How to Take Advantage of Your Home Equity in Retirement

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 on
Taking Advantage of Your Home Equity in Retirement:

As you’re thinking about retirement, it’s important in today’s world to realize you probably won’t be able to retire solely on returns from your investment accounts. Tapping into your home equity can be an attractive solution depending on where you live.  Here’s what you need to know about that process. 

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5 Ways to Supplement Your Income in Retirement

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 Supplement Your Income in Retirement
: 

How can we spend our golden years without becoming a burden on our family or enduring multiple moves?

Many people are trying to answer that question. As you’re thinking about retirement, it’s important in today’s world to realize you probably won’t be able to retire solely on Social Security and returns from your investment accounts. 

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Think You Don’t Qualify for a Roth? Think Again! 

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
Roth Retirement Accounts:
 

As a financial advisor, I’ve spoken with a number of investors recently who are not funding Roth accounts. When I ask why not, they say they were under the impression that they don’t qualify. As Roth gets more attention and we hear more talk of Biden tax increases, I want to make sure everyone knows that there are more ways to fund a Roth than they think, and one may work for them. 

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Should You Retire at Age 50? The Pros & Cons of Retiring Early

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 on
Retiring Early
:

Most people in the US will retire at or around age 65. For some however, that day can’t come soon enough. Retiring at age 50 has become a popular goal for ambitious savers who want to embark on a second career or embrace an adventurous lifestyle. If you’re thinking about retiring at the age of 50, review these pros and cons to consider if you’re mentally and financially prepared for the coming decades.

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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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Prosperous Goals: How Can One Retire at Age 50?

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
Retiring at Age 50:

Retiring at age 50 is not easy to do successfully.  

Retirement can mean a lot of different things to different people. IF you want to retire at 50, then you cannot do any of the traditional planning most Americans do.

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Answer These 5 Questions to Spring Clean Your Finances

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
HSA Accounts:
 

It’s that time of year, and especially as the country starts to open back up and we may have visitors in our homes again to think about spring cleaning! I like to think about spring cleaning for your finances as well, and after the past year of ups and downs it is especially important to sit down and ask yourself these 5 questions: 

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When Are You a Senior Citizen? (It’s Not What You Think)

Available for Interviews: Dr. Mimi Secor.

Dr. Mimi Secor is a Nurse Practitioner from the Boston area. She has been specializing in Women’s Health for over 40 years now, is a national speaker and consultant, and is an international bestselling author of Debut a New You: Transforming Your Life At Any Age.

What Dr. Secor Can Say in an Interview on
Reaching the Senior Citizen Milestone:

When does one hit the classic milestone of becoming a senior citizen? A thought-provoking question, for sure—and not at all straightforward for me to answer. This is because at the age of 59 I took on the challenge of pursuing my doctorate (while most of my friends were preparing for retirement) and at the same time, I decided to become healthy and fit.

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5 Principles (and the Real Secret) to Accumulating Wealth

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:
 

Wealthy individuals invariably have great stories to tell about how they grew their business or what they have been able to contribute to their community. However they generally leave out the more mundane means of their success: a sound financial plan. By paying attention to some key principles, investors can leverage their assets most effectively for a successful financial future. These are the five principles to wealth-building:

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Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) 

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
How to Get the Most From Retirement Accounts
:

    • Many investors rely heavily on their 401k for their retirement savings, but there are some significant drawbacks to that strategy when it comes to getting the most value out of your money. While investors are conditioned to think about diversifying from an investment perspective, they often don’t think about diversifying from a tax perspective.

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