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.

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Recent Study: COVID Impacts Women’s Finances. Here’s How to Rebuild

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
Rebuilding Investments During Volatility:
 

      • In addition to the wage gap, data suggests there is also a wealth gap—women do not have as much saved for retirement as their male counterparts.
      • According to a survey released in Jan 2021 from the Nationwide Retirement Institute (https://news.nationwide.com/women-investors-concerns/), COVID-19 has widened this retirement preparedness gap.

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Stop Treating Your Finances Like a Junk Drawer

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 on
Money Tips for 2021:

  • 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policy’s, Wills and legal documents, auto and home insurance policies are scattered all over the place.

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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?”

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.

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Get That Raise: 5 To-Do Tasks to Get the Confidence to Ask

Available for Interviews:  Julie DeLucca-Collins

Julie DeLucca-Collins shows people how to create simple habits and go from overwhelm to self-doubt to having more peace, purpose, power,  passion, and prosperity. She is the author of Confident You: Simple Habits to Live the Life You Have Imagined.

What Julie DeLucca-Collins can say in an interview on
Gaining the Confidence to Ask for a Raise:

Most people cringe at the thought of asking their boss for a pay raise. Asking for a raise can be intimidating, but most company managers and business owners want to take good care of their employees, and chances are your reminder will be taken seriously. Here are 5 actionable ways you can build your case for a raise, and gain the confidence you need along the way:

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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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Should You Dump Your 401(k)?

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
Our 401(k) and Financial Security:

The Pre-tax vs Post Tax Planning Myth

One thing we know are facts of today, but no one can predict the facts of the future. Today you may be married with children. You may have a home with a mortgage. If you wanted you could simply call your CPA and find out what your marginal tax is and how much you owe. 

The challenge is not knowing what the future holds. All too often people rely on what “worked” in the past when the facts of today are vastly different from 20 years ago. 

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How to Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) 

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
How to Get the Most From Retirement Accounts
:

    • Many investors rely heavily on their 401k for their retirement savings, but there are some significant drawbacks to that strategy when it comes to getting the most value out of your money. While investors are conditioned to think about diversifying from an investment perspective, they often don’t think about diversifying from a tax perspective.

Continue reading “How to Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) “