Category: Financial Security

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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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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6 Steps to Automate Your Life, Automate Your Retirement Savings

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
6 Steps to Automate Your Retirement Savings:

A financial advisor shares strategies to get ahead
(for very little money)
      • We’re all so busy. We think we’ll do things tomorrow, but the years pass us by.
      • Good news, there are 6 easy steps for getting your retirement savings going:

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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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Inflation on the Rise: 7 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 Rule$: It’s Not What You Make, It’s What You Keep.

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

    • Inflation is on the rise. We feel it at the pump, in the grocery store. Sadly, the value of your money in the bank has gone down. While most feel helpless to taxes, it’s an area where we can keep more of what we make. You just have to be smart about your Money Rule$.
    • 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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Financial Education and the Wealth Gap

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 Education and the Wealth Gap:

    • The socio-economic wealth gap is clear by age 15 according to the PISA Study by Consumer Financial Protection Bureau (well before these teenagers started their financial lives). The 2019 study took measures of economic, social, and cultural status rather than simply household income averages for a particular school. 

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Inflation: It’s Back Like Everything Else From the ’80s

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
How to Save Money During This Inflationary Period:

Remember the 1980s and high inflation? It was at that time that the world was in a major recession and the US had both tremendous unemployment and inflation. Last year we saw prices increase sharply in the area of energy and goods (especially gas and used cars). Supply chain issues also caused price increases in various goods while consumer demands for these goods remain high.

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Avoid These 5 Retirement Planning Mistakes

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
Retirement Mistakes to Avoid:

 1. Failure to Launch. Not getting the retirement investing clock started early in your career is the absolute biggest mistake we see. The power of time in the market is what makes the major difference in your future and getting started as early as possible, even with a small amount, can make a massive impact on your plan’s longevity.

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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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