Episode 13 – Planning for Engineers

April 9, 2024

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 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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This week on Building Wealthy Habits:

  • (0:00) Delving into the intricacies of financial planning tailored for engineers and their married counterparts.
  • (1:17) Exploring the dynamics of a marriage conference amidst battling cold symptoms.
  • (3:31) Navigating the landscape of financial planning specifically crafted to accommodate the distinctive characteristics of engineers.
  • (8:38) Unveiling the idiosyncratic financial management habits and preferences prevalent among engineers.
  • (12:22) Embarking on a journey through the investment mindset unique to the engineering profession.
  • (15:17) Charting a course through the realm of financial planning, customized to suit the needs of engineers.
  • (18:26) Unraveling the complexities of financial planning software and elucidating its myriad features.
  • (23:18) Addressing the nuances of financial planning tailored to engineers and their significant others.
  • (26:31) Deliberating on the intricacies of financial planning specifically designed for married couples.

Connect with Jeremiah:

  • LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
  • Email: Jeremiah@tricordadvisors.com

Connect with Laura:

  • LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
  • Email: Laura@tricordadvisors.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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