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Episode Info: Eric Brotman, CFP, gives his strategies for turning this financial crisis and recession into a financial win for your family. Resources mentioned in this episode: Free Budget Spreadsheet: Full transcript: Welcome to the money mindset podcast, where you will find the inspiration and motivation. You need to manage your money better. So you can stress less and live the life you want. This is Ashley with budgets made easy and the money mindset podcast. Today, we are talking to Eric Brotman, who is a CFP and the CEO of BFG financial advisors. And he is the host of don't retire, graduate podcasts. So don't retire,, check out his podcast is well. And he's going to give us some great advice for families on how to take advantage of certain things during this financial crisis. You know, if you can, if you're still working, he's got some really great tips on lowering your tax burden and some things that you can do to take advantage of certain things happening right now in the financial world. So you can take this crisis and turn it into a financial win. And so he's got some really great ideas on how to do that. Now, before we jump into his episode, be sure to go and check out my free spreadsheet. I put together a spreadsheet after years of people asking me to, and you can get a free one month sheet of that, or you can get the whole year, you get a special offer for the whole year. Once you sign up for the free sheet, go to So go get your free paycheck budget spreadsheet. So this is the same spreadsheet that I use when we were paying off debt. It's broken down by Paychex. Plus you got a monthly view. Now, keep in mind the free sheet isn't as detailed as the yearly sheet. So if you want the yearly sheet, look for that. Once you sign up for the free sheet as well. Now, here is my interview with Eric. Hi Eric. Thank you so much for being with us today. Hi, Ashley. Thanks for having me. I am. So I'm excited to talk to you today. Um, it's my understanding that you've got some good advice for families in different stages, what to do with their finances right now during this whole crisis. And, um, I really want to talk to you about that today, but can you just kind of introduce yourself and tell us a little bit about yourself? Absolutely. I'm a certified financial planner practitioner started a company, in 2003 in suburban, Maryland actually started my practice in 1994. So I'm dating myself. I realized at this moment we have 20 employees, each of us working from 20 different homes, which is a new experience, but, uh, eight financial advisors, 20 employees, we manage about $450 million for families in 31 and a few foreign countries. And we do financial planning and wealth management for multigenerational families. So in my spare time, I'm a husband and a father and a podcaster and author and a volunteer. Yes, as I was just hearing about your b...

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