loader from loading.io

Financial Symmetry: Balancing Today with Retirement

When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do list or are just not sure what you’ve been missing, subscribe to the show and learn more at www.financialsymmetry.com. Financial Symmetry is a Raleigh Financial Advisor. Proudly serving clients in the Triangle of North Carolina for over 20 years.

info_outline Leaving and Receiving an Inheritance by the Decades, Ep #122 10/19/2020
info_outline The Impact of COVID-19 on Women’s Financial Lives, Ep #121 10/05/2020
info_outline How to Position Your Portfolio Before the Election, Ep #120 09/21/2020
info_outline Preparing for a Professional Pivot, Ep #119 09/07/2020
info_outline Do You Ask These Questions When Selecting Investments?, Ep #118 08/24/2020
info_outline Your Future Self Will Thank You, Ep #117 08/10/2020
info_outline Buying a Second Home? Answer These Questions, Ep #116 07/27/2020
info_outline Nearing Retirement? Prepare for these Retirement Surprises, Ep #115 07/13/2020
info_outline The "R" Plan - 5 Steps to Fight Prediction Hubris, Ep #114 06/29/2020
info_outline The ABCs of Special Needs Financial Planning Ep# 113 06/15/2020
info_outline Should You Change Your College Savings Strategy During COVID? 06/01/2020
info_outline Why is the Stock Market Doing So Well When the Economy is Not? Ep #111 05/18/2020
info_outline Retirement Planning Changes in the CARES Act, Ep #110 05/04/2020
info_outline 3 Questions to Ask Yourself During Stock Market Drops, Ep #109 04/20/2020
info_outline What the CARES Act Means For You, Ep #108 04/06/2020
info_outline Preparing Your Portfolio During A Bear Market, Ep #107 03/23/2020
info_outline Coronavirus Concerns and Your Portfolio, Ep #106 03/06/2020
info_outline Retirement Regrets: I Wish I Would Have..., Ep #105 02/24/2020
info_outline How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104 02/10/2020
info_outline How Do You Invest at All-Time Market Highs? 2020 Outlook, Ep #103 01/27/2020
info_outline How the SECURE Act Impacts Your Retirement, Ep #102 01/13/2020
info_outline Solving the Social Security Tax Bubble Mystery, Ep #101 12/30/2019
info_outline How a Crazy Idea turned into 100 Episodes, Ep #100 12/16/2019
info_outline Retirement Mythbusters 12/02/2019
info_outline Is Long-Term Care Insurance Worth It? 11/18/2019
info_outline How to Make Decisions About Your Equity Compensation Plans, Ep #97 11/04/2019
info_outline Buying a Timeshare, Trick or Treat? 10/21/2019
info_outline The Dreaded IRS Letter: Dealing with a CP2000, Ep. 95 10/07/2019
info_outline Top Wealth Builders for the Retirement Homestretch, Ep #94 09/23/2019
info_outline Save More Time & Money During Back to School Time This Year, Ep #93 09/09/2019