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

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Content provided by Allan Rolnick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allan Rolnick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade

Artwork
iconDistribuie
 
Manage episode 284005263 series 2802665
Content provided by Allan Rolnick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allan Rolnick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade

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