#financialplanner

During this interview we introduce Author/Financial Advisor Terrell Dinkins.  Terrell gives tips on raising your credit score & maintaining good credit.  Tune In and Be Inspired!

In this episode, I talk to Bob Stahler, Certified Financial Planner of Edward Jones Investments in West Deptford, New Jersey about the state of our economy, how to work through your debt, and how to budget for your future.

To get connected to Bob Stahler, CFP visit www.edwardjones.com/us-en/financial-advisor/bob-stahler

To find out more about Heather's practice visit www.symmetryofself.com

To be a guest on The Symmetry Sessions visit
https://forms.gle/xor5zoxqDSms8tvRA

In Episode 13 we sit down with financial and retirement experts Kory and Amber Holker to discuss how to create a fulfilling  lifestyle plan for your retirement in order to make the rest of your life the best of your life!

On this episode of Across the Board, Kelsie, Juliet, Armani, and Marjan welcome Frank B. Simpson Jr., a financial advisor, to speak about all things personal finance. He explains what makes a great financial advisor and how asking the right questions will help find the right advisor for you. Investing how-to’s and powerful insights on retirement are discussed, as well as taxes. How much money is enough for retirement? How do I make sure my money is passed down properly after I die? Tune in to find out!

Frank also shares his top money saving strategies and tips for building good credit, including utilizing secured credit cards and personal financial statements. He touches on the topic of budgeting and shares his candid opinion on budgeting apps. Then, he shares how he makes sure his clients are achieving their goals and explains the importance of having multiple streams of income. 

Listen to more episodes on our website: https://millennialblueprint.buzzsprout.com/

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Website Mentioned: www.brokercheck.com

App Mentioned: Mint


About Frank B. Simpson Jr., MBA:

As a Financial Advisor, I focus on connecting all aspects of clients’ financial decision making to help them prioritize and pursue the goals that matter most to them. I work with business owners, not-for-profit organizations, high-net-worth individuals, and families to understand their financial situation, help them articulate their short- and long-term goals, and then I recommend a financial strategy aligned with what they want to achieve. Just as a physician should not prescribe medication without completely identifying a patient’s symptoms and experiences, I commit my efforts to deeply understanding each client’s financial past and present priorities before I begin to craft their solutions.

I hold a Masters of Business Administration degree, concentrating in Finance, from the University of Delaware's Alfred Lerner College of Business and Economics. I have had the privilege of working with several fortune 50 companies. These experiences gave me a first-person view into and allowed me to participate in, the operation and business considerations that contribute to some of the more successful businesses in the world. In my free time, I enjoy following sports, traveling, and spending time with my family.

Frank B. Simpson Jr., MBA

Senior Private Wealth Advisor

The Simpson Firm

T: 301.539.9331

E: frank.b.simpson@thesimfirm.com

w: https://www.thesimfirm.com