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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The WORST Financial Advice That People Hear (and What to Do 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
How to Make the Best Decisions When it Comes to Your Finances:
 

        • Advice such as “get a credit card and start building your credit” or “start investing for retirement as soon as you get your first job” may be well-intentioned, but it can take you years to recover.

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A Gift Idea for Loved Ones Who May Be Struggling in the Coming Year

Available for Interviews: Jason Wolfe

Jason Wolfe is the CEO/Founder of GiftCards.com. Wolfe now runs GiftYa.com, an exciting, new way to send gifts to the people we care about. GiftYa is like Venmo of Gifting. Sending Gift Cards, are old, impersonal, and out-dated. Sending GiftYa by text is new, exciting, can be personalized, can never be lost, and wont lose value.

What Jason Wolfe can say in an interview on gifts for struggling loved ones:

      • With many people out of work due to COVID, family and friends may be struggling a bit financially. With the holiday season just about concluding, how can you help those near and dear financially who “don’t want handouts”? 
      • Send their gifts early in the form of “spending money” so that they can use it now for real day-to-day needs or to splurge a bit on gifts to make them feel better. 

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4 Common Questions Financial Advisors Field in Shaky Times

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:

When markets get rocky, investors invariably begin to doubt the stability of their portfolios. Investment advisors who have lived through multiple economic expansions and contractions can tell you first hand that these are the most common calls they receive from clients when stocks are perceived to be risky.

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Money: Should You Dial Back Your Financial Risk in 2021?

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
Managing Your 2021 Financial Risk:
 

  • 2020 has been a wild ride in the markets. I’m talking with investors of two minds right now: One, that the volatility is just too much and they would rather sit out of the market until things calm down; and two, that the market is on such a rise post-election that they have missed the possibility for further gains and shouldn’t invest more cash right now.

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Little Known Secrets About Money That Can Change Your Life

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:

Financial missteps to avoid:

  1. Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
  2. Consider investing your previous employers 401 (k) into a fixed indexed annuity with no fee’s, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

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Good vs. Bad Debt: How to Make Informed Financial Decisions 

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 Bad and Good Debt
:

Bad Debt

Bad debt is buying things that you cannot afford. Racking up credit card debt to make consumer purchases or buy luxury items you cannot normally afford. Borrowing money when you do not have the ability to ever pay it back.

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Where to Put Your Money During Times of Uncertainty

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:

Where to Put Your Money During Times of Uncertainty…

JUMBO MMA, CDARS vs.
MYGA & Annuities explained …

If you are wondering where to put your money during times of uncertainty you must consider your long-term and short-term liquidity objectives.  Is the purpose to find a spot short-term because you want to use this money to buy a home or send your kids to school, or it is more about putting into something that is safe and offers growth potential?

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What Should You Focus on During a Crisis?

Available for Interviews: Ron Karr

Ron Karr is a Leadership and Influence Expert who presents to organizations worldwide and coaches CEO’s and Leadership Teams. He is the creator of the Velocity Mindset® and author of the CEO Bestselling Lead, Sell, or Get Out of the Way.

 

Talking Points from Ron Karr in an interview:

  • For some of us, this is the biggest crisis we’ve ever faced in our lives.
  • In our brains, the cortisol hormone is prompting us to fight or flight

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