Welcome back to the Roadmap Retirement Podcast! Kicking off the new year strong with a new guest – Jesse Cramer, who transitioned from a mechanical engineer to a financial planning and wealth management professional. We dove into Jesse’s journey, including his podcast, ‘Personal Finance for Long-Term Investors,’ and discussed the unique financial planning perspectives that come from his engineering background.
We explored the challenges faced by detail-oriented clients, especially engineers, and how their methodical approach impacts financial planning strategies. We also discussed the dynamic nature of financial planning, the pitfalls of relying solely on the 4% rule, and the importance of maintaining flexibility in retirement plans. Additionally, we touched on the topic of estate planning and the benefits of having open conversations with beneficiaries.
Thank you for listening, make sure to tune in for new episodes, topics and guests!
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