Angles, The Anglia Advisors Podcast

Follow Angles, The Anglia Advisors Podcast
Share on
Copy link to clipboard

In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting you…

Simon Brady, CFP®

  • Oct 8, 2018 LATEST EPISODE
  • infrequent NEW EPISODES
  • 29m AVG DURATION
  • 13 EPISODES


Search for episodes from Angles, The Anglia Advisors Podcast with a specific topic:

Latest episodes from Angles, The Anglia Advisors Podcast

All About Buying & Selling Real Estate in NYC

Play Episode Listen Later Oct 8, 2018 47:00


Alex Mahgoub is a real estate broker in New York City and, in this episode, he shares with us what both prospective buyers and sellers need to be thinking about in the current environment, how the process works, where's "hot" and why, what mistakes consistently sabotage a sale or a purchase and much more including how the participant mentality can mirror that of the stock market. A "must-listen" if you are thinking about joining the circus known as the New York real estate market! http://www.alexmahgoub.com/ https://www.instagram.com/alexmahgoub/ https://medium.com/personal-growth/the-endowment-effect-why-you-cant-let-go-of-your-possessions-a6be94eea10e

Simon on Asset TV, talking about advising foreign nationals

Play Episode Listen Later Sep 3, 2018 10:00


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.

Crypto and the Blockchain - What's It All About?

Play Episode Listen Later Aug 31, 2018 35:50


My conversation with Asema Bek of Bloccelerate VC covers basic questions about crypto assets and the blockchain. Why the hype? What are they? How do they play together? What are the challenges? What does a blockchain-driven future look like? This episode is for anyone who has been searching for a jargon-free introduction to the world of crypto and the blockchain. Resources (provided by Asema): https://blockchainhub.net/blockchain-intro/ https://www.coindesk.com/information/how-does-blockchain-technology-work/ https://medium.com/the-future-of-blockchain-technology-top-five/the-future-of-blockchain-technology-top-five-predictions-for-2030-67df1d7c2391 http://www.bloccelerate.vc/

The Bizarre World of Credit and Credit Scores

Play Episode Listen Later Aug 5, 2018 30:47


"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/

The Art of Negotiation - Be Brave, Bold and Better Paid

Play Episode Listen Later Jul 30, 2018 32:22


Simon returns the favor from episode 8 and has another conversation with Jamie Lee, negotiation consultant, this time learning from her why it is that so many of us have such a block when it comes to negotiating pay raises and promotions with employers and what mindset we should adopt and what we can practically do to obtain the outcomes we want. Spoiler; the words "research, research, research!" come up. www.jamieleecoach.com/ https://anchor.fm/jamie-lee0

Simon on the "Born To Thrive" podcast

Play Episode Listen Later Jul 18, 2018 38:44


In this bonus episode, Simon is interviewed by Jamie Lee, negotiation consultant and host of the "Born To Thrive" podcast, on "Financial Truisms" including why women can be better investors than men (and why they need to be!) and how this can impact partnerships and marriages, just what is estate planning and why it is not all about money and taxes, and getting retirement planning right. http://www.jamieleecoach.com/ https://anchor.fm/jamie-lee0

Student Loan Debt Repayment .. Optimized

Play Episode Listen Later Jun 24, 2018 31:30


There are millions of Americans managing over $1,400,000,000,000 in outstanding student loan debt principal in the US today (although, as we learn in the podcast, it's actually worse than that) and the vast majority of them are repaying their loans in the wrong way. Bobby Matson, founder and CEO of Payitoff, joins me to talk about how, with the use of advanced algorithms and technology, our clients can now learn the most optimal and efficient way to pay down their loans, map out refinancing scenarios where appropriate and get into good investing habits along the way - potentially knocking years off their repayment periods and saving thousands in interest payments. https://www.angliaadvisors.com/student-loan-repayment-plan/ https://www.payitoff.io/ https://www.payitoff.io/advisors/beta

The Scary World of International Estate Planning

Play Episode Listen Later Jun 24, 2018 30:59


Shannon McNulty, CFP® is an estate planning attorney and CERTIFIED FINANCIAL PLANNER™professional with a specialty in the multitude of sometimes mind-boggling and daunting issues that particularly affect foreign nationals in the field of estate planning, particularly those recently arrived and who may not be long term residents. Who is most affected? What are some of the truly catastrophic consequences of not fully understanding the rules? What, if anything can be done to prepare for these consequences? If you are moving, or have recently moved, to the United States, you need to do yourself a favor and listen to this podcast. www.mcnulty-law.com http://www.investopedia.com/advisor-network/articles/111616/financial-issues-foreign-nationals-working-us/ ** the podcast references an estate tax exemption of about $5.5m for US domiciles and $60k for non-domiciles, this has subsequently changed to $11.2m for US domiciles but is still $60k for non domiciles.

Estate Planning .. Who Needs It and Why?

Play Episode Listen Later Jun 21, 2018 30:15


Laura Cowan, estate planning attorney in New York City, and I discuss who needs wills, living wills and health care proxies (spoiler alert: pretty much everyone needs one or more of these!), what to consider when selecting guardians for children, making preparations for an unforeseen health crisis and what happens to all those user names, passwords and logins when you die. Laura explains the process of getting documents together, but more importantly, brings up issues you may not have thought of but definitely need to consider, regardless of your age or level of wealth. http://www.angliaadvisors.com/blog/clients-estate-planning http://lauraecowanlaw.com/ http://lauraecowanlaw.com/events/

Insurance, Networking and a Third Hat

Play Episode Listen Later Jun 21, 2018 29:37


My true feelings about the life insurance industry are spotted in this episode with Ross Karp, independent life/disabilty insurance broker and founder of 3P Insurance. We also talk business networking in NYC and how to make it actually work. http://finsecurity.com/rkarp http://networkmng.com/

Procrastination is the Thief of Wealth

Play Episode Listen Later Jun 20, 2018 17:26


In another opinionated companion podcast to a published Business Insider article, I talk about how waiting before you start an investment plan can cost you heavily (single millennials, I'm particularly looking at you!) and I break down exactly and quantify how much of an advantage can be gained by starting right now and how damaging it can be to procrastinate. http://www.businessinsider.com/financial-adviser-procrastination-is-the-worst-thing-for-your-wealth-2017-5

Stock Picking is for Losers

Play Episode Listen Later Jun 20, 2018 23:00


In a companion podcast to an Investopedia article from late 2016 that I wrote, I discuss the irrefutable data that shows why picking individual stocks in which to invest is a vastly inferior and riskier strategy than using index funds and ETFs. Somehow this managed to simultaneously piss off clueless millennial day-traders and grey-haired, dinosaur, old-school, stock-picking financial advisors. Nice! http://www.investopedia.com/advisor-network/articles/082616/why-stock-picking-losers-game/ "The Behavior of Individual Investors", Brad M. Barber and Terrance Odean: http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1872211 "Eye On The Market (Special Edition)", September 2014, JP Morgan Chase & Co.: https://www.jpmorgan.com/cm/BlobServer/Eye_on_the_Market_September_2014_-_Executive_Summary.pdf

Simon on the "Potentially Human" podcast

Play Episode Listen Later Jun 20, 2018 29:38


A bonus episode - my podcast debut. Back in March 2016, in the opening weeks of the life of the firm, I was invited onto the Potentially Human podcast by Alexandra Janelli and Aubrey Levitt to discuss the origins of Anglia Advisors, its core principles and what the company would look like if it was a person! www.potentiallyhuman.co

Claim Angles, The Anglia Advisors Podcast

In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

Claim Cancel