The Shocking Truth… Most Wealthy People Do Have Debt! (How they plan and use their money differently)

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Debt Strategies of the Wealthy:

      • Public opinion puts a lot of emphasis on being debt-free, but interestingly when you look at many wealthy and financially successful people’s balance sheets, they DO have debt, and sometimes lots of it! 
      • The secret to wealth doesn’t lie in being debt-free, but rather in using each dollar to accomplish its most valuable purpose. 

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This Money Mind Shift Will Help You Control When You Want to Retire (and Not the IRS)

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Retirement and Security:

The IRS Makes You THINK That Retirement Starts at 60. Learn Income Producing Strategies to Set Your Own Retirement Age

    • Typically I’m asked, “Can I afford to retire?” by women in their late 50s and early 60s.
    • Women in their late 40s and early 50s ask, “What can I do to retire before I’m 60?”

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6 Common Expense Mistakes Businesses Make and How to Fix Them

Available for Interviews:  Marc Freedman

Marc Freedman is Certified Expense Reduction Consultant advising businesses on keeping more of the money they make. He is also the author of Expense to Profit: Eliminate The Costs That Sabotage Your Growth.

Talking Points / What Mark Freedman can say in an interview
on Common Business Mistakes & How to Fix Them:

Mistake #1  Your vendor might be overcharging you but how do you know? Determine what market pricing for the product or service you are purchasing is from the vendor.

Mistake #2  Is your chosen vendor solving your issue? Review your needs and importance of the solution and the impact it has on your business.

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Is Cryptocurrency a Good Hedge in Your Portfolio?

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview:

The recent volatility in global markets has investors asking whether they should have some amount of cryptocurrency in their portfolios to hedge against uncertainty. Crypto, as it’s known, and its underlying infrastructure, Blockchain, have been a hotly debated topic in the past few years and now the global pandemic has investors of every age interested in the potential protection against downside risk in the equity markets.

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Post-Pandemic Corporate America: How Will It Be Different?

Available for Interviews:  Marc Freedman

Marc Freedman is Certified Expense Reduction Consultant advising businesses on keeping more of the money they make. He is also the author of Expense to Profit: Eliminate The Costs That Sabotage Your Growth.

What Marc Freedman can say in an interview on
Corporate America Post-Pandemic
:

The COVID-19 Pandemic has changed business for the foreseeable future and potentially forever. Expenses or norms that were once seen are now being reassessed, reduced, or cut entirely. Here are some ways in which we believe things have already and will continue to change:

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Money Sense. DON’T Start With a Budget: How to Plan Your Spending Instead

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Saving and Spening Plans:

  • Do you know why budgets don’t work for women who’ve never had a budget? Two reasons. One, mindset. Many women resist a budget because it feels like a punishment. It feels restrictive and limiting. Two, she creates a budget without knowing the truth.

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Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever.  But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation.  Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life.  Money erodes over time in the form of:

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5 Savings Tips for Becoming a Millionaire Over Time

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on Wealth Building:
 

Saving is the number one way by which Americans become millionaires. While it does take time, you can accelerate your accumulation of wealth by exercising sound judgment and discipline.

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5 Tips on Reducing Unnecessary and Costly Office Expenses During Covid

Available for Interviews:  Marc Freedman

Marc Freedman is Certified Expense Reduction Consultant advising businesses on keeping more of the money they make. He is also the author of Expense to Profit: Eliminate The Costs That Sabotage Your Growth.

What Marc Freedman can say in an interview on
Cost-Saving Office Tips
:

 1. Review invoices and compare services needed versus services being paid for.

 2. Survey your employee population about the new normal of remote working and what works for each individual.

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How to Pay Cash for Your Next Car

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
How to Pay Cash for Your Next Car:

      • Many naysayers think they would never be able to pay cash for a car.
      • I’m a planner so I believe that anything is possible with a plan.
      • I also believe you can’t listen to people who’ve never done what you want to do because their bias will detract you from your goals.

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