Financial Sanity in Three Easy Steps

February 26, 2014
Hosted by Mickey Ellison

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Guest Information

Episode Description

David Simpson is a native of Covington, Louisiana and currently resides in Mandeville, Louisiana with his wife and five children , whom they homeschool. He earned a Bachelor of Arts degree in History from Louisiana State University (1986) and his Doctor of Jurisprudence from Mississippi College School of Law (1990). David owns and operates The Fiscal Fitness Company, an insurance, investment management and financial advisory business. He has been involved in the financial services arena for over 16 years. (www.fiscalfitnesscompany.com) He is the author of Financial Sanity in Three Easy Lessons and maintains a blog on financial matters. By his own admission, he is a “recovering” attorney, but maintains his membership in the Louisiana State Bar and is licensed to practice law before all state courts as well as the federal district court and 5th Circuit Court of Appeals. During his time as a practicing attorney, he focused much study and time to estate and trust planning issues. David served in the Louisiana Army National Guard for over 15 years, attaining the rank of Captain in the field of Military Intelligence. He has also worked as a firefighter/EMT. His charitable activities include working with various apostolates of his church. He also serves on the executive committee of the local republican party. David is also the founder and leader of the Mysterium Fidei Latin Mass Society, Inc, a local grass-roots, non-profit organization dedicated to maintaining and fostering Catholic traditions and practices, in particular, the Latin Mass. The Book Financial Sanity in Three Easy Lessons Is finance a difficult subject to understand? Or is it made unnecessarily complex by the maze of products, laws and advice that surround it? To arrive at Financial Sanity, all that is required is applying the common-sense, tried and true advice of the past while taking into account modern monetary realities. In three easy lessons, the author offers guidance on faith & money, the mechanics of a sound financial plan and the “happy end” to the money story. Applying these ideas can make financial sanity yours. http://www.amazon.com/Financial-Sanity-Three-Easy-Lessons-ebook/dp/B00F9HQ5T

Mickey Ellison Show

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Children are more wise than adults because they question everything, and as adults, we are often annoyed by those questions, especially the question “Why?” We adults become “set in our ways”, when in reality answering the question “why” may cause us to question what we believe. We would rather give the answer, “it just is,” because we are intellectually lazy and we really don’t know why. The question “why” is an important question because it requires critical thinking to answer. “Why” can back up our beliefs or “why” can break them down and cause us to realize that many of our thoughts are really not our own, rather they are thoughts of others that we have accepted as our own.

Here are some “why” questions for you to consider. Why do some churches ban dancing? David danced! Is a little inflation a good thing? Is our tax code over 70,000 pages long? Are there racists? No one is born that way! Never stop asking why! You never know what you might discover.

Mickey Ellison

I was born in a small town in South Carolina with the dream of playing professional baseball. That dream died in 1993 when my career at Vanderbilt ended. I chased wealth through network marketing only to be $200k in debt after two years. In 1999 I became a financial planner, and a Certified Financial Planner in 2006. While in network marketing and financial planning I heard so many times that perception is reality and “Fake it till you make it,” and those clichés are lies! I had that gut feeling that something was wrong and never spoke up or acted, and in 2009, I found myself scared with one prayer, and that was to know the truth. In my search, I had to look in the mirror, and realized many of the gut feelings that I had about the industry were correct. My goal is to educate, and most of that education is simply common sense. For what it’s worth, I believe my experiences in life can help people, from failing in baseball, and reflecting on the excuses. From pretending to be someone I’m not to get rich in network marketing. From being scared to death because of debt. Pretending to be someone I wasn’t in the financial industry, and now helping people understand what they have in investments and what they are paying. Much of what society tries to sell us is a lie, and if we think for ourselves, search inside, question everything, we can find truth. Find the child inside of us that asks the question “Why?”



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