Category: Finances

How to Manage New Post-COVID Business Expenses

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 Managing Post-COVID Business Expenses:

Hire an Expense Reduction Consultant to manage business expenses will save companies thousands and thousands of dollars.

Here are some areas that need to be examined in the post-COVID environment:

Continue reading “How to Manage New Post-COVID Business Expenses”

Financial Advice Is RARELY a One Size Fits All For Women

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
Why All Women Need to Hire a Financial Planner:

    • Women, we need to ask good questions. Such as, “How does this apply to me?”
    • Listen to the financial celebrities and consider how the advice they’re giving to millions of people actually applies to you, in your specific situation.

Continue reading “Financial Advice Is RARELY a One Size Fits All For Women”

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?”

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

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.

Continue reading “6 Common Expense Mistakes Businesses Make and How to Fix Them”

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:

Continue reading “Post-Pandemic Corporate America: How Will It Be Different?”

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.

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

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.

Continue reading “5 Savings Tips for Becoming a Millionaire Over Time”

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.

Continue reading “5 Tips on Reducing Unnecessary and Costly Office Expenses During Covid”

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.

Continue reading “How to Pay Cash for Your Next Car”

Don’t Miss Out on Roth IRA Tax Benefits at This Unique Time

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 a
Roth IRA Conversion and a Tax Benefit: 

Should I consider a Roth IRA Conversion?
(At this Unique Moment in Time)
  • The Biden Administration has been busy since inauguration day, and after calming the pandemic, many expect the Democrats to turn their attention to taxes. 

Continue reading “Don’t Miss Out on Roth IRA Tax Benefits at This Unique Time”