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.

Continue reading “The WORST Financial Advice That People Hear (and What to Do Instead)”

Should You Dump Your 401(k)? The Right Retirement Moves for 2021

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
The 401(k) and Retirement:

Money magazine’s front page headline asked this same question back in April 2003. The Founder and Pension Consultant of the 401(k) Ted Benna, the man who created the first plan in the 1980’s, was quoted:

“If I were starting from scratch today building the 401(k)’s, I’d frankly blow up the existing structures.”

Continue reading “Should You Dump Your 401(k)? The Right Retirement Moves for 2021”

Saving for “Sunny Day” Funds in the New Year

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 for “Sunny Day” Funds:
 

    • Savings: You Don’t Really Need a Huge Emergency Fund.
    • Building up and maintaining a 6-month rainy day fund can seem unrealistic and perhaps even unnecessary.
    • Instead of “rainy day” funds, what I teach is building up “sunny day” funds. Accounts for designated known and unknown expenses to which you contribute on a regular basis with automatic transfers.

Continue reading “Saving for “Sunny Day” Funds in the New Year”

The Stock Market is Up. Now What?

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
The Current Stock Market:

If you have an old 401 (k) or IRA and experienced market volatility over the past year you may want to prepare yourself so you can capitalize on another dip.

If the markets drop significantly you may want to consider cashing out and paying the early tax penalty.

Continue reading “The Stock Market is Up. Now What?”

5 Time Management Strategies That Will Make You More Money

Available for Interviews: Dr. Travis Parry

Travis Parry, PhD, is a speaker, coach, and educator and has a passion for helping others in achieve a healthy work/life balance. Parry is also the author of the #1 bestseller, Achieving Balance: Make Time to Reach Your Business and Personal Goals in an Overworked World. 

 

What Dr. Parry Can Say in an Interview:

If “time is money” then why don’t we have more financial advisors managing their own portfolio better? Financial advisors are one of the worst offenders of productivity principles as they wear many different hats throughout their workday. These 5 tips can give clarity to the work day, increase productivity, and lead to better work/life balance:

Continue reading “5 Time Management Strategies That Will Make You More Money”

Experts Available Through the Thanksgiving Weekend

Experts Available in These Categories

HEALTH & MEDICINE

Available for TOPICS on COVID Prevention, CDC Protocols, Obesity, Pain Management:
Dr. Tammy Penhollow, DO, specializing in anesthesiology and pain management, and has a passion for regenerative medicine and holistic healing.

Available for TOPICS on Work-Life Integration, Stress Management, Sleep/Rest, Self-Care:
Dr. Saundra Dalton-Smith, MD, board-certified internal medicine physician and work-life Integration Strategist, international speaker, and bestselling author of Sacred Rest: Recover Your Life, Renew Your Energy, Restore Your Sanity.

Available for TOPICS on Public Health/Policy, Healthcare Reform, Skin Cancer:
Dr. Reagan Anderson, DO, specializing in general Dermatology and served in the United States Navy. Author of Universal Death Care: A Solution for Healthcare in the Age of Entitlement, he is passionate about changing healthcare in the U.S.

Available for TOPICS on Weight Loss, Nutrition, Exercise, Women’s Health, Self-Care:
Dr. Mimi Secor, DNP, FNP-BC, FAANP, FAAN, nurse practitioner and fitness & health advocate. Author of Debut a New You: Transforming Your Life at Any Age.

Continue reading “Experts Available Through the Thanksgiving Weekend”

Must-Know Money Strategies During COVID-19

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. 

 

Talking Points from Harry Abramhamsen on
Money Strategies During the Pandemic
:

Are you working, but don’t have any money in the bank?  Or maybe worse, you are not working at all. . . 

What are little known secrets about money
that can change your life?

If you are working

STOP all contributions into your retirement account.  You will be able to relocate these contributions into a saving account to build some short term liquidity.  Even if you have a match, temporarily stop all contributions until you build a short term cushion.

Continue reading “Must-Know Money Strategies During COVID-19”

Contactless Holiday Shopping Is Convenient and Can Save Lives

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.

“To help fight disease transmission, retailers are also encouraging consumers to use low-touch or no-touch forms of payment whenever possible.” –Jason Wolfe

From the creators of GiftYa, learn how to use these 4 easy ways to shop safely while making payments electronically during the pandemic.

Continue reading “Contactless Holiday Shopping Is Convenient and Can Save Lives”

How a Change in Leadership Will Affect Wealthy Investors

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:

In an effort to prepare for all outcomes of the November election, investors should be aware of the tax plan proposed by presidential candidate Biden. These changes, if enacted, will have a material effect on estate planning, gifting, and capital gains strategies.

Continue reading “How a Change in Leadership Will Affect Wealthy Investors”

How My Daughter Became an 11-Time Bestseller

Available for Interviews:  Trevor Crane,
Publisher, Epic Author Publishing

Trevor Crane is an entrepreneur, author and speaker dedicated to helping you take your life and your business to the next level. For over a decade, he has worked relentlessly to help people from  around the world turn their passions into books, and be able to actually turn them into a business.  His latest passion is helping kids to realize they have something to contribute and can become published authors. He and his daughter are on a mission to help 1000 kids become authors. Continue reading “How My Daughter Became an 11-Time Bestseller”