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Charles Sims, Jr. CEO of Sims Financial Group, Inc.
Manage episode 323108875 series 3010333
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For several decades, the African American community has had limited access to building wealth. The lack of financial literacy, low income, and systematic inequalities are just some of the challenges that prevent this community from reaching financial independence. But there are quite a few who managed to break through and succeed financially.
Joining Dee Brown in today's episode is Charles Sims, Jr., CEO of Sims Financial Group, Inc., an independent risk management firm composed of experienced insurance professionals. Charles is a member of The Million Dollar Round Table, National Association of Life Underwriters, Financial Planning Association, Life Underwriting Training Council, and The John Hancock Financial Network's Hall of Fame. He is the first African American to be inducted into this prestigious organization and listed among the Who's Who in Finance and Industry. These are just a few of Charles' achievements.
Charles and Dee talk about retirement and estate planning, building generational wealth, and how young people can start their path to financial freedom.
“When you work and you're busy trying to be who you are, it's kinda hard to notice people who are holding you back when you're busting through the door.”
- Charles Sims, Jr.
In This Episode:
- What are the services offered by Sims Financial Group?
- How has the financial industry changed over the last 50 years?
- Charles shares the challenges he had to overcome to get to where he is today.
- How is Charles helping address the wealth gap in America, especially for the African American community?
- Building a brand and keeping it going despite the challenges
- What is the significance of being inducted into The John Hancock Financial Network's Hall of Fame?
- The Three Stages of Retirement Planning
- How can young people start preparing for financial freedom?
- What can we do to educate our people about generational wealth?
- Advice to people who want to get into the financial services industry
Book Mentioned:
- Black Reconstruction in America by W. E. Burghardt Du Bois
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