Press

Everything you need to book, quote or feature Ron Harris.

For journalists, editors, podcast hosts, broadcast producers and event organizers. Editorial reproduction of the material on this page is granted.

Download the media kit (PDF)Press contact

Ron Harris on a headset, recording an interview

Replies within one business day. Same-day broadcast requests: call +1 (323) 419-1600.

Quick reference

Contact and availability.

Direct press contact

Press contact: Ron Harris, Financial Literacy Group, LLC
Direct: +1 (323) 419-1600
Toll-free booking: +1 (877) 724-3947
Direct email: ron@financialliteracy.group
Booking email: info@financialliteracy.group
Company: financialliteracy.group

Available for

Live and pre-recorded television, including streaming and cable
Network and independent radio, AM/FM and satellite
Podcasts, audio and video
Print and digital editorial interviews
Keynotes, panels and workshop facilitation
Corporate financial-wellness presentations and lunch-and-learns
University and association lectures

Ron replies to media inquiries within one business day. Broadcast: 48 to 72 hours of notice preferred, shorter often works. Remote video worldwide; in person from Los Angeles, with travel for keynotes and corporate events.

Bios

Four lengths, ready to paste.

Credentials: MBA, CFEI (Certified Financial Educator), MBE (Minority Business Enterprise).

150 words · programs, introductions, mastheads

Ron Harris, MBA, CFEI, MBE, founded Financial Literacy Group and wrote The New American Dream: How You Can Capture Tax-Advantaged Wealth, Lifetime Income, and a Legacy That Outlives You. He holds a master's degree from the University of Essex in the United Kingdom and spent more than two decades building financial and marketing strategy for organizations from startups to Fortune 500 companies, among them Union Bank of California, Prudential and the Dial Corporation. For the past several years he has worked only on financial education for everyday Americans, and he developed Hybrid Financial Arbitrage, which pairs debt-optimization technology with institutional-style life insurance so that working families can use the wealth-building structures banks have long kept for themselves. Ron has travelled across the United States and to more than forty countries to study the causes of wealth disparity. He is a Certified Financial Educator and a frequent speaker on financial literacy and economic empowerment.

75 words · podcast show notes, article tag lines

Ron Harris, MBA, CFEI, MBE, founded Financial Literacy Group and wrote The New American Dream. A financial educator with more than twenty years of experience, he developed Hybrid Financial Arbitrage to give ordinary American families access to the wealth-building structures banks and corporations have used for over a century. He speaks and writes on financial literacy, retirement planning and closing the wealth gap.

50 words · press releases, citations, speaker bureaus

Ron Harris, MBA, CFEI, MBE, founded Financial Literacy Group and wrote The New American Dream. He has spent more than two decades developing financial strategies for everyday Americans and is a leading voice on closing the wealth gap through structural financial education.

25 words · captions and standalone references

Ron Harris founded Financial Literacy Group and wrote The New American Dream: How You Can Capture Tax-Advantaged Wealth, Lifetime Income, and a Legacy That Outlives You.

Interview questions

Eighteen openers that work.

Ron is comfortable leaving the script. These reliably produce strong material across formats.

Foundational

1What is the 'New American Dream'? How is it different from the traditional one?
2Why did you write this book now?
3What is Hybrid Financial Arbitrage, in plain English?
4Why have most Americans never heard of this strategy?

Audience

5Who is this book for? Is it really for working families, or just another wealthy-person tool?
6What does a typical family look like before and after implementing what you teach?
7How does this compare to a 401(k)? Should people stop contributing to their 401(k)?
8What about the buy-term-and-invest-the-difference advice that so many gurus give?

Mechanism

9How does the strategy actually pay off a 30-year mortgage in 5 to 7 years without changing the budget?
10What was the tax-code amendment, and why was it such a big deal?
11Banks hold tens of billions of dollars in life insurance. Why?
12How does the tax-free retirement income work? Where is the catch?

Skeptical

13This sounds like a sales pitch for life insurance. How is it different?
14What about Infinite Banking and Bank On Yourself? Aren't those the same thing?
15What could go wrong with this strategy?
16Why should viewers trust you on this?

Closing

17If somebody listening today wanted to learn more, what should they do?
18What is the one thing you want every working family in America to know?

Approved quotes

Eight statements cleared for print and broadcast.

“The American Dream is not dead. It has just been renegotiated. And the families who learn the new terms can still build something remarkable within a single working career.”
Ron Harris, on the thesis of The New American Dream
“Tax-advantaged wealth. Lifetime income. A legacy that outlives you. These are not luxuries. They are the three pillars of a real American Dream — and every working family in this country deserves access to all three.”
Ron Harris, on the book's promise
“Hybrid Financial Arbitrage is not a get-rich-quick scheme. It is not a loophole. It is the strategy banks have used for over a hundred years — and after the 2021 change to the tax code, it is finally available to the rest of us.”
Ron Harris, on the legal foundation of HFA
“The wealth gap in America is not primarily a gap of income or effort. It is a gap of access — access to information, structures, and the financial machinery the wealthy have always taken for granted.”
Ron Harris, on the structural causes of wealth inequality
“Banks have spent a century optimizing a financial structure that lets them grow capital tax-deferred, access it tax-free, and transfer it tax-free. We are simply teaching working families how to do the same thing.”
Ron Harris, on the democratization of institutional strategies
“If you can pay off your 30-year mortgage in 5 to 7 years without changing your budget, the math is no longer the bank's friend. It is yours.”
Ron Harris, on the debt-elimination side of HFA
“Real wealth is not how much you accumulate during your life. It is how much you can pass on without it being eroded by taxes, probate, or family conflict.”
Ron Harris, on generational wealth transfer
“Stop playing the bank's game on the bank's field. Build your own balance sheet. Capture your own spread. Reclaim the American Dream that should always have been yours.”
Ron Harris, closing message of The New American Dream

Facts and figures

Numbers producers ask for.

Drawn from public data and the research behind the book. Attribute to the book or to the source category named.

Item	Figure
Mortgage payoff time in the plan	5 to 7 years, against 30 on a standard schedule
Interest saved over the life of the debts	60% to 75% of what a conventional schedule pays
Bank-owned life insurance held by U.S. banks	Over $200 billion in total
Bank of America	Over $24 billion
Wells Fargo	Nearly $20 billion
JPMorgan Chase	Over $12 billion
IRS Code sections involved	7702, 72(e), 101(a)

Downloads

Cover, photos and the kit.

PDF
Media kit (PDF)
20 pages · 8.3 MB
Everything on this page plus show pitches and story angles.
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Book cover
JPG · 1081 × 1600
The New American Dream: How You Can Capture Tax-Advantaged Wealth, Lifetime Income, and a Legacy That Outlives You.
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Author photo, candid
PNG · 1024 × 1024
Ron Harris on a headset, recording an interview.
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Author photo, portrait
JPG · 440 × 292
Ron Harris in Los Angeles.
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High-resolution headshots, logos, interview clips, B-roll and a speaker one-sheet are available on request from info@financialliteracy.group. Say how you plan to use them.

Contact and permissions

Who to call, and what you may reuse.

Press and booking

Press: ron@financialliteracy.group
Direct: +1 (323) 419-1600
Bookings: info@financialliteracy.group
Toll-free: +1 (877) 724-3947
Mail: Financial Literacy Group, LLC, Los Angeles, California. Full address on request.

Press and booking inquiries get a reply within one business day. Mark same-day broadcast requests URGENT in the subject line.

Editorial permissions

Reproduce the bios, quotes, questions and figures on this page for editorial use with attribution. Book excerpts are generally granted on request.

Written permission is required for book excerpts over 500 words, video segments over two minutes, and any commercial or promotional use. Write to info@financialliteracy.group.