Category: Investment

Biggest Money Mistakes People Make

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville and brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The R.e.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.

What Mario Payne could say on
Money Mistakes:

  • Neglecting to Budget and Track Spending. Many people fail to create or follow a monthly budget, which can lead to overspending and failing to save or invest adequately. The lack of visibility into where their money goes each month can make it difficult for them to make informed decisions about their spending habits.

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Money Habits for Saving Wisely From a CFP

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville and brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The R.e.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.

What Mario Payne could say on
Saving Money:

Under-the-Radar
Money-Saving Strategies

Saving money is less about the amount and more about developing the right habits and strategies. It’s never too late to start; even small steps can significantly affect your financial health over time. It’s the phrase you have to crawl before you walk. Whether using under-the-radar tactics or sticking to tried-and-true methods, the key is staying consistent and focused on your long-term financial goals.

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5 Ways AI Is Helping Your Financial Planner Make You More Money

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville and brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The R.e.l.a.x. Investor: A Stress-Free Approach to Investing While Building Wealth.

What Mario Payne could say on
AI and Wealth Generation:

5 Ways AI Is Helping Your Financial Planner Make You More Money

 1) Enhanced Financial Forecasting and Risk Assessment. AI algorithms can process vast amounts of data to provide better predictive models. These advanced predictions can help financial planners understand market trends, asset performance, and risk factors, enabling them to make more informed investment decisions.

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Is Your Brain Wired for 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:

The hidden side of personal finance:
How your brain works to control money decisions

“The neural process underlying that which we call creativity has nothing to do with rationality. That is to say, if we look at how the brain generates creativity, we will see that it is not a rational process at all; creativity is not born out of reasoning.”                                                                                     –Rodolfo Llinás

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Avoid These 5 Retirement Planning Mistakes

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
Retirement Mistakes to Avoid:

 1. Failure to Launch. Not getting the retirement investing clock started early in your career is the absolute biggest mistake we see. The power of time in the market is what makes the major difference in your future and getting started as early as possible, even with a small amount, can make a massive impact on your plan’s longevity.

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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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The 4% Rule & Retirement: Does It Still Apply?

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
The 4% Rule & Retirement:

    • We’ve long heard the 4% rule for distributing your assets in retirement.  Does the rule, first popularized in the 1970s still apply?

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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.

What Harry Abramhamsen can say in an interview on
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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When Short-Term Investments Make Money Sense

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
Financial Literacy:

What makes an investment short term? Typically, a short-term investment plan is around 1-3 years in length depending upon the situation. Some short-term investment plans can be discussed for periods under 1, depending upon the goal they are saving toward, such as a new home purchase or a child’s wedding. 

The goal of a short-term investment is about protecting what you’ve built:

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Personal Finance and Facing Money Anxiety

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
Money Anxiety:

    The greatest source of financial stress and anxiety is the fear of the unknown. We’re often terrified of digging into our numbers and finding out bad news. In reality, the truth is a liberating thing. More often than not, the fear is worse than the facts of anyone’s situation and once we pin down the facts, we can create the steps to progress forward.  

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