Recession Proof Your Retirement Podcast artwork

Ep 25. Graduating Into Retirement. Get Your Degree in Financial Freedom with Financial Planner Eric Brotman

Recession Proof Your Retirement Podcast

English - February 10, 2021 21:24 - 36 minutes - 33 MB
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Previous Episode: Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year
Next Episode: Ep 26. Wait! What You Need to Know Before You Surrender Your Life Insurance Policy with Guest Michael Michlitsch

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

In today’s episode we discuss:

Secrets of the happiest retirees. Financial strategies that can help prevent people from outliving their money. Important tax strategies to understand as one enters 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 and he’s also an author of a new book with the same title. Check out Eric’s book on Amazon!