Ep.28 Interview with Simon Brady, CFP: How True are Truisms?

Born to Thrive with Jamie Lee

Simon Brady, CFP® is founder and principal of Anglia Advisors, a fee-only personal financial planning and investment management firm in New York specializing in a clientele of younger professionals in their 20s, 30s and early 40s as well as foreign nationals based in the US. He also hosts the Angles, The Anglia Advisors Podcast, on Anchor. If you are a working woman, if you are in a domestic partnership or marriage, or if you have children or family that you want to take care of, you won't want to miss this interview. We explored: - How and why women tend to be better investors than men - The dangerous assumptions people often make in a domestic partnership or marriage - How money or taxes have little to do with estate planning - What to do today to ensure the best possible outcomes for your loved ones in case of worst case scenarios - What the best kinds of investments are if you are a young professional ...and so much more