In this thought-provoking episode, I sit down with seasoned financial advisor and author Eric Brotman to rethink the traditional path to retirement. With over three decades of experience, Eric shares how financial planning has evolved, why retirement is an outdated goal, and how you can build a more fulfilling and financially independent life—on your own terms.

Key Highlights:

1. Retire the word “retirement” — why financial independence is a more empowering goal
2. How shame, procrastination, and mental blocks prevent financial progress
3. Simple, automated strategies for managing your money with less stress
4. The case for doing meaningful work for life, not quitting early
5. Why personalized planning matters more than income or net worth

If you're ready to challenge old beliefs and create a financial future aligned with your values, this episode is a must-listen. Listen now and start redefining what success looks like for you.

Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $800,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name.

Eric Brotman's Links:

Eric's Book, Don't Retire... Graduate!

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Don't Retire.. Graduate Podcast!

• Check out Chelsea's episode

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Always and Never About Money Episode Links:
Video Podcast: https://www.youtube.com/@MoneyMasteryWithChelsea
Socials: https://linktr.ee/the_money_whisper
Money Mastery Website: www.moneymastery.work
Reddit: https://www.reddit.com/r/AlwaysandNeverMoney/

Ever felt like your work was missing something, even if the pay was good? Or, as a leader, are you struggling to truly inspire and retain your best talent? In this insightful episode, I sit down with the brilliant Steph Tuss, a master of organizational dynamics, to explore the surprising truth about what truly drives people in the workplace. We go beyond the typical discussions of salaries and benefits to uncover the profound impact of purpose, meaning, and a clear vision.

Key Highlights:

1. Meaning Drives Loyalty: Discover why purpose keeps employees longer, even over higher pay.
2. Vision Beyond Profit: Learn why an inspiring company vision (not just financial goals) boosts engagement.
3. The Cost of No Purpose: Understand the hidden expenses of a disengaged workforce.
4. Empower Their "Why": Learn to connect individual roles to the company's bigger impact.
5. From Tasks to Transformation: Shift from task management to truly inspiring your team.

If you're ready to transform your workplace culture, understand employee motivation on a deeper level, or find more fulfillment in your own role, this conversation is a must-listen.

Steph Tuss is a seasoned strategic advisor with over 15 years of experience empowering business founders to evolve and scale. As the former CEO of Life Is Now, Inc., she guided hundreds of businesses in leadership, operations, and team development. Steph specializes in strategic growth planning, leadership realignment, and resolving complex organizational challenges. Known for simplifying complex issues, she now works one-on-one with founders, helping them make confident, aligned decisions. When not advising, Steph travels the U.S. in her Airstream, finding inspiration in nature, music, and food.

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Adam Grant

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Always and Never About Money Episode Links:
Video Podcast: https://www.youtube.com/@MoneyMasteryWithChelsea
Socials: https://linktr.ee/the_money_whisper
Money Mastery Website: www.moneymastery.work
Reddit: https://www.reddit.com/r/AlwaysandNeverMoney/

Ready for a perspective shift that will forever change how you see your finances? Join Chelsea, the Money Whisperer, as she dives deep into the surprising truths that often go unacknowledged in our relationship with money. This isn't your typical dry financial advice – we're exploring the vibrant connection between your inner world, your habits, and the way money shows up in your life.

Key Highlights:

1. Money as a Mirror: Understand why money, despite being inanimate, acts as a powerful reflection of your energy, focus, and priorities in life.
2. Beyond Advice: The Power of Habits: Discover why simply seeking more financial advice often falls short, and the critical role of changing your daily habits for lasting financial transformation.
3. The Long Game of Financial Freedom: Learn that true financial freedom isn't found, but built through consistent, patient effort, much like training for a long-distance race.
4. Commit to Building: Identify a specific, quiet commitment you can make to build your financial future over the next year, whether it's budgeting or saving.
5. Liberation Through Truth: Embrace these three hard truths not as sources of guilt or shame, but as empowering calls to action on behalf of your own financial well-being.

Discover why money is both a simple tool and a profound reflection of you, and learn the crucial shifts needed to move beyond advice and into lasting change.

Want to hear a specific topic? Text Us!

Always and Never About Money Episode Links:
Video Podcast: https://www.youtube.com/@MoneyMasteryWithChelsea
Socials: https://linktr.ee/the_money_whisper
Money Mastery Website: www.moneymastery.work
Reddit: https://www.reddit.com/r/AlwaysandNeverMoney/