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

Born to Thrive with Jamie Lee

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-agile-brand-with-greg-kihlstromr">The Agile Brand with Greg Kihlström®</a></span>

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The Agile Brand with Greg Kihlström®

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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the industry's trends, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand is hosted by Greg Kihlström, advisor and consultant to leading brands, speaker, entrepreneur, and best-selling author. It provides a fresh perspective on the continually evolving dynamic between brands and the audiences they serve.

לפני 7 שנים 40:02

M4A•בית הפרקים

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

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#I Share #Podcasting Education #Born To Thrive With Jamie Lee

Born to Thrive with Jamie Lee