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内容由TriCord Advisors Podcast and Randy Barkley提供。所有播客内容(包括剧集、图形和播客描述)均由 TriCord Advisors Podcast and Randy Barkley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Financial Planning for Engineers 04 - 13 - 2024

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Manage episode 425953904 series 1261169
内容由TriCord Advisors Podcast and Randy Barkley提供。所有播客内容(包括剧集、图形和播客描述)均由 TriCord Advisors Podcast and Randy Barkley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

254集单集

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Manage episode 425953904 series 1261169
内容由TriCord Advisors Podcast and Randy Barkley提供。所有播客内容(包括剧集、图形和播客描述)均由 TriCord Advisors Podcast and Randy Barkley 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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