Welcome back to another Diary of a Financial Advisor segment of Don't Retire... Graduate! . Our special guest is Kirby Ososki, a remarkable individual with 18 years of experience in the financial industry, currently working at BFG—not as a financial advisor, but as a Registered Client Service Associate. Kirby brings a distinct perspective to our industry, on ... Show More
Oct 2
Building Real Relationships in a Digital World: Steve Spiro’s Secrets to Meaningful Networking
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re exploring the power of authentic connection, reinvention, and the art of building relationships—especially valuable skills for those finding their “next act” in life and in retirement. Joining me today is Steve Spi ... Show More
30m 55s
Sep 25
Navigating College Decisions and Affording Education with Tony Breen
Welcome back to Don’t Retire… Graduate! I’m your host, Eric Brotman, and on today’s Diary of a Financial Advisor segment, we’re shining a light on the journey of college students and recent graduates as they navigate the complex world of higher education, student loans, scholarsh ... Show More
15m 13s
Feb 2019
Ask Paula: Should I Buy a House or Catch Up on Retirement Savings?
#177: Imagine that your job is extremely well-paying, but you don’t enjoy it. You’d like to switch employers, even though this will probably require a paycut. But before you make the switch, you want to accomplish two goals: buy a home and catch up on retirement savings. Should y ... Show More
1h 4m
Sep 29
Should You Pay Off Debt or Invest First? The Answer Might Surprise You (Money Q&A)
In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about should you pay off debt or invest first. Today we are going to answer these questions: Question 1: Should I build my emergency fund to $20,000 first, or start paying down my mortgage and investi ... Show More
37m 34s