Equipping Points:

From teachers to engineers, there are a variety of people who work with Eric and his team to build a solid financial plan. Those in similar professions tend to have similar mindsets when it comes to finances. We discuss what similarities Eric sees across different industries and how he approaches each of them. Do any of these relate to you and your financial mindset? Find out what strategies a financial advisor might suggest pursuing.

Here’s what you’ll learn on today’s show:

• Teachers are used to stability and tend to be risk-averse.
• Doctors are smart but can be disorganized in other areas of their life.
• Engineers are analytical and want to know how things work.
• Entrepreneurs pour their heart, soul, and finances into the business.

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

Today’s Takeaway: