When is the best time to begin investing? 5 year ago! Missed that deadline? Begin today.
Simon Brady grew up in London and studied business and finance before being transferred to New York to take on trading and senior management roles at a major Wall Street trading firm. After more than twenty-five years of trading experience during which time he saw ‘behind the curtain’ of how equity and currency markets operate, Simon eventually left the institutional trading world and became fully qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) personal finance professional.
He subsequently worked for the United Nations in Manhattan as a financial advisor and ETF specialist before going on to found Anglia Advisors, a fee-for-service-only advisory firm specifically aimed at offering personal finance consulting services to younger individuals, couples and families as well as foreign nationals living and working in the US and “suddenly single” individuals coming out of divorce and widowhood.
In this episode we discuss how important it is to take a holistic approach to your financial planning, the benefits of choosing a fee-for-service planner vs. commission-driven, the impact of beginning savings in your 20’s vs. your 50’s and so much more.
Original written and audio content: https://simonbrady.substack.com/
Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
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