Overwhelmed by tax planning, payroll checks, or just managing your salary? In this episode, I chat with Ryan Sullivan, an engineer turned financial advisor and founder of “Off the Beaten Path Financial,” who breaks down essential money management tips for architects and engineers in the AEC profession.
Ryan explains why financial literacy is crucial for architects, how money provides options and flexibility, and shares key lessons from his journey from engineering to finance. He highlights the ability to zoom in and out when solving problems and the similarities between architecture and finance.
Ryan offers practical tips on optimizing time, managing cash flow, and diversifying income by productizing services. He also emphasizes a holistic approach to financial planning, covering business strategy, tax planning, retirement plans, and overall financial wellness.
Struggling with your finances? Don’t miss this episode and start mastering your financial future!
ABOUT THE GUEST:
Ryan Sullivan is the founder and lead financial planner at “Off the Beaten Path Financial”, a firm that specializes in helping architects and engineers. Ryan began his career as a mechanical engineer, where he built an engineering department from the ground up before transitioning to financial planning. He focuses on helping architects and engineers build and grow their wealth to achieve their biggest dreams.
Ryan believes cash flow is the foundation of a strong financial position and works with his clients to ensure their money aligns with their values. He creates systems that provide peace of mind, financial clarity, and better decision-making.
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Podcast Website: www.architectmybusiness.com
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