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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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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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.

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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.

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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.

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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.

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15-Year vs. 30-Year Mortgage: What’s Best?

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
When It Comes to Financing Your Home:

Whether you’re a first-time homebuyer or consider yourself a seasoned pro, there is a certain anxiety that comes with buying a home. While it’s evident that styles, neighborhoods, school systems, and property taxes are all critical aspects of the home-buying process, there is no single element more puzzling and stressful to the consumer than the decision of how to finance one’s home.

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New 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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Wealth Is NO Accident: How Women Can Build and Keep Their Prosperity

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
Building Wealth:

          • Building wealth and KEEPING wealth is not an accident. Unintentional mistakes can strip a woman of her windfall if she isn’t prepared. Just like mistakes and lack of clarity can keep a woman from building wealth.

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