Media Room
MEDIA ROOM
Simon frequently contributes personal finance-related articles to various media outlets, and has been variously published in Morningstar, CNN Money, US News & World Report, CNBC, MarketWatch, ABC and NBC affiliates, American Public Media, Yahoo Finance, Business Insider to name but a few. He also hosts his own podcast: Angles as well as publishing a personal finance blog.
Simon has also been featured on other podcasts and in a number of financial planning-related articles on multiple media outlets. He makes frequent presentations both in person and online at universities, private companies, public library networks, trade associations, affinity groups, conferences, workshops and for private groups.
Some of Simon's media appearances, interviews, articles and presentations include:
- Simon was interviewed for a Smart Asset article about the possible effects of potential tax changes on the mutual fund vs. ETF choice
- Simon was a guest on the Shock Your Potential podcast during its Money Matters season, talking about all things financial planning with Anglia Advisors
- Simon talks all things personal finance with Jaret and Gary on the Rockstar Dad Show (interview starts at 26:30)
- Tiffany Alexander talk to Simon on her Dreams Recycled podcast about financial planning post divorce
- Simon's interview on the Average Joe Podcast in an episode called "From Wall St. Madness To Financial Gladness"
- Shawn Yesner, host of the Crushing Debt podcast, quizzed Simon on how it is that a fee-only CERTIFIED FINANCIAL PLANNER™ can help younger people navigate the multitude of life events that are thrown at them between college graduation and their early 40s.
- Simon was interviewed on the Tax Resolution Show Ninja podcast about smart financial planning for people under the age of 40
- New York Weekly published a profile on Simon and Anglia Advisors' services aimed at millennials experiencing life transitions
- Disrupt Magazine ran a profile on Simon and Anglia Advisors' consultations available for newly-arrived foreign nationals
- Simon was co-panelist on a video presentation to a group of real estate brokers on the subject of talking to clients about the financial implications of a home purchase
- Simon's guest appearance with Jennifer Hurvitz on Doing Divorce Right talking about post divorce personal finances
- As a guest on The Thoughtful Entrepreneur podcast, Simon discusses his professional path and how he works with clients at Anglia Advisors
- Simon was interviewed on the Going Solo podcast about how Anglia Advisors came about and how he works with clients
- Simon was a guest on the Divorce Team Radio podcast talking about post-divorce personal finances
- "How The Pandemic Can Be An Opportunity To Take Control Of Your Financial Future”, Simon interviewed in a Yahoo Finance article (this article was also picked up and distributed by financial websites like Morningstar, MarketWatch and CNN Money, as well as scores of news affiliates and newspapers and magazines nationwide, such as The Digital Journal and USA Today)
- Simon was among the advisors interviewed for a US News and World Report article on “8 Ways To Minimize Taxes In A Taxable Account”
- Simon participated in JP Morgan’s Expert To Expert video series: “A New Approach To Investing”
- Simon participated in JP Morgan’s Expert To Expert video series: “Reframing Fixed Income”
- Simon participated in JP Morgan’s Expert To Expert video series: “Putting Market Events In Context”
- Simon presented at Oceanside Library on why you should “Think Twice Before Buying a Home”
- Simon presented on “Building A Better Retirement Portfolio” at the New York Public Library, Science Industry and Business Library
- Simon’s appearance with Freedom Mortgage’s informational “First Time Homebuyers Seminar” (full version)
- Simon helped craft an Investopedia article on how financial advisors should act to avoid running in to ethical and legal problems with clients
- Simon is quoted in an article on the Brick Underground real estate website about the problem with large down-payments and all cash deals.
- Simon is quoted in an Investopedia article about individual investors' unpreparedness for a downturn.
- Simon's Investopedia article on why, when it comes to his clients, he doesn't care
- Simon is among three advisors interviewed by Investopedia in a video about offering various technology solutions to clients
- Business Insider published Simon's article on why procrastination can damage your wealth
- Estate attorney Laura Cowan interviewed Simon on the common mistakes that financial advisors see their clients making over and over again
- Simon is quoted in an Investopedia article "Advisors: How to Make Robo Technology Work for You"
- Simon is quoted in an article: "So You Are Inheriting A House - Now What?"
- Simon contributed to Cultural Mixology's newsletter to their clients