Adam Simon, partner/wealth management advisor, Succession Wealth Planning

Adam Simon, partner/wealth management advisor, Succession Wealth Planning Helping clients achieve financial confidence. Licensing: Licensed Financial Professionals Across the U.S. | WPFG

06/02/2026

Below the surface, prices for core goods have risen spectacularly. Trump’s tariffs are only part of the story.

05/28/2026

With supervoting shares and help from Texas state law, the CEO has worked to address governance issues he has faced at Tesla.

I like the part about the first job is less important than the first few years.  I tell young people starting their care...
05/27/2026

I like the part about the first job is less important than the first few years. I tell young people starting their career path to first: relax. Finding A job is better than finding the PERFECT job and getting paralysis from analysis.

AI is changing work faster than ever. Here’s some advice leaders can give graduates and young people navigating an uncertain future.

05/26/2026

The most expensive mistake you're making in your business isn't a bad product decision or a botched marketing campaign. It's hiring the wrong kind of right person.

I'm a glass half full guy and yes, AI is already a game changer.  I still say it's hard to predict the future.  Remember...
05/20/2026

I'm a glass half full guy and yes, AI is already a game changer. I still say it's hard to predict the future. Remember Y2K? Have a great week!

The crowd’s response reflects wider anxiety that AI will replace human jobs, especially among young people entering a tough labor market.

05/19/2026

Among the other travel predictions for the future: AI agents managing trips and ‘distributed airports’

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

05/14/2026

MLB’s walk rate this season has reached levels hardly seen in the past seven decades, due to a smaller strike zone brought about by the game’s new ball-strike challenge system.

Wait until this AI stuff catches on...Jokes aside, these are some good tips--especially the one about simplifying your m...
05/13/2026

Wait until this AI stuff catches on...
Jokes aside, these are some good tips--especially the one about simplifying your message. Have a great week!

Career coach Andrea Wasserman advises leaders to use AI to improve their competitive edge at work. She suggests enhancing your communication by simplifying complex ideas for varied audiences with an AI tool. Professionals can also better articulate their achievements, enhancing visibility in career....

05/12/2026

Sabastian Sawe’s record run in London is propelled by supershoes, but also a radical rethink of race-day eating.

Address

313 Lagrange Road Suite 313
Pewee Valley, KY
40056

Alerts

Be the first to know and let us send you an email when Adam Simon, partner/wealth management advisor, Succession Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Adam Simon, partner/wealth management advisor, Succession Wealth Planning:

Featured

Share