Take away: Getting to financial independence is an incredibly wonderful goal
Action step: Take inventory, and figure out where you are.
Money Learnings: Eric has no real financial training learned from school. They also did not talk much about money as he was growing up.
Bio: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums.
Highlights from this episode:
Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!
Thanks for listening!
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Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.