Financial Education

5 Biggest Money (Tax) Moves You Need to Know

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville. Mario brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The RELAX Investor: Conquering Fear & Investing Through Self-Discover.

What Mario Payne could say on
How to Take Advantage of Tax Opportunities:

1. Maximize Tax-Advantaged Accounts. Contributing to tax-advantaged retirement accounts like 401(k)s, Roth IRAs, and traditional IRAs can provide substantial tax savings. Not only do these accounts allow your investments to grow tax-free, but contributions may be tax deductible, depending on the type of account and your income level.

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5 Strategies For Managing the Rising Costs of Healthcare

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville and brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The R.e.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.

What Mario Payne could say on
Managing the Rising Costs of Healthcare:

1. Understand Your Health Insurance Plan. It’s important to fully understand your health insurance coverage, including your covered services, out-of-pocket maximum, and whether your preferred providers are in-network. This understanding can help you avoid surprise charges.

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Top Gift Ideas for College Graduates

Available for Interviews: Mario Payne, CFP

What Mario Payne could say on
Gift Ideas for Graduates:

- Contribution to a 529 Plan or Education Savings Account. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. Contributions to these plans can help cover tuition, books, and other education-related expenses and are usually tax-deductible.

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5 Ways AI Is Helping Your Financial Planner Make You More Money

Available for Interviews: Mario Payne, CFP

What Mario Payne could say on
AI and Wealth Generation:

5 Ways AI Is Helping Your Financial Planner Make You More Money

1) Enhanced Financial Forecasting and Risk Assessment. AI algorithms can process vast amounts of data to provide better predictive models. These advanced predictions can help financial planners understand market trends, asset performance, and risk factors, enabling them to make more informed investment decisions.

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Inflation: 5 Strategies to Control Your Money 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 is the author of the forthcoming book, Money Rules: 9 Rules to Massive Weatlh.

What Harry Abramhamsen can say in an interview on
Protecting Your Financial Future:

Inflation is here. We feel it at the pump, in the grocery store. Inflation is like the stealth tax, money is there, but it disappears quickly. You just must be smart about your Money Rules.
There are tens, if not hundreds, of invisible forces actively invading your wealth, sometimes all at the same time, and if you don’t build a moat around your paper castle, it will be plundered.

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Make More Money by Making These 5 “Money Moves”

Available for Interviews: Suzanne Powell

Suzanne Powell Suzanne is the founder of Capital Strategies Group, and acting Vice-President of Meridian Wealth Management. She is also the author of the newly released book, The Ultimate Money Moves for Women Over 50.

What Suzanne Powell could say on
Making More Money:

With inflation rising and wages staying stagnant, how can you increase your income? The author of Money Moves has some strategies.
Here are 5:

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5 Essential Strategies to Talk About Money With Kids

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 an advocate for financial literacy.

What Chris Janeway can say in an interview about
Kids & Money:

Kids aren’t taught about money in school or often at home. We don’t know how to appropriately teach good money habits. Often, this is because we haven’t ever gotten educated ourselves.

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Pay Down Debt or Save For Retirement?

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 an advocate for financial literacy.

What Chris Janeway can say in an interview about
Debt & Saving for Retirement:

- This seems to be one of the most highly debated topics in personal finance. Most financial advisors will tell you that paying down your high-interest rate debt like credit cards is a priority, but that you should invest and pay the lower interest debt, especially a mortgage, over time.

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Financial Literacy: How to Close the Learning Gaps

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
Financial Literacy:

* Financial Literacy Gaps at Home & School. There’s a combination of multiple issues in the marketplace for financial literacy. First and foremost, most adults aren’t taught any form of financial literacy through either their schools or their parents at home when they were younger. As we get older it becomes harder and harder to not only understand and admit our own lack of knowledge, but we also struggle to know where to find reputable information. Along with that, we run into an issue of competing priorities. As we age we’re in the midst of our careers, raising families, and all of the busyness that life can bring. Taking the extra time to increase our financial knowledge often goes to the bottom of the pile.

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Inflation and Pensions: Adjusting for the Future

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
Inflation & Pensions:

- - Inflation isn’t inherently a bad thing for pension systems when it’s under control. Mild inflation is a good thing over time and, if anything, it often helps boost the asset pool under management. The problem we’re seeing now is rampant inflation adding downside volatility to the economy accompanied by rising interest rates. The rising rate environment is adding huge volatility to the bond market, where pension systems and seniors go for safety from risk.

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