Eric Brotman

Eric Brotman

Washington DC-Baltimore Area
4K followers 500+ connections

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About

Eric D. Brotman, CFP®, AEP®, CPWA®, is the chief growth officer and chairman of the board…

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Articles by Eric

  • How Action Bias Can Tank Your Investment Portfolio
    Aug 11, 2022

    How Action Bias Can Tank Your Investment Portfolio

    There's a saying that we all know and love which is, “Don't just sit there. Do something.

    2 Comments
  • College Savings 2.0 - Facts about 529 Plans
    Jul 10, 2018

    College Savings 2.0 - Facts about 529 Plans

    Some of the details of 529 College Savings Plans are a bit complicated. Once you have the basics down, here are a few…

  • 529 Plan Basics
    Jun 21, 2018

    529 Plan Basics

    529 College Plans were initially created to help families save money for higher education expenses for children…

    1 Comment
  • How we improved our family's finances with a simple transaction
    Jun 12, 2018

    How we improved our family's finances with a simple transaction

    In 2010, the federal government wanted to raise revenue and allowed traditional IRAs to be converted into Roth IRAs…

  • What is a "Backdoor" Roth IRA?
    Jun 5, 2018

    What is a "Backdoor" Roth IRA?

    The “Backdoor” Roth IRA While you may not qualify to make a direct contribution to a Roth IRA, it is possible to…

  • Saving in a Roth IRA During Retirement
    May 30, 2018

    Saving in a Roth IRA During Retirement

    Because you may make contributions to a Roth IRA as long as you are working and are within the income limits, they make…

  • Why You Need a Roth IRA
    May 21, 2018

    Why You Need a Roth IRA

    Roth IRAs are special individual retirement accounts in which you pay taxes on the money you contribute from your W-2…

  • Identity Theft Hits Home
    Mar 30, 2015

    Identity Theft Hits Home

    I want to share a personal story with you in the hopes that it may encourage you to take steps protect your identity. I…

    22 Comments
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Activity

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Experience

Education

  • University of Pennsylvania Graphic

    University of Pennsylvania

    -

    -

    Activities and Societies: The Daily Pennsylvanian - Advertising Manager Delta Tau Delta International Fraternity, Omega Chapter

  • -

Volunteer Experience

  • Stevenson University Graphic

    Member Board of Trustees

    Stevenson University

    - Present 1 year 10 months

    Education

    Past Chairman, University Advancement Committee
    Serving my 4th term on the Board, after a hiatus.

  • Leadership Maryland Graphic

    Past Chairman

    Leadership Maryland

    - Present 8 years 2 months

    Member, Class of 2009 (the Class with Taste). Long-time board member and Chairman from 2016-18. Simply the most amazing group of professionals I know!

  • Maryland State Retirement and Pension System Graphic

    Member Board Of Trustees

    Maryland State Retirement and Pension System

    - 5 years

    Proud to serve the current and future retirees of the State of Maryland, including firefighters, police officers, correctional officers, teachers, and state employees as a member of the MSRP Board of Trustees and the Investment Committee.

Publications

  • Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age

    Brotman Media Group

    Whether retirement is right around the corner or you’ve just stepped into your professional life, financial independence can feel daunting and unattainable. Stressful money mistakes or debt shouldn’t postpone retirement planning until your golden years.

    The earlier you start, the better – but it’s never too late to go back to school and double major in financial independence and retirement readiness at any age!

    Don't Retire...Graduate! is your degree in fully-fledged financial…

    Whether retirement is right around the corner or you’ve just stepped into your professional life, financial independence can feel daunting and unattainable. Stressful money mistakes or debt shouldn’t postpone retirement planning until your golden years.

    The earlier you start, the better – but it’s never too late to go back to school and double major in financial independence and retirement readiness at any age!

    Don't Retire...Graduate! is your degree in fully-fledged financial freedom with a full syllabus of courses that will help you advance, not retreat, into the perfect retirement for you. No matter where you are along your personal finance journey, this guide will meet you there with simple insight for beginners and a step-by-step plan for your wealth, your way – so you can graduate into a successful retirement when you’re ready!

    You’re about to learn:
    Three smart investing strategies to free yourself from debt while still paying yourself first.
    Why risk management and insurance will build security for your financial castle and everyone living in it.
    The 12 relationship questions to determine if you should keep or break up with your financial advisor, wealth manager, or CFP.
    How to maximize the peak earning years of your midlife with a crash course in retirement accounts and IRAs.
    Twenty-one extra credit assignments in financial independence to take you to the top of the class.

    Get the financial literacy you've been missing! If you’re ready to turn financial challenges into rich opportunities with retirement planning like you've never seen before, read Don't Retire...Graduate! now!

    See publication

  • Pay Less Taxes Now! Four strategies to Help Reduce Your Taxes Legally

    eBook

    See publication

  • Retire Wealthy - The Tools You Need to Help Build Lasting Wealth - On Your Own or With Your Financial Advisor

    AuthorHouse

    Retire Wealthy, author Eric D. Brotman’s second book, aims to provide readers with the tools needed to achieve financial independence in retirement. Specifically, Retire Wealthy serves as a financial literacy resource for readers who want to learn the basics of financial planning and wealth-building – whether working on one’s own or with a financial advisor. This highly informative book breaks down investment principles and vehicles in simple language to take the fear out of financial planning…

    Retire Wealthy, author Eric D. Brotman’s second book, aims to provide readers with the tools needed to achieve financial independence in retirement. Specifically, Retire Wealthy serves as a financial literacy resource for readers who want to learn the basics of financial planning and wealth-building – whether working on one’s own or with a financial advisor. This highly informative book breaks down investment principles and vehicles in simple language to take the fear out of financial planning and motivate readers to begin the journey to financial independence.

    See publication

  • Debt-Free for Life: The Tools You Need to Free Yourself From Debt

    One Hour or Less Publishing, LLC

    Sensible strategies and free resources for reducing and eliminating debt. "Debt Free for Life" is not only for people whose debt has overwhelmed them, but also for anyone who wants to reduce interest payments and pay off loans faster.

    See publication

  • Media Appearances:

    -

    Mr. Brotman appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and has also been interviewed by WMAR Baltimore / ABC2 News. He has appeared in print in Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, The Daily Record, Smart CEO, Investment Advisor, Fidelity Investor's Weekly, Investment News, Journal of Financial Planning, Crain’s Baltimore, and numerous other publications. He has been featured on various websites, including Yahoo! Finance…

    Mr. Brotman appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and has also been interviewed by WMAR Baltimore / ABC2 News. He has appeared in print in Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, The Daily Record, Smart CEO, Investment Advisor, Fidelity Investor's Weekly, Investment News, Journal of Financial Planning, Crain’s Baltimore, and numerous other publications. He has been featured on various websites, including Yahoo! Finance, ChiefExecutive.com, Reuters.com, Financial-Planning.com, and Forbes.com, and has appeared on a variety of radio programs, including the Marilu Henner Show and KGO News in San Francisco. Mr. Brotman was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011.

  • Television Appearances:

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    11 News Sunday Morning on WBAL

Honors & Awards

  • Daily Record VIP List - 2011

    The Daily Record

    Named one of 50 "Very Important Professionals" in Maryland under Age 40.

  • Maryland Power Player

    The Gazette of Business and Politics

Organizations

  • Maryland State Retirement & Pension System

    Board of Trustees

    - Present

    Appointed to a four-year term by Governor Larry Hogan

  • Stevenson University

    Trustee / Chairman of University Advancement Committee

    - Present

  • Leadership Maryland

    Chairman

    - Present

    Member - Class of 2009

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