Don't Retire...Graduate Podcast
1) Legacy planning – Leaving behind something more important than money
In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remem...Show More
2) The Power of Women’s Money: Janine Firpo on Creating Change Through Values-Based Investing
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving into the world of values-aligned investing and exploring how women can create a more just and equitable society through the pow...Show More
3) Retire Today: Five Steps to Avoid Costly Retirement Mistakes with Jeremy Keil
Welcome back to Don’t Retire… Graduate! I’m excited to kick off our seventh season with a powerful conversation about redefining retirement—and how to do it with confidence, purpose, and a solid finan...Show More
4) The Power of Early Money Talks: How Joey Mills Built Financial Confidence
Welcome back to Don’t Retire… Graduate! Today’s episode offers a behind-the-scenes look at the journey of a financial advisor, featuring a special guest from our own team: Joey Mills, who recently bec...Show More
5) Tax Planning Without Tears: Artist and Expert Hannah Cole’s Guide
Welcome back to Don’t Retire… Graduate! For our season six finale, I was thrilled to talk taxes in a way you’ve probably never heard before. Today’s episode features a conversation with Hannah Cole, t...Show More
6) Real Estate as a Tool for Growth: Meredith Mears on Investing With Purpose and Passion
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving deep into the world of building wealth through commercial real estate, entrepreneurial leaps, and personal growth. Joining me i...Show More
7) The Final Diary: Kobe Bolanos Wraps Up with Insights on Career, Estate Planning, and Growth
Welcome back to Don’t Retire… Graduate! In today’s special episode, we’re closing the chapter on our beloved “Diary of a Financial Advisor” segment as part of this podcast. It’s a bittersweet mileston...Show More
8) Turning Life Insurance Into Wealth: Jamie Mendelsohn on Monetizing Policies for Retirement and Giving
Welcome back to Don’t Retire… Graduate! In today’s episode, we’re taking the mystery out of one of the most overlooked financial assets: life insurance. I’m joined by Jamie Mendelsohn, Executive Vice ...Show More
9) From Teaching to Finance: Hannah Dennis on Building a Collaborative and Data-Driven Career
Welcome back to Don’t Retire… Graduate! In today’s episode of our “Diary of a Financial Advisor” segment, I had the pleasure of sitting down with Hannah Dennis, who transitioned from teaching young ch...Show More
10) From Homeless Teen to Millionaire: Matt Paradise’s Journey of Hope, Resilience, and Financial Wellness
Welcome back to Don’t Retire… Graduate! On today’s episode, I’m joined by a truly inspiring guest whose personal journey offers hope, resilience, and valuable lessons about financial wellness: Matt Pa...Show More