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As engineers, pretty complex problems, whether theoretical in school or real on the field, can become familiar as we go along our careers. However, the somewhat simpler mathematical equation of compounding interest can sometimes be neglected. Today’s episode will show you the crucial importance of budgeting, getting out of debt, saving, and investing for our future.
Chris Cook is a licensed financial adviser with a long and pretty diversified experience in the field, currently working at the Utah-based wealth management firm Diversify, Inc. He began his career working at an insurance division and later transitioned to some well-known brokerage firms among retail investors, such as Charles Schwab and Fidelity Investments. Now, he combines all this background and knowledge to help people from all over the country plan their financial life, whether you need to invest for retirement, save for the kids’ education, etc.
Chris lays out the step-step process we should follow when we’re just getting started, and he also tackles the different types of debts and how we can---and why we should---avoid them. He also provides some cool resources we can use to get a better education on investment as well as some financial planning tools we can use to visualize our long-term plan.
Resources (some links are affiliate links)
Diversify - https://www.diversify.com / (801) 467-5115
World Financial Group (Previously World Marketing Alliance) - https://www.worldfinancialgroup.com
Charles Schwab - https://www.schwab.com
Fidelity Investments - https://www.fidelity.com
E-Trade - https://us.etrade.com/home
Robinhood - https://robinhood.com
Dave Ramsey’s Website - https://www.ramseysolutions.com
Mint App - https://mint.intuit.com
Financial Peace: New Chapters on Marriage, Singles, Kids, and Families, by Dave Ramsey - Click here
The Total Money Makeover: A Proven Plan for Financial Fitness, by Dave Ramsey - Click here
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!, by Robert Kiyosaki - Click here
The Millionaire Next Door: The Surprising Secrets of America's Wealthy, by Thomas J. Stanley and William D. Danko - Click here
Reach out to Isaac - [email protected]
By Isaac Oakeson4.9
2121 ratings
As engineers, pretty complex problems, whether theoretical in school or real on the field, can become familiar as we go along our careers. However, the somewhat simpler mathematical equation of compounding interest can sometimes be neglected. Today’s episode will show you the crucial importance of budgeting, getting out of debt, saving, and investing for our future.
Chris Cook is a licensed financial adviser with a long and pretty diversified experience in the field, currently working at the Utah-based wealth management firm Diversify, Inc. He began his career working at an insurance division and later transitioned to some well-known brokerage firms among retail investors, such as Charles Schwab and Fidelity Investments. Now, he combines all this background and knowledge to help people from all over the country plan their financial life, whether you need to invest for retirement, save for the kids’ education, etc.
Chris lays out the step-step process we should follow when we’re just getting started, and he also tackles the different types of debts and how we can---and why we should---avoid them. He also provides some cool resources we can use to get a better education on investment as well as some financial planning tools we can use to visualize our long-term plan.
Resources (some links are affiliate links)
Diversify - https://www.diversify.com / (801) 467-5115
World Financial Group (Previously World Marketing Alliance) - https://www.worldfinancialgroup.com
Charles Schwab - https://www.schwab.com
Fidelity Investments - https://www.fidelity.com
E-Trade - https://us.etrade.com/home
Robinhood - https://robinhood.com
Dave Ramsey’s Website - https://www.ramseysolutions.com
Mint App - https://mint.intuit.com
Financial Peace: New Chapters on Marriage, Singles, Kids, and Families, by Dave Ramsey - Click here
The Total Money Makeover: A Proven Plan for Financial Fitness, by Dave Ramsey - Click here
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!, by Robert Kiyosaki - Click here
The Millionaire Next Door: The Surprising Secrets of America's Wealthy, by Thomas J. Stanley and William D. Danko - Click here
Reach out to Isaac - [email protected]

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