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

Simon BradySimon 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.

Available_Black copy
Available_Black copy
Available_Black copy

Here’s a glimpse of what you’ll learn:

  • Simon Brady shares how he became a Certified Financial Planner
  • Simon explains how he works with individuals, couples, and families on their personal finance on a fee-only basis
  • Why Simon decided to include people under 40 in his client portfolio
  • How Simon helps young people plan their finances if they’re working for a company that does not have 401K contributions
  • What a young person with a 401K should do and Simon’s advice for young couples who are looking to buy a house
  • Rent vs. mortgage, which is best for you?
  • What happens with assets when a couple is going through a divorce?
  • The type of financial planner you need if you have a significant financial inheritance

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.

Resources Mentioned in this episode

Sponsor for this episode…

This episode is brought to you by TriState Tax Resolution LLC, a tax consulting firm based in New York City.

Founded by Allan Rolnick who has been a trusted tax professional since 1992, TriState Tax Resolution LLC helps their clients resolve debt issues with the IRS and provides tax planning services and resolution to all of their tax-related issues.

TriState Tax Resolution LLC provides a 3-step process for the various services they offer to help free their clients from their tax debt.

Visit their website at and book your free and confidential consultation with them today to find out how they can help you stop the IRS from knocking at your door.