Investing By Profession

What we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry. 

The mindset and the skillset that drove them into the profession might also affect how they plan – or don’t – for retirement. It’s an interesting exercise but one that will be fun to talk through and discuss. Join us to see if your profession is on the list and let us know if you’ve seen similar traits.

 

Here is some of what we’ll discuss on today’s show:

Most teachers have two main sources of income in retirement. Do teachers value planning more with their background of lesson plans? Does the intelligence of doctors translate to structured and sound financial planning? Engineers really like the details and opening up the hood on how the plan works. What we enjoy most about working with entrepreneurs and small business owners.

 

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ 

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin