Category: Financial Planning

19-Year-Old on a Mission to Make Higher Education More Affordable

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 Making Higher Education More Affordable and Accessible:

    • Meet Benji, an 19-year-old Aussie, who has already graduated with a British University bachelor honors degree, from one of the UK’s oldest and finest public universities. 
    • Now Benji has launched the Global Game Changers program in the US this month and is on a mission to support young entrepreneurial students to get a world-class degree, focusing on the real skills they need to get a job and build a career.

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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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3 Tips Young Investors Can Apply Now to Retire at the Incredible Age of 45

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
Retiring 20 Years Sooner:

Retirement by 45 seems incredible and is no small task. To take 20 years off the saving years and add them to the spending years, takes incredible discipline and planning.  Understanding exactly what you want to live like and how much that costs is crucial in creating the plan to get there.

Of course, a big part of this picture is assessing the kind of lifestyle you wish to have in the future and all of the costs associated with it. Once you come to that conclusion, you can start to take the following tips into consideration:

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How to Secure Your Retirement: The Case for Scrapping of Your 401(k)

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
A Pension Plan Versus a 401(k):

Knowing the differences between these two retirement plans can help you decide which one is best for your situation.

First, let’s talk about the differences between a pension and a 401(k):

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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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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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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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