Millennial Blueprint Podcast

In this FIRST episode of Across the Board Podcast, we celebrate 7 years of friendship! As young adults, the group reminisces on how they all met back in school and then gives a peek into what they’re up to now. Surviving the pandemic without sex, living with significant others, and introducing them to the family are the hot topics of this episode. Being in their mid-20’s is bringing about thoughts of self-realization, bravery, the monetary grind, and getting older. Big dreams are on the horizon! From buying a home to getting a Master’s degree, nothing will stop this group of friends from striving for greatness in 2020.

Make sure to stay tuned for new episodes coming weekly!

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On this episode of Across the Board, Kelsie, Juliet, Armani, and Marjan talk about relationships in the age of COVID
Listen to more episodes on our website: https://millennialblueprint.buzzsprout.com/

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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/

You can find Across the Board on Google Podcasts, Apple Podcasts, Spotify, Stitcher, and more!

Follow us on Instagram: https://www.instagram.com/milennialblueprint

Follow us on Twitter: https://twitter.com/Millennnialbprt
Join our Facebook Community: https://www.facebook.com/millennialblueprint

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: [email protected]

w: https://www.thesimfirm.com

In this episode, Armani, Blair, Juliet, Kelsie, and Marjan share their thoughts on how to move on from friendships, career, loss, and more. We also discuss our podcast name change from Across The Board Podcast to Millennial Blueprint Podcast.
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On this episode of Across the Board Podcast, Kelsie, Juliet, Blair, Armani, and Marjan discuss things they are leaving behind in 2020. They also share their goals and self-improvement strategies for 2021.
00:00 - Intro
00:14 - Topic Introduction
00:24 - What’s one of your current bad habits you would like to change in the New years?
03:11 - Name one goal for 2021
04:48 - How do you stay motivated when things don’t work out as planned?
11:50 - What are you leaving behind in 2020?
21:39 - What Meme do you not want to see in 2021?
22:38 - What is something that started in 2020 that you would like to see continue?
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