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Listen "Building a Path to Financial Freedom"
Episode Synopsis
Financial freedom can be within reach if you utilize accurate forecasting, sound investing principles and the correct lens on your retirement years.
Many view retirement as a finish line, marking the end of a journey. My “Retirement Revealed” guest for this week’s episode, Eric Brotman, challenges that perspective and reframes it into another common tradition: graduation.
Eric founded BFG Financial Advisors in 2003 with the goal of helping busy, successful professionals and families plan for lifelong prosperity. His latest book, “Don’t Retire…Graduate!” takes a deeper look at what it takes to build a path to financial freedom and retirement at any age.
I appreciated Eric’s way of framing retirement as a step forward, not a retreat. He emphasizes seeing retirement as an opportunity for advancement into a new stage of life, advocating for financial independence over the necessity of work.
We delve into global interpretations of retirement, where Eric points out how language and cultural perspectives can shape our views. He shares insights from different cultures that redefine retirement, suggesting a broader, more positive outlook. I also found it interesting that our experience working with retirees equally suggested that people tend to focus more on the financial aspect of retirement before they retire, but once they do retire, it becomes less of a focus than they anticipated.
Eric reveals his ‘three secrets of the happiest retirees’: living debt-free, maintaining health, and finding a new purpose in life. These pillars, according to Eric, support a satisfying and vibrant retired life.
I always enjoy when someone can translate the principles of retirement planning into a format that resonates with a near-retiree in a way that other traditional terms might not. Eric’s insights offer a refreshing perspective on retirement. It’s not just about financial planning, but about redefining our later years as a time of growth and enjoyment. His book, ‘Don’t Retire, Graduate,’ provides a roadmap for those looking to make the most of their retirement years.
Don’t forget to leave a rating for the “Retirement Revealed” podcast if you’ve been enjoying these episodes!
Subscribe to Retirement Revealed to get new episodes every Wednesday.
Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337
Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify
Additional Links:
Eric Brotman, LinkedIn
BFG Financial Planners
“Don’t Retire…Graduate!” – by author Eric Brotman
Connect With Jeremy Keil:
Keil Financial Partners
LinkedIn: Jeremy Keil
Facebook: Jeremy Keil
LinkedIn: Keil Financial Partners
YouTube: Retirement Revealed
Book an Intro Call with Jeremy’s Team
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Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
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Many view retirement as a finish line, marking the end of a journey. My “Retirement Revealed” guest for this week’s episode, Eric Brotman, challenges that perspective and reframes it into another common tradition: graduation.
Eric founded BFG Financial Advisors in 2003 with the goal of helping busy, successful professionals and families plan for lifelong prosperity. His latest book, “Don’t Retire…Graduate!” takes a deeper look at what it takes to build a path to financial freedom and retirement at any age.
I appreciated Eric’s way of framing retirement as a step forward, not a retreat. He emphasizes seeing retirement as an opportunity for advancement into a new stage of life, advocating for financial independence over the necessity of work.
We delve into global interpretations of retirement, where Eric points out how language and cultural perspectives can shape our views. He shares insights from different cultures that redefine retirement, suggesting a broader, more positive outlook. I also found it interesting that our experience working with retirees equally suggested that people tend to focus more on the financial aspect of retirement before they retire, but once they do retire, it becomes less of a focus than they anticipated.
Eric reveals his ‘three secrets of the happiest retirees’: living debt-free, maintaining health, and finding a new purpose in life. These pillars, according to Eric, support a satisfying and vibrant retired life.
I always enjoy when someone can translate the principles of retirement planning into a format that resonates with a near-retiree in a way that other traditional terms might not. Eric’s insights offer a refreshing perspective on retirement. It’s not just about financial planning, but about redefining our later years as a time of growth and enjoyment. His book, ‘Don’t Retire, Graduate,’ provides a roadmap for those looking to make the most of their retirement years.
Don’t forget to leave a rating for the “Retirement Revealed” podcast if you’ve been enjoying these episodes!
Subscribe to Retirement Revealed to get new episodes every Wednesday.
Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337
Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify
Additional Links:
Eric Brotman, LinkedIn
BFG Financial Planners
“Don’t Retire…Graduate!” – by author Eric Brotman
Connect With Jeremy Keil:
Keil Financial Partners
LinkedIn: Jeremy Keil
Facebook: Jeremy Keil
LinkedIn: Keil Financial Partners
YouTube: Retirement Revealed
Book an Intro Call with Jeremy’s Team
===
Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
===
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