5 Financial Lessons From the Past That Can Help Us Today

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 about Learning from the 2008 Financial Crisis and the Global Pandemic:

The pandemic crisis happened, and people want to look at the past to solve the problems of the future. People need to have contingency plans in place so when something like this happens, they are prepared.

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5 Simple Ways to Fall Clean Your Finances

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
Staying on Top of the Big Picture When It Comes to Your Finances:

 1. Analyze Your Finances
Quarterly or Biannually

You want to make sure that your long-term strategy is congruent with your short-term strategy. If the short-term is not working out, you may need to adjust what you are doing to make sure your outcome produces the desired results you are looking to accomplish. It is just like setting sail on a voyage across the Atlantic Ocean. You know where you want to go and plot your course, but there are many factors that need to be considered to actually get you across and across safely. Your finances behave the exact same way. Check your current situation and make sure you are taking into consideration all of the various wealth-eroding factors that can take you completely off course. Continue reading “5 Simple Ways to Fall Clean Your Finances”

Why Every Teen SHOULD Get a Credit Card

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
Teens & Credit Cards:

    • Credit card debt is an epidemic in the US and its improper use can be extremely financially dangerous.
    • However, they CAN be an excellent tool for your wealth building.

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3 Money Mistakes NFL Athletes Make That Ruin Their Financial Lives

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
The Financial Problems of Many NFL Players:

1. They spend like they’ll make this kind        of money forever

Many NFL players find themselves bankrupt within a couple of years of retirement. They overspent and overborrowed on a flashy lifestyle that’s left them with nothing.

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The US College System Is Broken. How One California School Is Disrupting Higher Education

Available for Interviews: Mat Jacobson

Mat Jacobson is the Founder & CEO of the Ducere Global Business School, and as a thought leader on innovation within education, is creating some of the industry’s most innovative educational platforms and projects. He is a regular media contributor on topics of business, innovation, and entrepreneurship, and has appeared in articles including Wealth Creator, Marketing Magazine, Business First, Smart Magazine, Start-Up Smart, and Business Builders.

What Mat Jacobson can say in an interview on
Affordable, Accessible, and Relevant University Degrees:

    • Three-Quarters of all US job postings require a bachelor’s degree. According to a recent Washington Post article on July 20, 2021, only one-third of the population has a degree. The math doesn’t add up.
    • Of students who go to college, 68% don’t graduate in four years. Half don’t graduate at all.

Continue reading “The US College System Is Broken. How One California School Is Disrupting Higher Education”

Do You Have Too Much Life Insurance?

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
Life Insurance
:

    • There are often two types of new clients we see. One will have little to no life insurance and the other will be completely overloaded with coverage.
    • Everyone feels better at night knowing their families are cared for when they’re gone, but knowing the right amount can be tricky.

Continue reading “Do You Have Too Much Life Insurance?”

Money Smarts: Cloning a Bank’s Strategy to Create Personal Wealth

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
Applying some bank strategies to creating wealth:

Don’t Do what Banks Say . . .
Do What They Do

The Velocity of Money is a fundamental economic concept, primarily used by banks and financial institutions. 

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5 Essential Strategies to Talk About Money With Kids

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 an advocate for financial literacy.

What Chris Janeway can say in an interview about
Kids & Money
:

Kids aren’t taught about money in school or often at home.  We don’t know how to appropriately teach good money habits.  Often, this is because we haven’t ever gotten educated ourselves.

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Retirement Planning Pitfalls—Don’t Make These 5 Mistakes

Available for Interviews: Chris Janeway

Chris Janeway is the Founder & CEO of 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 on
Common Retirement Mistakes
:

 1. Many don’t effectively plan their taxes and expenses properly.  Small changes in the monthly budget can be what leads to running out of money.

 2. Too much or too little risk. Finding the right risk balance is crucial. While we don’t want to be exposed to massive market volatility, the real enemy is inflation. Too many retirees are sitting on piles of cash and CDs, losing buying power.

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Money Secret: How to Create a Vacation Fund Right From Your IRA

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO of 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
How to Have an Annual Vacation Using a 72 (t) Distribution:

Going on vacation is great. Vacations create lifelong memories. Going on vacation every year is a dream come true. One way to create an annual vacation budget that doesn’t come out of your pocket or annual budget is to look at your IRA. Most people will say their IRA is for retirement, so how can it be used for a vacation?

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