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Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors

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Manage episode 284005263 series 2802665
内容由Allan Rolnick提供。所有播客内容(包括剧集、图形和播客描述)均由 Allan Rolnick 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management.

Simon is a Certified Financial Planner with extensive experience in global financial market and investment management.

In this episode…

The world is your oyster when you’re young but if you’re not maximizing your time, then you are likely setting yourself up for bigger problems down the road. As you work your way into establishing a successful career in your chosen field, knowing and making the right financial decisions can get your retirement sorted even if the company you work with makes no 401k contributions. And the key to making these smart financial decisions is through seeking the guidance of a financial advisor early in the game.

Whether you’re a young couple looking to buy a house or you’re a young professional who have just come into some inheritance, Simon Brady can help you sort out the best financial options that are available to you.

If you’re under 40 and want to make the most out of your time and finances, then make sure to tune in to this episode The Tax Resolution Ninja Show as Allan Rolnick hosts Simon Brady, Principal of Anglia Advisors, to talk about financial planning for people under 40. Simon discusses the smart financial moves to make at different stages of your life, how you can maximize the resources available to you, and how a financial advisor can help you strategize your financial plans early in the game.

  continue reading

36集单集

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Manage episode 284005263 series 2802665
内容由Allan Rolnick提供。所有播客内容(包括剧集、图形和播客描述)均由 Allan Rolnick 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Simon Brady is the Founder and Principal of Anglia Advisors, a New York City-based Registered Investment Advisor that offers fee-only financial planning or personal finance consulting services and professional investment management.

Simon is a Certified Financial Planner with extensive experience in global financial market and investment management.

In this episode…

The world is your oyster when you’re young but if you’re not maximizing your time, then you are likely setting yourself up for bigger problems down the road. As you work your way into establishing a successful career in your chosen field, knowing and making the right financial decisions can get your retirement sorted even if the company you work with makes no 401k contributions. And the key to making these smart financial decisions is through seeking the guidance of a financial advisor early in the game.

Whether you’re a young couple looking to buy a house or you’re a young professional who have just come into some inheritance, Simon Brady can help you sort out the best financial options that are available to you.

If you’re under 40 and want to make the most out of your time and finances, then make sure to tune in to this episode The Tax Resolution Ninja Show as Allan Rolnick hosts Simon Brady, Principal of Anglia Advisors, to talk about financial planning for people under 40. Simon discusses the smart financial moves to make at different stages of your life, how you can maximize the resources available to you, and how a financial advisor can help you strategize your financial plans early in the game.

  continue reading

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