The Engineer's Approach to Financial Freedom with Kyle Simmons (Encore)

Freedom Nation Podcast

02-01-2024 • 42 mins

Have you ever felt trapped in a career that doesn't align with your true passions? In this episode, I'm with Kyle Simmons, a financial planner with a background in engineering who found his way to financial planning, and explore the pivotal moments that led him to make the leap - the challenges he faced in making the transition, and the unique needs of analytical-minded clients like engineers.

Kyle shares his approach to financial planning, emphasizing the importance of building trust and helping clients align their financial goals with their values. He also discusses how he integrates financial planning into investment management, surprising clients with its value. Listen as Kyle and I reflect on our experiences working with clients and the changing attitudes toward money and financial planning, particularly among engineers who may be first-generation high-income earners.

Tune in to gain insights into the world of financial planning and the unique dynamics of working with analytical clients in this engaging episode.

About the Guest:

Kyle Simmons, CRPC™, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of working in the industry as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too.

https://www.linkedin.com/in/simmonskyle/

www.simmonsinvest.com


Fast Five Questions

  1. If you woke up and your business was gone, you have $500, a laptop, a place to live, and food, what would you do first?"I would probably just go to my friends that own businesses, my former managers and try to find a job or I'd probably buy a lawn mower, and start mowing lawns"
  2. What is the biggest mistake that you have made in business?"I've spent way too much money on marketing that didn't work"
  3. What is a book that you would recommend? "How to Make Friends and Influence People by Dale Carnegie"
  4. What is a tool that you use everyday that you would recommend?"Calendly"
  5. What is your definition of freedom?"My definition of freedom is synonymous with the word opportunity. So I have the opportunity to do what I want to do"


About Jeff:

Jeff spent the early part of his career working for others. Jeff had started 5 businesses that failed before he had his first success. Since that time he has learned the principles of a successful business and has been able to build and grow multiple seven-figure businesses. Jeff lives in the Austin area and is actively working in his community and supporting the growth of small businesses. He is a board member of the Incubator.Edu program at Vista Ridge High School and is on the board of directors of the Leander Educational Excellence Foundation

Connect with the Freedom Nation podcast at https://freedom-nation-podcast.captivate.fm/

Connect with Jeff:

Instagram: https://www.instagram.com/freedomnationpodcast/

Twitter: https://twitter.com/JeffKikel

LinkedIn:

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