Category: Money

3 Steps to Protecting Your Money After an IPO

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 How to Protect Your Money After an IPO: 

If you were fortunate enough to own stock in a private company that has recently gone through an initial public offering (IPO), you’re experiencing an enormous opportunity to grow your wealth. But knowing the right moves to make in this event can be difficult. 

Here are three important steps to take when navigating an IPO to achieve an outcome that maximizes your portfolio:

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5 Smart Things You Can Do With the Money You Saved During Covid

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 Investments and Elections: 

With vacations on hold, commuting costs down, and home-cooking on the rise, many US households are finding themselves with a handful of cash. Here are the smart things to do with the money you are saving during the pandemic.

1. Pay down debt

Any financial advisor will tell you that high interest debt is the one of the first things you should get off your back. This will have a positive effect on your credit score and free up funds for investing in other areas of your life.

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5 Shortcuts to a Successful Financial Future

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:

1. Maximize your retirement plan contributions. Investors looking to set themselves up for a rewarding retirement are wise to maximize the use of tax-advantaged savings vehicles. For 2021 the IRS will let you contribute $19,500 to a 401(k) plan, $6,000 to an IRA, and an additional $1,000 to an IRA if you are over the age of 50. If you can’t contribute the max, find out what your employer’s match is and contribute at least that amount, to take advantage of the “free money.”

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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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How Billions of Dollars Are Lost Each Year Due to Miscommunication

Available for Interviews:  Dr. Kelly Waltman

Kelly Waltman, PhD, is the Founder and CEO of SLR Leadership Consultion, LLC. She is also the author of Elevate Connection: Cutivate and Engaged, Inspired, Productive and Profitable Team Culture.

What Dr. Kelly Waltman can say in an interview
on Miscommunication:

    • Research has demonstrated that the average cost of employee turnover ranges anywhere from a modest estimate of $15,000 per employee to $35,000 per employee—with the cost of turnover increasing as the employee’s job level and salary increase.

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The Shocking Truth… Most Wealthy People Do Have Debt!

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:

Wealthy have debt. They just plan and use their money differently.

      • 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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Money: Should You Dial Back Your Financial Risk?

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 Financial Risk: 

  • 2020 was 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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How to Build Wealth Post-Pandemic

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 Build Wealth in the New Year: 

Live a More Generous Life and Find Greater Happiness
Using Money Systems
  • The old adage that you need to “live on less than you make” to build wealth is only partially true. Here’s why: It doesn’t take into account happiness or health. Our personal health, the health of our people, and the health of our relationships are a form of wealth too.

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Women and Spending: Developing Good Money Mindsets

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
Developing Money Mindsets for Women: 

      • I’ve found that women crave security and in their quest for financial security they often experience guilt about spending money on their “wants.”
      • I teach women to ditch the guilt and to give themselves rewards, when they’ve done good things with their money, as long as they have a plan for funding the purchase.

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How to Manage New Post-COVID Business Expenses

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 Managing Post-COVID Business Expenses:

Hire an Expense Reduction Consultant to manage business expenses will save companies thousands and thousands of dollars.

Here are some areas that need to be examined in the post-COVID environment:

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