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Innhold levert av TriCord Advisors Podcast and Randy Barkley. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TriCord Advisors Podcast and Randy Barkley eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Financial Planning for Engineers 04 - 13 - 2024

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Manage episode 425953904 series 1261169
Innhold levert av TriCord Advisors Podcast and Randy Barkley. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TriCord Advisors Podcast and Randy Barkley eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to shift their investing mindset. The hosts also highlight useful features of financial planning software like E-Money and Orion that engineers appreciate. For anyone married to an engineer, they offer tips on including both spouses and having an ally to assist with retirement planning.
  continue reading

240 episoder

Artwork
iconDel
 
Manage episode 425953904 series 1261169
Innhold levert av TriCord Advisors Podcast and Randy Barkley. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av TriCord Advisors Podcast and Randy Barkley eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to shift their investing mindset. The hosts also highlight useful features of financial planning software like E-Money and Orion that engineers appreciate. For anyone married to an engineer, they offer tips on including both spouses and having an ally to assist with retirement planning.
  continue reading

240 episoder

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