Financial Planning for Engineers 04 - 13 - 2024

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Retirement Unlimited?

This episode is 24 minutes long.

When was this Retirement Unlimited episode published?

This episode was published on June 27, 2024.

What is this episode about?

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...

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