Engineered Wealth

Engineered Wealth

Engineered Wealth with Lucas Marsh is a practical personal finance podcast for busy professionals and families. Each episode shares real strategies and systems to help you get your financial house in order and build your best life. Fee-only advice, no commissions, no fluff. engineeredwealthmanagement.com

Episodes

  1. 1 DAY AGO

    Ep. 2 — The Monthly Family Meeting: The One System That Changed How We Run Our Household

    In this episode I'm sharing the most impactful thing my wife and I have implemented as a family — the Monthly Family Meeting. Before we started doing this, our household felt reactive. Finances were chaotic, kids' activities slipped through the cracks, and important conversations kept getting pushed to the worst possible moments. One structured monthly meeting changed all of that. I walk through the exact agenda we use every month — covering finances, the family calendar, goal setting, open items, and more. It takes about as long as a Netflix episode and has genuinely strengthened both our household and our relationship as a couple. If you're a busy professional or parent trying to get more aligned with your partner and get ahead of the chaos, this one's for you. Resources mentioned in this episode: Engineered Wealth Management: https://engineeredwealthmanagement.comSchedule a free intro call: https://engineeredwealthmanagement.com/scheduleTraction by Gino WickmanMike Kotsis — EOS for Families: https://mikekotsis.comThis content is for educational and informational purposes only. It is not personalized investment, tax, or legal advice. Every person's financial situation is different and you should consult with your own qualified financial, tax, or legal professional before making decisions. Engineered Wealth Management is a fee-only registered investment adviser. Registration does not imply a certain level of skill or training. For more information including our services, fees, and important disclosures, please visit engineeredwealthmanagement.com or review our Form ADV.

    12 min

About

Engineered Wealth with Lucas Marsh is a practical personal finance podcast for busy professionals and families. Each episode shares real strategies and systems to help you get your financial house in order and build your best life. Fee-only advice, no commissions, no fluff. engineeredwealthmanagement.com