Ep. 25 & Show Notes

Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman

CLICK HERE to listen to the episode!

In this episode, I interview a fellow author, podcaster, and kindred spirit, Eric Brotman. I invited Eric to be on the show today as we share a similar philosophy when it comes to the second half of the financial journey.

We discuss these hot topics for today’s retirees:

  • Secrets of the happiest retirees
  • Financial strategies that can help prevent people from outliving their money.
  • Important tax strategies to understand as one enteres their years of financial independence.
  • Why HSAs are the greatest tax tool ever invented.
  • Should you defer Social Security to age 70?
  • Long-Term Care, take it or leave it?

Eric is a podcast host of his popular show Don’t Retire. Graduate.

He’s also an author of a new book with the same title. Check out Eric’s book on Amazon!

Click Here to Learn More

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