Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors
Release Date: 02/03/2021
5 Different Letters from the IRS - Letter To Seize Assets
The Tax Resolution Ninja Show
Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick, featuring guest interviewer Dr. Jeremy Weisz of Rise25. They discuss what the IRS letter to seize assets means and how to stop it from happening. Allan talks about the two ways of getting a hold placed on the IRS asset seizure order, how to avoid scams, and more! Stay tuned.
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5 Different Letters from the IRS - Letter Saying You OWE MONEY
The Tax Resolution Ninja Show
Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the IRS letter saying you owe money. Allan talks about what the letter means and what to do when you receive it. Stay tuned.
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5 Different Letters from the IRS - What is the Discrepancy Letter?
The Tax Resolution Ninja Show
Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the discrepancy letter, what it means, and what to do when you receive it. Stay tuned.
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Long Term Care Planning with Natalie Karp of Karp Loshak LTC Insurance Solutions
The Tax Resolution Ninja Show
In this episode of The Tax Resolution Ninja Show, Allan Rolnick is joined by Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie shares everything you need to know about long-term care insurance including financing, family protection, and how to design the right policy for you. Stay tuned.
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Classifying Your Workers Correctly with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution
The Tax Resolution Ninja Show
Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he discusses worker classification with Nance L. Schick, Chief Resolution Officer at Third Ear Conflict Resolution. They talk about the difference between a W2 employee and a 1099 contractor, common mistakes people make when classifying employees (and how to avoid them), and the experiences of working through a global pandemic. Stay tuned.
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How to Fix Your Finances Before Procrastination Makes You Retire Broke with Robert Cannon
The Tax Resolution Ninja Show
Listen to this episode of Allan Rolnick’s Tax Resolution Ninja Show as he talks with Robert Cannon, Managing Director of Cannon Wealth Solutions, about starting your retirement savings now. Robert discusses how most big investment firms sell you short, how to avoid typical investment and tax mistakes, how to work with professionals to manage your wealth, and more. Stay tuned.
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Growing Your Business with Fewer Headaches with Nina Kaufman, Founder of Business Exponential
The Tax Resolution Ninja Show
Listen to this episode of Allan Rolnick's Tax Resolution Ninja Show featuring Nina Kaufman, Founder and CEO of Business Exponential. She discusses how the COVID-19 pandemic has impacted small businesses' survival, the biggest lesson she learned from her failed law practice, getting your business to run without you, and more. Stay tuned.
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Confronting Infidelity and Unshared Tax Situations Between Couples with Relationship Coach, Dr. Marie Murphy
The Tax Resolution Ninja Show
On this episode of the Tax Resolution Ninja Show Allan Rolnick interviews relationship coach, Dr. Marie Murphy, about infidelity and the role that unshared tax situations can play in the discussion. They talk about the struggles you face if you are having an affair, how it could be an opportunity for clarification and growth, how Dr. Murphy helps her clients make the best decision for themselves. Stay tuned.
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5 Different Letters from the IRS - What is the AUDIT LETTER?
The Tax Resolution Ninja Show
On this episode of the Tax Resolution Ninja ShowAllan Rolnick talks about the audit letter–the first of the five different letters that people get from the IRS. Discussing with Dr. Jeremy Weisz of Rise25, Allan explains the audit letter, why the IRS sends it, and what to do about it. Stay tuned.
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Smart Financial Planning for People Under 40 with Simon Brady, Principal of Anglia Advisors
The Tax Resolution Ninja Show
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.
info_outlineSimon 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.
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.