Secrets From an Award Winning Financial Advisor | Glen James
This week, Sim sits down with bestselling author and ex–financial advisor Glen James to unpack advanced investing strategies, including core and satellite portfolios, real diversification, and why long-term investors should ride out market cycles instead of timing them. They share practical tactics like rebalancing, dollar cost averaging, holding some cash for opportunities while keeping an emergency fund, and checking ETF overlap to avoid concentration risk. Sim and Glen also debate FIRE versus building a life on your terms, agreeing that consistent market returns that beat inflation plus strong career income and disciplined behavior usually outperform chasing hot stocks or using margin.Watch the episode on Youtube hereFor more Friends That Invest:Stock Market Tea newsletter: build financial freedom in under 5 minutes a week. Join 115,000+ investors in training.InstagramTikTokTwitterFacebook Hosted on Acast. See acast.com/privacy for more information.
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Never Miss a Bill Again: Sim’s Lazy Girl System for Bills
This week, Sim shares her lazy girl bill management system to help you pay bills on time, stress free, and without late fees. She walks you through setting up a separate bills account, automating direct debits, tracking subscriptions, and using simple tools like Notion and CSV downloads to see where your money is going. By the end, you will know exactly how to budget for fixed costs, add a buffer, and automate your finances so you can get back to living your life.Watch the episode on Youtube hereFor more Friends That Invest:Stock Market Tea newsletter: build financial freedom in under 5 minutes a week. Join 115,000+ investors in training.InstagramTikTokTwitterFacebook Hosted on Acast. See acast.com/privacy for more information.
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Money Lessons I Will Teach My Kids in Every Age Group
This week, Sim shares how to teach kids about money at every age, from building delayed gratification in toddlers to opening simple investing accounts and paying kids for chores so they learn the value of a dollar. She explains how to introduce shares and index funds in a fun, age-appropriate way, involve teens in real family money decisions, and start a simple save-and-spend budget so good habits stick. You will also hear smart coaching for young adults on avoiding lifestyle creep, paying yourself first, and investing early so wealth grows with confidence.Watch the episode on Youtube hereFor more Friends That Invest:Stock Market Tea newsletter: build financial freedom in under 5 minutes a week. Join 115,000+ investors in training.InstagramTikTokTwitterFacebook Hosted on Acast. See acast.com/privacy for more information.
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How She Built Wealth With a 9 to 5 Job | Shilpa Maniar
This week, Sim chats with Shilpa Maniar, a former Google executive who built her wealth and career over 15 years in a traditional nine-to-five, proving you don’t have to start a business to achieve financial freedom. They dive into the money lessons Shilpa learned growing up in an immigrant household, how intentional goal-setting and visibility helped her rise through the corporate ranks, and why investing wisely matters even with a big salary. You’ll also hear practical tips on negotiating pay, building confidence at work, and using career coaches to level up your own corporate journey.Watch the episode on Youtube hereFor more Friends That Invest:Stock Market Tea newsletter: build financial freedom in under 5 minutes a week. Join 115,000+ investors in training.InstagramTikTokTwitterFacebook Hosted on Acast. See acast.com/privacy for more information.
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How Much Money to Save at Every Age
This week, Sim breaks down exactly how much you should have saved at each decade to hit a comfortable retirement, from 1 to 2 months of expenses in your 20s to 1x your salary in your 30s, 3x in your 40s, 6x in your 50s, and 8x in your 60s on the way to 10x by age 67. She explains why these benchmarks work no matter your income and how lifestyle creep can derail progress if you are not careful. You will get simple, actionable steps like grabbing your employer match, automating weekly investments into broad index funds, and using separate accounts so you can stay consistent without overthinking it.Watch the episode on Youtube hereFor more Friends That Invest:Stock Market Tea newsletter: build financial freedom in under 5 minutes a week. Join 115,000+ investors in training.InstagramTikTokTwitterFacebook Hosted on Acast. See acast.com/privacy for more information.
With over 10M downloads, join Sim, an optometrist turned Forbes 30 under 30 investor, as she breaks down the intimidating and not-so-well-taught world of investing and growing wealth, minus the jargon.New episodes every Tuesday! Hosted on Acast. See acast.com/privacy for more information.
Ireland