’s biggest transitions: preparing—personally and financially—for starting a family. I’m thrilled to be joined by Cody Niedermeier, who brings both professional and personal insights to the table. Not only has Cody been a trusted advisor to countless families over the past six years, but he’s also about to embark on his own journey into parenthood with his wife, Erika. In this candid and heartfelt conversation, Cody and I dove into what it really means to prepare for a growing family. We talked through how those early conversations with your partner set expectations and frame your future together, including important discussions about whether to have children, timing, and navigating shared dreams. As Cody prepares to welcome his first child, we unpacked all that goes into getting ready—from budgeting and nursery setups to making those often-daunting decisions about daycare, changing work schedules, and exploring school options. And because both Cody and I see parenting through the lens of financial planning, we addressed how being in this field shapes your preparedness for the unknown, the necessity of bolstering your emergency fund, reviewing insurance and estate plans, and leaning on professional help—even as an advisor yourself. Beyond the numbers, we delved into the real-life side of parenthood: the flood of unsolicited advice, the emotional weight of new responsibilities, the importance of boundaries with extended family, and the evolving dynamic between partners. Cody shared how this chapter is already making him a more empathetic advisor, ready to relate to his clients in even deeper ways. Here are 5 key takeaways from our conversation with Cody Niedermeier: Start the Conversation Early: Cody emphasized the value of discussing family planning with your partner from the start—making sure both parties are on the same page about having children, lifestyle goals, and their shared vision for the future. Financial Readiness is Ongoing: From daycare costs and household changes to adjusting work schedules, preparing financially for a family requires both planning and flexibility—plus an understanding that it might always cost more than expected. Don’t Neglect the “What Ifs”: Expanding your emergency fund, reviewing insurance coverage, and updating estate documents are crucial steps every family should take when expecting a child, no matter how uncomfortable those conversations might be. Leverage Your Network and Professional Resources: Even as financial professionals, Cody and I both agree on the benefits of seeking advice, collaborating with colleagues, and not hesitating to consult other advisors when preparing for major life changes. Being Present Matters Most: As Cody put it so well, his ultimate career and personal goal is to be a present father who supports and loves his family—and that’s at the heart of both sound financial planning and a fulfilling life. Join us for this open and inspiring discussion as Cody and I explore what it means to plan, adjust, and grow—both as a professional and a parent. If you’re considering starting a family or simply want to ensure your financial house is in order for life’s next big step, this episode is for you. Don’t forget to subscribe, leave us a rating, and share the show with friends and family who are looking to better their own financial journeys. Stay tuned for our next diary entry, and remember: Don’t retire… graduate! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 分
  • Blended Family, Missing Will: What Happens When You Don’t Plan for the Unexpected

    Blended Family, Missing Will: What Happens When You Don’t Plan for the Unexpected
    2025/05/29
    Welcome back to Don’t Retire… Graduate! In today’s heartfelt and illuminating episode, we take a closer look at one of the most challenging—and often overlooked—topics in financial planning: preparing for the loss of a loved one, managing estates, and navigating the complexities of family and finances, especially in blended families. My guest is Katie George, a seasoned IT recruitment specialist for Liberty Personnel Services in the Philadelphia area, and, as I’m privileged to say, a dear friend of nearly thirty years. Katie generously shares her personal journey of handling her father and stepmother’s passing, the legal and emotional hurdles that arose, and the invaluable lessons she learned along the way. In this candid conversation, Katie and I talked about the realities that so many families face: blended relationships, unclear or absent estate documents, emotional strain, and the surprising challenges that come with digital legacies in today’s world. We go beyond the logistics to explore the kinds of communication and advance planning that can help families stay strong and harmonious in the face of loss. Katie recounts her experience of organizing her stepmother’s estate alongside her siblings and step-siblings, working through complex family trees, and dealing with the absence of a proper will—a situation that led to a year and a half of litigation. We also delve into making end-of-life logistics easier on loved ones, including the importance of clear directives, beneficiary designations on retirement accounts, and involving adult children in conversations about accounts and digital access. Katie candidly reflects on the changes she and her husband made as a result of going through these experiences, the ongoing process of putting her own estate plan in place, and the value of open dialogue with her own parents about their wishes. On a lighter note, we talk travel dreams, the importance of taking the trip now rather than waiting for retirement, and even squeeze in a little good-natured football banter. 5 Key Takeaways: Estate Planning for Blended Families is Crucial: Katie’s experience highlighted how a lack of clear, legal documentation—especially in complex, blended families—can result in not only financial headaches but also prolonged legal proceedings and added grief. Designated Beneficiaries Simplify Transitions: Assets like retirement accounts and life insurance policies with up-to-date beneficiaries can bypass probate and provide quick, straightforward support to loved ones compared to assets tied up in litigation. Communication is Everything: Open, honest conversations with family members—before a crisis occurs—about wishes, assets, and who will take on which responsibilities can preserve harmony and prevent rifts. Organization Makes a World of Difference: Taking simple steps like compiling important documents, passwords, and account information in a clear, accessible place spares surviving family members unnecessary stress—and sometimes even legal trouble. It’s Never Too Early (or Too Late) to Plan: Katie’s story serves as a wake-up call for anyone procrastinating on their own estate planning. Whether it’s updating your will, getting on each other’s accounts, or appointing a power of attorney, don’t delay—the peace of mind is worth it. Join us for this essential discussion about family, finances, and forging a purposeful path through difficult times. If you enjoy our show, please subscribe, rate, and share this episode with friends and family to help them on their own journey to financial confidence and independence! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 分
  • Networking, Leadership, and Impact: Andrew Harrell’s Role in the Future of Financial Advice

    Networking, Leadership, and Impact: Andrew Harrell’s Role in the Future of Financial Advice
    2025/05/22
    Welcome back to Don’t Retire… Graduate! In today’s episode, we’re taking you behind the scenes of the financial planning profession with our recurring segment, Diary of a Financial Advisor. I’m excited to welcome back Andrew Harrell—a second-time guest and a perfect example of what it looks like to excel and give back in the financial advisory field. Andrew’s journey is marked by involvement and leadership—not only within the firm but also as a newly minted board member of the Financial Planning Association (FPA) of Maryland. He’s someone who truly believes in the collaborative spirit of financial planning, working to foster connections among advisors, drive awareness of legislative issues, and elevate the next generation of planners. In our discussion, Andrew and I dove into professional growth, the value of mentorship and collaboration amongst advisors, and the imperative of getting involved in advocacy through organizations like the FPA. We touched on why participating in these associations expands one’s perspective, and how collaboration trumps competition among advisors. Andrew shared his experience spearheading NextGen initiatives and explained how networking and community work not only benefit clients but enhance the profession as a whole. We also dove into the nuts and bolts of financial wellness, spotlighting BFG’s pioneering corporate financial wellness program—a benefit many don’t realize exists for employees at all levels, breaking the stereotype that financial advice is just for the wealthy. Andrew walked us through what it’s like to deliver hands-on guidance to folks navigating benefit packages, personal finances, and tough life decisions. And, of course, we chatted about the “wellness” aspect—what it means to equip clients with the tools and peace of mind they need to thrive not just financially, but holistically. Of course, I also had a little fun ribbing Andrew about his office nicknames, including “Young Protege” and “EJ” (Eric Junior), and we wrapped up with his vision for his future in the profession. 5 Key Takeaways: Collaboration Over Competition: Andrew emphasized that financial advisors can—and should—see each other as collaborators, not competitors. Networking with peers expands your perspective and helps everyone, including clients, succeed. The Value of Professional Associations: Being active in organizations like the Financial Planning Association provides community, advocacy, and professional development opportunities you won’t find working in a silo. Holistic Financial Wellness: Corporate financial wellness programs aren’t just about asset management; they’re about empowering employees of all levels to make informed decisions about their benefit plans, insurance, and other financial topics, bringing real peace of mind. Legislative Engagement Matters: The financial planning profession faces significant regulatory and legislative pressures. Advisors need to stay informed and get involved in advocacy to ensure their voices—and those of their clients—are heard. Impact Beyond the Numbers: Financial wellness means helping people feel good about their decisions, providing reassurance, and allowing them to focus on what matters most in life—without constantly worrying about money, assets, or benefits. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分

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