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💬 Show Notes
Embark on a journey to financial literacy and empowerment with Eric Brotman, a Baltimore native who shares his passion for educating the community on the importance of Estate planning, not just for the wealthy, but for everyone. In this episode, we delve into the essentials of estate planning, the power of financial decision-making, and how to break free from the paycheck-to-paycheck cycle.

In this episode, you’ll learn:

– The four key documents that every adult should have in their estate plan.
– The importance of paying yourself first and strategies to improve your financial situation.
– Insights into the real ROI of Education and the pitfalls of consumerism.
– Eric’s personal journey from financial instability to creating a successful financial advisory firm.

The key moments in this episode are:
00:00:00 – Full-time Commitment
00:01:23 – Importance of Estate Planning
00:04:38 – Non-traditional Path to Financial Literacy
00:08:40 – The Three Secrets to the Happiest Retirees
00:12:03 – Challenges in Accessing Funding
00:13:22 – Financial Struggles and Career Choices
00:15:10 – Government Inefficiency
00:17:13 – Pay Yourself First
00:20:00 – Financial Literacy
00:24:38 – Eric’s Journey to Financial Success
00:27:12 – The Importance of Hiring Young Talent
00:29:10 – Estate Planning Essentials
00:32:59 – Beneficiaries and Estate Planning
00:35:27 – Homeownership as an Investment
00:38:21 – Access to Financial Resources
00:40:07 – Lifelong Learning and Retirement Plans
00:40:33 – Making an Impact and Reaching Many
00:41:48 – Defining Wealth and Money Mistakes
00:43:29 – Favorite Books and Philosophy
00:46:33 – Culinary Expertise

More about Eric Brotman:

Home

Brotman Media: https://brotmanmedia.com/

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#EstatePlanning #FinancialLiteracy #AboutThatWallet #BaltimoreFinance

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DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional.
Episode 253

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Meet Anthony, a Baltimore City College alum from the east side. As a Morgan State undergrad, he realized money is simple; it's people who complicate it. Anthony hosts "About That Wallet," a financial podcast discussing pitfalls, paycheck struggles, abundance mindsets, and generational wealth. With diverse guests, he shares practical tips and personal anecdotes to empower listeners. Tune in on YouTube, Spotify, Apple Podcasts, Stitcher, or your favorite platform for transformative insights into financial freedom with Anthony as your guide.