Financial Lessons From the Pandemic (and What You Can Do Now)

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 clients’ 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 on
Financial Planning For the Future:

There are risks that are regularly discussed: trade wars, the next quarter’s returns, budget deficit forecasts, and elections. But the real risks are the things that aren’t being discussed yet—the ones that weren’t predicted: pandemics, September 11, Pearl Harbor, the Lehman Brothers not being able to find a buyer. (Yes, 2008 was so devastating that the name Lehman Brothers, one of the most prestigious financial institutions in the world at the time, was treated like a leper because of their balance sheet.)

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7 Essential Pointers on Preparing for Retirement

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 clients’ 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 on
Preparing for Retirement
:

 1. Have a game plan in place. Where do you want to live? Do you want to move and downsize? Do you have grandchildren you want to be close to? 

 2. Have a written retirement plan. It is essential for a person to have a written retirement income plan, not just an investment plan. Most people have money saved up, but they lack an actual written plan to determine where and what their retirement income will look like.

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Top 3 Money Spending Mistakes During the Holiday Season

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach, and advocate for financial literacy.

What Chris Janeway can say in an interview about
Mistakes People Make With Money During the Holiday Season:

 1. LACK OF A BUDGET. It sounds so simple but going into the holiday season with a plan is half of the battle. It’s so easy to get caught up in the gift shopping, parties, etc., that we don’t realize how much these add up. I’m guilty of it myself. It’s been more than one year that I think my wife’s stocking stuffers ended up costing more than her gift because I got swept up in wanting to make things special. You need to have a budget for the season and for each gift. The other half of the battle is actually sticking to the budget. Whether it’s guilt or competition, we often lose discipline and overspend, even when we HAD a plan. Be firm with your plan. If you go over, you’re stealing from some other goal in your or your family’s life.

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An Affordable, Accessible, and Relevant University Degree: Is This Too Good to Be True?

Available for Interviews: Mat Jacobson

Mat Jacobson is the Founder & CEO of the Ducere Global Business School, and as a thought leader on innovation within education, is creating some of the industry’s most innovative educational platforms and projects. He is a regular media contributor on topics of business, innovation and entrepreneurship, and has appeared in articles including Wealth Creator, Marketing Magazine, Business First, Smart Magazine, Start-Up Smart and Business Builders.

What Mat Jacobson can say in an interview on
Affordable, Accessible, and Relevant University Degrees:

      • A California business school has teamed up with publicly accredited British universities to revolutionize US Higher Education
      • Fully online bachelor and masters degrees from $14,500 TOTAL Tuition (not yearly costs)

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Stop Treating Your Finances Like a Junk Drawer in 2022

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 clients’ 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 on
Money Tips for 2022:

    • Fall is a great time to do a health & wellness checkup of your financial holdings and preparing for the future
    • 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policies, Wills and legal documents, auto, and home insurance policies are scattered all over the place.

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What Is a Budget and How to Draft One?

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach, and advocate for financial literacy.

What Chris Janeway can say in an interview about
Budgets:

    • With the rise of online banking, we’ve seen budgeting and balancing checkbooks go out the window. Paired with a lack of financial education in our schools, families aren’t prepared financially. The best first step is a budget.

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How to Adjust Your Retirement Planning Post-Pandemic

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
Retirement Planning Post-Pandemic:

    • Forced into early retirement? What should you do? It is important to seek new employment. Example: Take a top executive in PepsiCo who lost her job. She was in her late 50s. She worked with headhunters and did a lot of daily networking. Fortunately, she landed a great job.

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5 Financial Lessons From the Past That Can Help Us Today

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 clients’ 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 Learning from the 2008 Financial Crisis and the Global Pandemic:

The pandemic crisis happened, and people want to look at the past to solve the problems of the future. People need to have contingency plans in place so when something like this happens, they are prepared.

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5 Simple Ways to Fall Clean Your Finances

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
Staying on Top of the Big Picture When It Comes to Your Finances:

 1. Analyze Your Finances
Quarterly or Biannually

You want to make sure that your long-term strategy is congruent with your short-term strategy. If the short-term is not working out, you may need to adjust what you are doing to make sure your outcome produces the desired results you are looking to accomplish. It is just like setting sail on a voyage across the Atlantic Ocean. You know where you want to go and plot your course, but there are many factors that need to be considered to actually get you across and across safely. Your finances behave the exact same way. Check your current situation and make sure you are taking into consideration all of the various wealth-eroding factors that can take you completely off course. Continue reading “5 Simple Ways to Fall Clean Your Finances”

Why Every Teen SHOULD Get a Credit Card

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA.  He is also a national speaker, financial coach, and advocate for financial literacy.

What Chris Janeway can say in an interview about
Teens & Credit Cards:

    • Credit card debt is an epidemic in the US and its improper use can be extremely financially dangerous.
    • However, they CAN be an excellent tool for your wealth building.

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