NoBS Wealth®

Simonet Financial Group was founded by Bill Simonet, CFP® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you s...

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

0:00:00 - Who We Are 00:16:18 -  Jon Spencer interview If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Ever wanted to know more about Forex?! Well our Expert Mr. Jon Spencer is in the house! Learn about the day to day of a Forex Trader/Educator! If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Opening: How are gas prices set?  4:10 - How global economics factors in to price 7:35 - How does it affect my budget?  13:00 - Doing research/asking experts is important! 14:30 - Don't blindside your planner 18:30 What do you want to know about?  If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Pod...

The team has a fireside chat to discuss some pertinent topics that come up as financial planners.  How does one come to trust a planner? What does it mean to each of the No BS Wealth team? If someone were to do this on their own, what would like that look like? What are daily struggles as planners?  If this hit home, drop a comment. Tell me where you're feeling it most. I read every single on...

This is a side conversation from a longer episode series out next month on the Ukraine Russia War and how it effects the market, how trading can predict certain disruptions and more.  If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

There are layers of complexity to doing your taxes. A lot of money is at stake when it comes to doing them correctly, not to mention the legality behind it. The NoBS Wealth team is here to simplify, break down what you should and shouldn't be doing, and clarify any confusion you may have around taxes.  Some topics include: Should you get a refund? How do you lower your refund amount and get m...

On this episode we explain Black Mammoth, our wealth management entity, in its entirety.  We go over budget reconciliation, cashflow optimization, debt analysis, employee benefits, our costs, and much more.  We both explain things you can do now to help build your wealth, and things we can do if you were to work with us. Reach out for more information! The whole focus of the NoBS Wealth podcast wi...

How much do you know about Individual Retirement Accounts? How do you contribute? How much can you contribute? What's the difference between traditional and roth? How do Self-Directed's work? What are ways to pull money out without getting penalized? There's a lot of complicated in's and outs when it comes to it and your wealth is at stake. That's where we come in.  The wh...

Hear from our third guest and Black Mammoth's newest member of the team, Lyndsey Monahan. In this podcast episode you'll get know her through her humble beginnings on a Turkey farm in Illinois, eight years of experience as a licensed financial professional, and how what she learned in the computer programming world led her to where she is today.  The whole focus of the NoBS Wealth podcas...

Derren Burrell, Lieutenant Colonel (Retired) has over 27 years as a professional financial manager in both public and private sectors.  He is the Founder & President of Veteran Ventures Capital, an investment and consulting firm focused on scaling veteran-owned businesses. In this capacity he oversees all aspects of the company operations and fund management.  Time stamps:  2:25: Background on...

Do you budget? How do you feel about it?  Do you have any goals around budgeting in 2022? Join us as we discuss all the in's and out's of budgeting. This includes: -The definition of budgeting -Where do you start? -What's coming in? -How do you trim? -How do you earn more? All of that and more is discussed in this episode. Thank you for listening! The whole focus of the NoBS Wealth...

New year resolutions done right. We discuss: Hiring a financial planner Listening to a previous episode Gathering necessary information to understand your finances  Comparing 2021 to 2020 Making adjustments  Hiring a financial planner!!! The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business...

00:00 intro 2:50 How to close out the end of the year 7:00 Remaining happy, fun accounts, living in the now 8:30 Keeping an eye on interest rates, good vs bad debt 12:20 Employee benefits  13:20 Taking time to reflect 25:40 Where the market is at 29:40 Should you invest now? 33:00 Inflation concerns 40:00 Trinity, commercial real estate  48:00 Advice going into the new year 49:00 Money mindset 202...

Join us as we have our first guest, Sheryl Hickerson: CEO of Females and Finance.  We discuss her background, what Females and Finance was born out of, abundance vs scarcity, inclusivity, empathy, why people have been avoiding hiring professionals and much more! https://femalesandfinance.com/ https://femalesandfinance.com/basic-membership-registration  code: NOBSWEALTH - first ten to sign up get a...