Don't Retire...Graduate!

著者： Evergreen Podcasts
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  • Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about stepping into a life filled with purpose, joy, and fulfillment. Whether you're on the brink of retirement or just starting to think about it, this podcast will help you discover what it takes to not just survive, but thrive in your post-career years. We’ll explore how to live a fun, productive, and meaningful life by setting new goals, pursuing passions that light you up, and building a legacy that truly reflects who you are. Each episode features in-depth conversations with a diverse range of guests—from award-winning authors and financial experts to influencers and everyday people with remarkable money stories. Together, we’ll uncover strategies for reaching financial independence, managing your wealth, and making informed decisions that support your dreams. You’ll learn practical tips on everything from saving money and paying down debt to raising financially literate children and growing your wealth at any age. From personal finance and investing to retirement readiness, taxes, and more, we’re here to provide the knowledge and tools you need to confidently step into this exciting new phase of life. Topics include everything from budgeting, credit, and debt to health savings accounts, insurance, social security, the FIRE movement, and the latest in fintech and finance apps. But we don’t stop at finances. Don’t Retire… Graduate! also dives deep into the emotional and psychological aspects of retirement. We’ll discuss how to maintain your mental and physical health, nurture relationships, and stay connected to your community. You’ll gain insights on how to design a lifestyle that keeps you engaged, curious, and excited about the future. Our mission is to help you figure out what you want to be when you grow up—even if you’re already grown. We believe that work should become optional, not just because you've reached a certain age, but because you’ve achieved the freedom to choose how you spend your time and energy. Whether it’s volunteering, starting a new hobby, traveling the world, or launching a second career, this podcast is your guide to creating a retirement that’s anything but retiring. In addition to full episodes, we offer bonus content every other week where you get to meet the team of financial advisors at BFG Financial Advisors and hear their real stories from the frontlines of financial planning. Retirement is not the absence of work, but the absence of needing to work. So why not graduate into a life of purpose, passion, and financial freedom? Tune in to Don’t Retire… Graduate! and let’s make your retirement the best years of your life.
    All Rights Reserved 2022-25
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あらすじ・解説

Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about stepping into a life filled with purpose, joy, and fulfillment. Whether you're on the brink of retirement or just starting to think about it, this podcast will help you discover what it takes to not just survive, but thrive in your post-career years. We’ll explore how to live a fun, productive, and meaningful life by setting new goals, pursuing passions that light you up, and building a legacy that truly reflects who you are. Each episode features in-depth conversations with a diverse range of guests—from award-winning authors and financial experts to influencers and everyday people with remarkable money stories. Together, we’ll uncover strategies for reaching financial independence, managing your wealth, and making informed decisions that support your dreams. You’ll learn practical tips on everything from saving money and paying down debt to raising financially literate children and growing your wealth at any age. From personal finance and investing to retirement readiness, taxes, and more, we’re here to provide the knowledge and tools you need to confidently step into this exciting new phase of life. Topics include everything from budgeting, credit, and debt to health savings accounts, insurance, social security, the FIRE movement, and the latest in fintech and finance apps. But we don’t stop at finances. Don’t Retire… Graduate! also dives deep into the emotional and psychological aspects of retirement. We’ll discuss how to maintain your mental and physical health, nurture relationships, and stay connected to your community. You’ll gain insights on how to design a lifestyle that keeps you engaged, curious, and excited about the future. Our mission is to help you figure out what you want to be when you grow up—even if you’re already grown. We believe that work should become optional, not just because you've reached a certain age, but because you’ve achieved the freedom to choose how you spend your time and energy. Whether it’s volunteering, starting a new hobby, traveling the world, or launching a second career, this podcast is your guide to creating a retirement that’s anything but retiring. In addition to full episodes, we offer bonus content every other week where you get to meet the team of financial advisors at BFG Financial Advisors and hear their real stories from the frontlines of financial planning. Retirement is not the absence of work, but the absence of needing to work. So why not graduate into a life of purpose, passion, and financial freedom? Tune in to Don’t Retire… Graduate! and let’s make your retirement the best years of your life.
All Rights Reserved 2022-25
個人ファイナンス 経済学
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  • Shifting the Prism: Karyn Polak on Impact Investing and Doing Good with Your Money

    Shifting the Prism: Karyn Polak on Impact Investing and Doing Good with Your Money
    2025/05/01
    Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of values-driven finance and social impact investing—a topic that blends doing well financially with doing good in the world. I’m joined in the studio by Karyn Polak, founder and Chief Activator of Shift the Prism. Karyn is a lawyer by training and a passionate advocate for equity and inclusion through finance. With a career spanning major law firms, financial institutions like Citigroup, PNC, and Transamerica, and now her own advisory work, Karyn is on a mission to mobilize capital for the greater good, investing for people, planet, and place. Karyn and I had an engaging conversation about the often-blurry line between philanthropy and impact investing. We talked through the realities of working for “big finance” on Wall Street and the motivations that drive individuals and communities to use their money as a tool for positive change. Karyn shared insights about how the large, profit-driven financial institutions can sometimes disconnect from the communities they’re meant to serve, and why it matters where “your money sleeps at night.” We discussed the barriers Main Street investors face in navigating both traditional and alternative investments, the rise of crowdfunding, and the crucial differences between philanthropic giving and investment for social return. We also addressed the challenges posed by regulation and compliance, how most advisors are limited in recommending private impact opportunities, and why it's so important for people to ask the right questions about where their dollars go—even when working with community foundations or donor-advised funds. Karyn outlined practical steps for everyday investors interested in creating both wealth and societal impact, introduced valuable resources for further exploration, and spoke from the heart about her career transition from big law and finance to social entrepreneurship. Karyn concluded by sharing her “why”: the belief that everyone deserves access and opportunity, and the desire to see the real humans behind the numbers. If you’ve ever wondered how to align your money with your values—or how to create lasting impact while building your own financial independence—this episode is a must-listen. 5 Key Takeaways: Understanding the Spectrum: There’s a world of possibilities between pure philanthropy (giving money away) and profit-maximizing investment. Investors can aim for both financial return and social good, using vehicles like community banks, impact funds, and recoverable grants. Where Your Money Sleeps Matters: Where you choose to keep your money—whether in a big bank or a community institution—can profoundly affect the local community. Community banks use deposits to support local businesses, whereas large institutions often circulate funds globally. The Power of Crowdfunding: Recent innovations in crowdfunding allow individuals to invest in local businesses and projects, often with modest amounts, blurring the lines between customer and investor and increasing neighborhood-level impact. Ask the Right Questions (and Resources to Help): Investors need to be proactive—ask community foundations and donor-advised funds how their dollars are invested. Resources like As You Sow, US SIF, and Invest for Better can empower you with knowledge and confidence. Align Risk, Return, and Impact: When evaluating any investment, consider not only the traditional financial return and risk but also the social and environmental impact. The most sustainable companies manage all three—benefiting investors and society alike. Join us and get inspired to use your finances as a force for positive change—without sacrificing your own financial goals. As always, please subscribe, rate, and share Don’t Retire… Graduate! with your friends and family, and let’s keep transforming the way we think about retirement, purpose, and impact. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 分
  • Behind the Scenes at BFG: Beth Nori on Tax Planning and Financial Advisor Life

    Behind the Scenes at BFG: Beth Nori on Tax Planning and Financial Advisor Life
    2025/04/24
    Welcome back to Don’t Retire… Graduate! Today’s episode takes you behind the scenes of the financial planning world with an in-depth look at what it means to be a financial advisor dedicated to serving clients’ best interests—sometimes from out of the spotlight. I’m joined by Beth Nori, a talented and detail-oriented CFP practitioner from BFG, who has been with our team for over eight years. While Beth isn’t always sitting across the table from clients, her impact is felt in every plan we create through her commitment to preparation, tax strategy, and precise behind-the-scenes work. In our discussion, Beth and I explored her unique career journey, from her early days in big financial firms in the D.C. area, to her move to the Baltimore region, and ultimately, to her embrace of the tight-knit culture at BFG. We dove into the differences between working at large firms and smaller, family-feel companies, and Beth shared how the close relationships and personal growth opportunities here propelled her forward—especially in taking on some of the technical aspects of planning that many advisors shy away from. One of the highlights of our conversation was Beth’s focus on tax planning. As someone who thrives on details and enjoys crunching numbers, she’s leaned into the challenge of collaborating with CPAs, reviewing tax returns, and seeking new educational opportunities to bridge the gap between financial planning and tax expertise. Her journey serves as a testament to the value of playing to your strengths and finding your niche within the advisory profession. Beth’s story is not only about technical excellence, but also about purpose, passion, and finding fulfillment by helping others succeed—even if that means you’re supporting from behind the curtain. Whether you’re an aspiring advisor, a planner seeking your specialty, or simply intrigued by what happens “backstage” in financial planning, Beth’s insights are sure to resonate. 5 Key Takeaways: Behind-the-Scenes Excellence: Beth’s work in meeting preparation and plan analysis ensures every client interaction is informed, meaningful, and personalized, proving that vital contributions don’t always happen in the limelight. Finding Your Niche: By embracing the detail-oriented, technical side of planning—especially in areas like tax analysis—Beth illustrates the importance of discovering and thriving in your professional “lane.” The Value of Small-Firm Culture: Beth emphasizes the family atmosphere at BFG, where close relationships and ongoing growth are possible, highlighting how firm size and culture can shape advisory careers. Tax Planning as a Differentiator: Tackling areas like tax planning not only brings immense value to clients (everyone loves saving on their tax bill!) but also sets planners apart, especially when they’re willing to work collaboratively with CPAs. Continuous Learning: Beth’s commitment to additional tax education, through specialized courses for accumulators, retirees, and end-of-life planning, underscores the importance of lifelong learning in serving clients’ evolving needs. Join us as we pull back the curtain on financial advising, uncover new career possibilities, and celebrate the professionals who make financial independence possible for so many families. Don’t forget to subscribe, rate, and share this episode to help others discover their own path to financial freedom and fulfillment! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • Multifamily Real Estate Investing: Risks, Rewards, and Getting Started with Veena Jetti

    Multifamily Real Estate Investing: Risks, Rewards, and Getting Started with Veena Jetti
    2025/04/17
    Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of real estate investing, with a special focus on multifamily properties. Joining us is Veena Jetti, founding partner of VIVE Funds, a commercial real estate firm known for curating conservative investment opportunities. Veena's expertise in driving corporate strategy and leveraging cutting-edge technologies makes her a leading voice in this complex field. Throughout our conversation, Veena and I explore the intricacies and challenges of real estate investing, particularly for financial advisors who often lack specific expertise in this area. We explore the dichotomy between professional investors and do-it-yourself enthusiasts, highlighting the expertise required to navigate real estate successfully. Veena shares her journey from working in corporate real estate to managing a billion-dollar multifamily portfolio and offers insights into the risks and rewards of the industry. One of the key insights from our discussion is Veena's perspective on whether real estate always appreciates in value. Despite market fluctuations, she argues that real estate trends upward over long periods, emphasizing the importance of understanding market cycles and being prepared for downturns. We also touch on ethical concerns, with Veena expressing the significance of being a responsible investor while discussing the potential impact of large corporations owning substantial property segments. 5 Key Takeaways: Real Estate as a Long-Term Investment: Veena asserts that while the real estate market experiences cycles, it generally appreciates over long periods. Successful investors must have the patience and resources to weather downturns. The Role of Expertise: Investing in real estate, particularly multifamily properties, requires significant expertise and active management. Veena emphasizes that it's a full-time endeavor, not a side hobby. Ethical Real Estate Investing: Veena highlights the importance of ethical practices in real estate, pointing out the responsibilities of investors to prioritize community revitalization and provide quality housing. Opportunities for Passive Investors: While active investment in real estate is complex, there are opportunities for those seeking passive income through firms like VIVE Funds, requiring accreditation and significant initial investment. Impact of Large Corporations: The growing trend of large private equity firms owning multiple single-family homes poses a challenge for individual homebuyers, potentially reshaping the housing market landscape. Join us as we uncover the nuances of real estate investing with Veena Jetti. Subscribe, rate, and share this episode as we empower you to achieve a purposeful and prosperous retirement! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 分

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