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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Fighting Inflation: Don’t Trust Banks to Have Your Back

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

What Harry Abramhamsen can say in an interview on
The Banking Industry’s Role in Wealth Growing:

As we deal with record-high inflation, unrest around the world, and an economy that has been thrown into turmoil by the pandemic, some may wonder about history repeating itself. Could we have another Great Depression? Should we trust banks to have our back?

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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.

What Harry Abramhamsen can say in an interview:

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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Is Evergrande the Next Lehman Brothers?

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
Evergrande:

        • Evergrande, China’s 2nd largest developer and one of the top 500 worldwide companies by revenue, is facing a cash flow and debt crisis. With tentacles reaching throughout the Chinese economy, a default of Evergrande has recently been described as the next Lehman Brothers. Is that correct? Should global investors worry about Evergrande?

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Where to Put Your Money During Times of Uncertainty

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
Today’s Investment Options:

If you are wondering where to put your money during times of uncertainty you must consider your long-term and short-term liquidity objectives. Is the purpose to find a spot short-term because you want to use this money to buy a home or send your kids to school, or it is more about putting into something that is safe and offers growth potential?

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5 Valuable Money Lessons From the Pandemic

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
Lessons Learned From the Pandemic:
 

The past year has been unprecedented in its specific circumstances, but this won’t be the last time we go through a volatile market cycle. Lessons that can help clients go beyond the pandemic stem from very poignant lessons learned having lived through the past year. Below are 5 valuable money lessons learned from the pandemic: 

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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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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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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.

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