Mr. David Simpson, CEO of Fiscal Fitness Company, brings his wit and wisdom to another edition of Clarity from Chaos.
Mr. Simpson answers the following question:
Is finance a difficult subject to understand? Or is it made unnecessarily complex by the maze of products, laws and advice that surround it? To arrive at Financial Sanity, all that is required is applying the common-sense, tried and true advice of the past while taking into account modern monetary realities. In three easy lessons, the author offers guidance on faith & money, the mechanics of a sound financial plan and the “happy end” to the money story. Applying these ideas can make financial sanity yours.
David is a 15-year veteran of the financial services arena who not only studied the industry from the inside (Prudential, The Mutual Fund Store and boutique broker-dealers), but who also brought his legal training (“recovering” attorney) and knowledge of history to bear on this topic of immense importance. His conclusions are not only counter-intuitive and counter-cultural, they are also the only ones beneficial to people… rather than the financial services industry.