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Ep. 272: Beyond the 401(k): Eric Brotman’s Vision for Generational Wealth Wisdom

Beyond the 401(k): Eric Brotman’s Vision for Generational Wealth Wisdom In This Episode: In this episode, Jim talks with financial advisor and wealth manager Eric Brotman. With almost 30 years of experience, Eric shares insights on financial literacy, empowering families, and the unique approach he takes.  3 Key Takeaways: Purposeful Financial Planning: It’s critical to utilize financial planning that goes …