Retirement Ready - Investing Strategies by Profession

Investing Strategies by Profession

09/07/23 • 12 min

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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. Listen in as we discuss what similarities Eric sees across different industries and how he approaches each of them.

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.

Get in touch with the Peterson Financial team: https://petersonfg.com/

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.

Get in touch with the Peterson Financial team: https://petersonfg.com/

Previous Episode

Life Insurance 101

While no one really likes to talk about it, life insurance can be an important part of your financial plan. We talk about why people cringe when they hear the term, who most needs it, and why you might want to reconsider your preconceived notions about it. Life insurance sometimes gets a bad rap, but it can be a powerful tool. If you care for someone else and you hate taxes, look at life insurance.

Here’s what we talk about on today’s show:

Why is “life insurance” such a dirty word?
How do you know if you need life insurance?
Why do wealthy people keep life insurance?
How does this work as a tax-free income?

Get in touch with the Peterson Financial team: https://petersonfg.com/

Next Episode

What Is Your Financial Personality?

What kind of personality do you have when it comes to money? Before you put together a financial plan, it’s important to understand the way you think and approach money. We talk through a few different personalities Eric commonly sees and how he advises them. Whether you are spending whenever you get a good excuse to or more of an intentional spender, it’s good to be cognizant of how you handle it and what possible downfalls you may face.

Here are the spending personalities we talk about today: