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I talk all things personal finance with Jaret and Gary, the rockstar dads (my interview starts at 26:30).
Shawn Yesner, host of the Crushing Debt podcast, quizzed me on how a fee-only CERTIFIED FINANCIAL PLANNER™ can help younger people navigate the multitude of life events that are thrown at them between college graduation and their early 40s.
Allan Rollnick, the Tax Resolution Ninja, talks to me about the way I would approach different personal finance scenarios when working with clients under the age of 40.
Jennifer Hurvitz talks to me on her popular Doing Divorce Right podcast about handling your personal finances in that turbulent time immediately following the issue of a divorce decree and avoiding that feeling of being overwhelmed by all the moving parts that inevitably arise.
I was interviewed about Anglia Advisors by David Shriner-Cahn for his popular Going Solo podcast ..
* An unusual niche for a financial advisor that many would avoid [1:50]
* The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44]
* Why the wolf quit Wall Street [7:11]
* Shifting lives instead of shifting millions of dollars [10:26]
* The time to get creative about arranging your time [13:38]
* Why it’s crucial you realize what you don’t know [15:48]
* How to keep a steady flow in the pipeline [17:04]
I was interviewed on Josh Elledge’s Thoughtful Entrepreneur podcast about how Anglia Advisors came about following a Wall Street trading career, who the firm seeks to serve and what a financial planning engagement looks like.
On the popular Divorce Team Radio podcast, I was interviewed about the particular personal finance challenges faced by individuals coming out of a divorce and how working with a specialized, fiduciary advisor can make such an enormous difference.
A bonus episode, featuring the audio of Simon's appearance on Asset TV in 2017 in which he discusses with Maya Chung what financial advisors need to know and understand when dealing with foreign national clients. It ends up being a good summary of many of the important financial planning issues that need to be considered by foreign nationals moving to the US.
Unfortunately the video clip is no longer available.
"Most of the world of credit doesn't make sense" .. so says Anthony Davenport, founder of Regal Credit Management during a wide-ranging discussion with Simon about the sometimes crazy world of credit, credit agencies and credit scores. What exactly is taken into consideration in the makeup of your credit score? It's probably not what you think. What are the biggest mistakes consumers make with their credit? What do you face and what can you do if you are a foreign national who has just arrived here and has no credit history? Filled with surprising credit anecdotes and real, actionable tips and advice, this episode will help all of us better understand and manage our credit
--- Regal Credit Management: https://regalcredit.com/
--- "Your Score" by Anthony Davenport: https://anthonymdavenport.com/
--- Coming To America: https://regalcredit.com/financial-issues-for-foreign-nationals-working-in-u-s-2-2-2-2-2-2-2-2/
From the publisher's feed