Category: Finances

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. He is also the author of the forthcoming book, Money Rule$: It’s Not What You Make, It’s What You Keep.

 

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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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Factors to Consider When Ending Your Marriage

Available for Interviews: Teddi Ann Barry

Teddy Ann Barry, Esq. is a family attorney and writer who has been serving families through divorce and custody and has been practicing family law for over twenty years, and also comes with a wealth of experience in mediation and collaborative law. She is also the author of The Do-It-Yourself Guide to Divorce in Colorado.

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Divorce:

Too often a client comes in and says, “I just want this to be done.” The marriage, the fighting, the emotional toll, and the financial unsettling—all of it.

Before you decide to Divorce, make sure to understand the long-term effects, the ongoing drama after the Divorce, and the possible financial reality of the Divorce.

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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.

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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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Financial Lessons From the Pandemic (and what you can do now)

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 on
Financial Planning For the Future:

There are risks that are regularly discussed: trade wars, the next quarter’s returns, budget deficit forecasts, and elections. But the real risks are the things that aren’t being discussed yet—the ones that weren’t predicted: pandemics, September 11, Pearl Harbor, the Lehman Brothers not being able to find a buyer. (Yes, 2008 was so devastating that the name Lehman Brothers, one of the most prestigious financial institutions in the world at the time, was treated like a leper because of their balance sheet.)

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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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3 Essential Money Tips to Teach Your 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 advocate for financial literacy.

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Imparting Financial Education to Our Children:

tip #1 Teach the Value of Money 

Kids are much smarter than we give them credit for. They absorb everything around them, most notably, our own activities and interactions. The absolute key to raising a financially successful future adult is making sure kids understand that money is earned. When they see us swipe the credit card and move on or push a button to get cash at the ATM, they don’t connect with what it took to earn the money in the first place. By placing value around the work we do and encouraging children to do the same, our kids start to think about purchases in terms of work. They become more discerning in their decisions and less prone to waste.

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7 Essential Pointers on Preparing for Retirement

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.

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Preparing for Retirement:

 1. Have a game plan in place. Where do you want to live? Do you want to move and downsize? Do you have grandchildren you want to be close to? 

 2. Have a written retirement plan. It is essential for a person to have a written retirement income plan, not just an investment plan. Most people have money saved up, but they lack an actual written plan to determine where and what their retirement income will look like.

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An Affordable, Accessible, and Relevant University Degree: Is This Too Good to Be True?

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.

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Affordable, Accessible, and Relevant University Degrees:

      • A California business school has teamed up with publicly accredited British universities to revolutionize US Higher Education
      • Fully online bachelor and masters degrees from $14,500 TOTAL Tuition (not yearly costs)

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Secrets About Money That Can Change Your Life

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.

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Financial missteps to avoid:

  1. Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
  2. Consider investing your previous employer’s 401 (k) into a fixed indexed annuity with no fees, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

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Top 3 Money Spending Mistakes During the Holiday Season

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.

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Mistakes People Make With Money During the Holiday Season:

 1. LACK OF A BUDGET. It sounds so simple but going into the holiday season with a plan is half of the battle. It’s so easy to get caught up in the gift shopping, parties, etc., that we don’t realize how much these add up. I’m guilty of it myself. It’s been more than one year that I think my wife’s stocking stuffers ended up costing more than her gift because I got swept up in wanting to make things special. You need to have a budget for the season and for each gift. The other half of the battle is actually sticking to the budget. Whether it’s guilt or competition, we often lose discipline and overspend, even when we HAD a plan. Be firm with your plan. If you go over, you’re stealing from some other goal in your or your family’s life.

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