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:
- 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 interviewed in connection with My Financial Counsel’s article: “How to Negotiate the Cost of Your Financial Advisor”
- Simon was interviewed in connection with My Financial Counsel’s article: “Can I Trust A Financial Advisor?”
- Simon was interviewed in connection with My Financial Counsel’s article: “Student Loan Debt vs. Credit Card Debt”
- Simon was interviewed in connection with My Financial Counsel’s article: “How to Combine Finances with Your Partner”
- Simon was interviewed in connection with My Financial Counsel’s article: “I’ve Paid Off My Student Loans, Now What?”
- Simon was interviewed in connection with MyFinancial Counsel’s article: “What Are the Financial Benefits of Marriage?”
- Simon co-hosted a webinar with My Financial Counsel on “Personal Investing Basics During Coronavirus”
- Simon was profiled and interviewed on the blog of My Financial Counsel about the Anglia Advisors practice, how it came about and who it seeks to serve
- 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 was interviewed by My Financial Counsel about the eternal IRA contribution vs. pay off student loan question
- 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 was a guest on My Financial Counsel’s Facebook Live webinar event on the subject of “How To Find The Right Financial Advisor For You”
- 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