Welcome to another insightful episode of the Boss Uncaged Podcast! Today, we sit down with Eric, the founder and CEO of Abundo, a company revolutionizing the personal finance and travel advisory space. Join us as Eric shares his unique journey, from his roots in financial planning to building a legacy centered around generosity, transparency, and client-focused ethics.
In this episode, we'll explore various facets of Eric's expertise, from selecting the perfect company name and branding strategies to his hands-on approach in managing client finances. We'll delve into Eric's personal philosophy on financial planning, the FIRE community, and the importance of aligning spending with personal values. Plus, get a taste of Eric's travel experiences, favorite cuisines, and his top financial tips for making the most out of your travel rewards.
Whether you're an entrepreneur, a finance enthusiast, or someone seeking inspiration for balancing professional advice with personal preferences, this episode offers a wealth of knowledge. So sit back, relax, and get ready to uncover the abundant wisdom and spirited insights from Eric on the Boss Uncaged Podcast!
Eric Simonson Founder and CEO of Abundo Wealth | Certified Financial Planner™
Eric is the Founder and CEO of Abundo, a financial planning firm where they teach and empower people to take action and have ownership of their financial lives. He’s on a mission to help as many people as he can with high-quality and conflict-free financial planning.
After working as a traditional advisor for over a decade, Eric saw a need to help people who couldn’t work with a traditional financial advisor since most require having a certain amount of money to invest with them first.
In 2019, Simonson left his corporate job and launched a different model, one where he was only paid for giving honest advice that benefited his clients, not him. He built Abundo around a Flat Fee and Advice-Only Financial Planning model, eliminating all conflicts of interest, without overcharging for professional advice and using proven low-cost investments. His firm now provides guidance to over 400 households in all areas of their financial lives.
Eric is a passionate foodie and an aspiring yogi. He is also an avid traveler and chances are you’ll find him in Italy, Hawaii, Argentina, or anywhere other than his Houston home. (He’s also a travel hacking expert.)
Audiences looking for advice on financial topics from general to topical will enjoy Eric’s approachable style of financial advice. DIY financial fans will appreciate how he’s tackling the traditional financial advice industry. Business owners unsure of how to attract new clients or grow their business will learn from Eric’s story and be inspired by his mission.
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