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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Banks Don’t Have Your Back (They Work Behind It)

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 Banking System and How It Affects Your Bottom Line:

People see the Great Recession through the lens of what they themselves experienced and the most popular stories on the news ticker—with a general idea of what the bailout meant, but most people do not know how close America was to falling into another depression. And most people do not realize that the thing that is backing up this bailout is their taxpayer dollars. When the government throws money at a problem, more taxes will be required to make up for it, and inflation goes through the roof. So maybe individuals weren’t as immediately impacted in 2008 as they would have been in the 1930s, but the impact of tax increases and inflation, and speculation, will wreak havoc in their lives in the long term. The banking system is an immense tide that is being held back by a series of weak barriers and bailouts. Your bank is a watery grave, not a trusted institution.

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The Dow/S&P Dropped. Should I Buy the Dip or Stay Away?

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
Investment Advice Today:

    • Inflation worries, interest rates, debt ceiling concerns, international unrest & renewed COVID-19 worries are among the many factors driving markets lower.
    • What should investors be doing right now?  Are markets still primed to push higher after this dip or is this the beginning of a larger correction ahead?

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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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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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What Is a Budget and How to Draft One?

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
Budgets:

    • With the rise of online banking, we’ve seen budgeting and balancing checkbooks go out the window. Paired with a lack of financial education in our schools, families aren’t prepared financially. The best first step is a budget.

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Are Purpose and Profit at Odds? How to Have Both

Available for Interviews: Nell Derick Debevoise

Nell Derick Debevoise is the Founder & CEO of Inspiring Capital and the author of the new book, Going First: Find the Courage to Lead Purposefully and Inspire Action is available on Amazon.

What Nell Derick Debevoise can say in an interview on
Profit & Purpose:

        • The idea that building purpose into your business, or improving your social or environmental impact, is a cost, is wrong. Connecting your work to a larger purpose is increasingly expected by customers, employees, community members, and investors. But when done right, this is a win-win-win all around, because it will help your business’s profitability and sustainability too. 

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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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