Eric Brotman understands that a relationship with a financial planner is a multi-generational thing.
I talk about this a lot on the show, but it’s all about a holistic plan that takes into account all the financial aspects of your life, and it’s about reviewing the plan once or twice a year and changing it to match your goals and objectives as they change throughout the course of your life.
This is an ongoing thing. It’s not a one-time plan or a transactional thing. This is a lifetime deal.
In the interview, Eric didn’t list what he calls his “alphabet soup” of designation letters after his name. He’s got a lot of professional designations and that’s not a bad thing, but as he says, you can’t get a diploma in integrity and hang it on the wall. Confidence is something you earn. So yes, credentials are nice, but never blindly trust someone because they have a lot of letters after their name. Talk to them and make sure that they’re listening to your story and working towards your goals. And it doesn’t hurt to get a second opinion.
I couldn’t make it down to Maryland anytime soon so Eric joined me online to tell his personal finance story.
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Eric’s website: http://www.brotmanfinancial.com/
Eric’s free e-book: http://www.lowtaxbook.com/
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Thanks so much for listening to the 25th episode of The Personal Finance Show. Here’s to the next 25 and the next 25 after that and so on. But for now, I’ll be back next week with Matt Matheson – he’s an assistant principal and also teaches his 5th and 6th graders about personal finance. And he’s got a great new blog called https://methodtoyourmoney.ca.