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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, the Financial Symmetry advisors 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.
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Financial Symmetry: Balancing Today with Retirement
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Now displaying: May, 2016
Episode 12 – It's the Little Things 0
May 24, 2016

In this episode, Chad and Mike do a "Top 10 Ode to David Letterman" of little things you can do immediately to get your finances back on track.

Episode 11 – What Happens to Prince's Estate? 0
May 10, 2016

In this episode, Chad and Mike discuss Prince's lack of estate documents, and offer advice for listeners who may not yet have considered the importance of preparing a will. You can read a text version of this post on Nasdaq.com.

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