Episode 15 – Planning for Female Business Owners and Professionals

https://youtu.be/QLosPW0wahU In Episode 15 of Building Wealthy Habits, Laura, Randy, and Jeremiah delve into financial planning for female business owners and professionals, offering strategies that address unique challenges, foster a nurturing environment for inquiries, and provide personalized financial advice to empower women in the business sector. This episode of Building Wealthy Habits provides insights into … Watch

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Episode 13 – Planning for Engineers

https://youtu.be/51Bc4ByXpUw In this episode we discuss financial planning strategies for engineers. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning engineers. 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 … Watch

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What is a Target Rate of Return and Why Does It Matter?

In this article we hope to empower individuals to set clear financial goals and make informed investment decisions, balancing risk and return, ultimately guiding them towards achieving their financial objectives. Set realistic expectations and build a successful financial future. A target rate of return refers to the expected or desired level of profit or investment … Read

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What factors should I consider when comparing financial planners?

Taking the time to thoroughly research and interview potential financial planners based on these factors can help you make an informed decision that aligns with your unique financial objectives and ensures a successful financial future: When selecting a financial planner, it's important to consider various factors to ensure that you find a professional who meets your … Read

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