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Don't Retire...Graduate!

Eric Brotman
BFG Financial Advisors
Financial Independence
Estate Planning
Retirement
Financial Literacy
Financial Wellness
Financial Planning
Retirement Planning
Marketing
Personal Finance
Philanthropy
Financial Advisory
Mentorship
Mental Health
Money Management
Client Relations
Networking
Impact Investing
Legacy
Parenthood

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... more

PublishesWeeklyEpisodes253Founded7 years ago
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Artwork for Don't Retire...Graduate!

Latest Episodes

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re exploring one of the most critical and overlooked aspects of retirement: transitioning your identity, purpose, and fulfillment as you move into the next chapter of life. Joining me for... more

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Welcome back to Diary of a Financial Advisor! In today’s episode, I’m excited to welcome a very special guest: Jennifer Palumbo, our Client Relations Associate at BFG Financial Advisors. Since joining in 2015, Jen has become the beating heart of our ... more

Welcome back to Don’t Retire… Graduate! In this inspiring episode, we’re exploring how to break free from financial overwhelm—especially for those whose brains are wired a little differently. Joining me today is Andrea Ewalefo, founder and CEO of Mod... more

YouTube

Welcome back to Don’t Retire… Graduate! In today's episode, we're diving into a topic that resonates with so many retirees and those preparing for retirement: how to graduate from guilt and finally feel good about spending in retirement. Joining me i... more

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Key Facts

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Recent Guests

Jennifer Palumbo
Client Relations Associate at BFG Financial Advisors
BFG Financial Advisors
Episode: Beyond Finance: How BFG Connects with Clients Nationwide Through Social Events
Andrea Ewalefo
Founder and CEO of Modern Lady Vibes
Modern Lady Vibes
Episode: Breaking Financial Overwhelm: Andrea Ewalefo’s VIBES Framework for Neurodivergent Women
Linda Grizely
Personal finance expert and financial wellness speaker
Linda Grizl.com
Episode: Discover Your Money Personality: Approachable, Practical, and Human Financial Wellness
Neal Oates Jr.
Best-selling author, keynote speaker, award-winning instructor, executive business growth coach
Author of The Affluent Negroes; Host of Beyond the Velvet Rope podcast
Episode: Storytelling, Sacrifice, and Success: Secrets to Thriving in Life and Business
Erin Voisin
Financial advisor at EP Wealth, West Coast
EP Wealth
Episode: Women Leading the Way in Finance: Erin Voisin on Team Building and Empowerment
Jeremy Keil
Author of Retire Today and financial advisor
Author of Retire Today
Episode: Retire Today: Five Steps to Avoid Costly Retirement Mistakes with Jeremy Keil
Joey Mills
Financial planning assistant / associate advisor at BFG Financial Advisors
BFG Financial Advisors
Episode: The Power of Early Money Talks: How Joey Mills Built Financial Confidence
Hannah Cole
Tax expert and founder of Sunlight Tax
Sunlight Tax
Episode: Tax Planning Without Tears: Artist and Expert Hannah Cole’s Guide
Meredith Mears
Co-chair of the SVN National Self Storage Product Council; Senior Advisor for SVN Miller Commercial Real Estate
SVN Miller Commercial Real Estate; SVN National Self Storage Product Council
Episode: Real Estate as a Tool for Growth: Meredith Mears on Investing With Purpose and Passion

Host

Eric Brotman
Host of the show and diaries, founder/CEO type figure in financial planning media, associated with client education and firm leadership.

Reviews

4.9 out of 5 stars from 51 ratings
  • I didn't realize I'm deceased!

    You stated that if you see "retired" in someone's LinkedIn profile it means "deceased" to you?

    Apple Podcasts
    2
    Kpmahuna
    United States4 months ago
  • Great topics

    Encouraging conversations about financial planning that address the challenges and mental blocks. Great guests.

    Apple Podcasts
    5
    Hansayellow
    United States8 months ago
  • One of the best!

    Eric brings the real deal to his podcast. Yes, it's about going into retirement with enough money (hi, financial advisors), but also with a purpose. Such a great host and such relevant guests!

    Apple Podcasts
    5
    purplechi21
    United States3 years ago
  • So much knowledge!

    I really enjoy listening to Eric, his guests, and all the wisdom they share. I have learned so much since I discovered this podcast and would recommend to anyone!

    Apple Podcasts
    5
    societyhillmom
    United States4 years ago
  • Inspiring!

    Your conversation with Sharita was both inspirational and motivational. I liked how you described her previous situation as having no safety net since that's exactly how I felt listening to her recount her story. I believe this will be really helpful to many people, so thank you for giving her a platform to share her story.

    Apple Podcasts
    5
    Zia N.
    Philippines4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Fans highlight motivational storytelling and real-life examples that make complex topics approachable.
Episodes are often described as insightful for advisors and everyday listeners seeking actionable financial planning tips.
Listeners appreciate the host's calm, practical approach to retirement and money, and the high-quality guest mix.

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Talking Points

Recent interactions between the hosts and their guests.

Navigating College Decisions and Affording Education with Tony Breen
Q: What advice would you give to families about paying for college?
Start early, explore scholarships, consider community college transfer options, and aim for schools where scholarships and funding align with your budget; the right school can dramatically lower debt and create better long-term outcomes.
Building Real Relationships in a Digital World: Steve Spiro’s Secrets to Meaningful Networking
Q: What can our audience do to leverage networking to land speaking gigs or broaden their reach internationally?
Clarify your mission and the impact you want to have; seek roles where your experience aligns with event goals, build your speaking resume with real examples, and use your network to generate introductions to planners and organizers.
Building Real Relationships in a Digital World: Steve Spiro’s Secrets to Meaningful Networking
Q: What is your approach to breaking into a new crowd or crowding into a new community, especially after retirement or a major career shift?
Lead with authentic storytelling, vulnerability, and a clear mission; focus on the other person, ask meaningful questions, and follow up with genuine value rather than trying to sell yourself.
New Perspectives in Finance: Jillian Howell’s Story of Growth and Motivation
Q: So, Jillian, this is your first foray into podcasting. Can you share a little bit about your story and how you fell into this industry?
Jillian talks about coming from a family of pharmacists, deciding not to pursue that path, discovering math as a strength, and being guided by a high school mentor into the business world. She emphasizes wanting financial independence and a role she looks forward to every day, ending up in a customer-service oriented track at T. Rowe Price before moving into retirement planning and insurance at BFG.
Strategic Giving, Estate Planning, and Fostering Lasting Legacies in Underserved Communities
Q: Did you have a true mentor?
Yes. She describes reaching out via a listserv for a mentor, receiving several responses, and ultimately partnering with Aquanetta Betts, who provided critical guidance and support to her solo practice.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Don't Retire...Graduate!

What is Don't Retire...Graduate! about and what kind of topics does it cover?

Don't Retire... Graduate! focuses on redefining retirement as a vibrant life stage, blending practical financial planning with personal growth, purpose, and meaningful pursuit of new goals. Episodes center on retirement readiness, wealth management, taxes, health and longevity, and the emotional side of transitions, often weaving in real-world guest experiences from financial professionals, authors, and individuals with powerful money stories. The show stands out for its mix of actionable strategies (planning frameworks, budgeting, automation, and coaching) with relatable storytelling that emphasizes living purposefully after career life, mentoring, and community impact.

Listeners are likely drawn to a practical, empathetic approach to mon... more

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Which podcasts are similar to Don't Retire...Graduate!?

These podcasts share a similar audience with Don't Retire...Graduate!:

1. Retirement Starts Today
2. Retirement Answer Man
3. The Stacking Benjamins Show
4. Ready For Retirement
5. Retire Sooner with Wes Moss

How many episodes of Don't Retire...Graduate! are there?

Don't Retire...Graduate! launched 7 years ago and published 253 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Don't Retire...Graduate!?

Recent guests on Don't Retire...Graduate! include:

1. Jennifer Palumbo
2. Andrea Ewalefo
3. Linda Grizely
4. Neal Oates Jr.
5. Erin Voisin
6. Jeremy Keil
7. Joey Mills
8. Hannah Cole

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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