4.6 • 658 Ratings
🗓️ 5 January 2024
⏱️ 58 minutes
🧾️ Download transcript
Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you.
For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson
Today's Panelists:
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0:00.0 | Welcome to the Money Tree Investing Podcast. |
0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
0:10.0 | Hello, Smart Money Tree Podcasts listeners. |
0:13.0 | Welcome to this week's show. |
0:14.0 | My name is Kirk Chisholm and I will be your host. |
0:16.0 | So today I'm joined with Dr. Nicole Simpson. |
0:19.0 | How you doing day? |
0:20.0 | I'm wonderful. Thank you so much, |
0:21.8 | Kirk, for having me. It's exciting to be here. You really do engage your audience and so I'm privileged |
0:26.0 | to have this conversation with you. Well, thanks for joining us. So Nicole, tell us a little bit |
0:31.0 | about your background, how you get started in this industry. That's a very interesting story. I've been in the industry for over 30 years, and it's, |
0:43.0 | that's a long time. But I started off a long time ago because I actually blew a four-year scholarship to high school. I'm a teenage mother. And the securities industry was an area in which |
0:48.5 | I thought I was going on a job interview. And it turned out to be a school for securities |
0:54.1 | and invested. I decided to put |
0:56.6 | my hat in a ring. I went through to school and I started my first job in 1991 at probation. |
1:03.0 | I've been going strong thereafter. Over the years, I've acquired some level of skill set, |
1:08.7 | received my securities license, series 7, 63, 65, went into |
1:14.0 | comprehensive planning, got my life insurance designation as well, and landed in a place |
1:19.3 | that was really important to me, and that was comprehensive financial planning. So in 2000, |
1:24.3 | I got my CFP designation, and I've been doing comprehensive planning ever since. |
1:28.8 | What do you like most about it? What about comprehensive planning really gets you going? |
1:33.1 | At first, I was dealing with just investment advice, but I am a World Trade Center survivor. |
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