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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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Now displaying: November, 2016
Nov 29, 2016

Many people don't have a great idea of what do do with their bonus at the end of the year. Should you spend it? Invest it all immediately? Invest it over the coming year? In this week's podcast, Chad and Mike explore your options and help you decide how to end your year. 

 

Music this week: 

Celebration (Single Version) – Kool & The Gang from the Album Celebrate! (1980) 

Don't Stop Believin' – Journey from the Album Greatest Hits (1988) 

Used under Fair Use. 

Nov 8, 2016

Two-thirds of people admit to procrastinating when it comes to their retirement planning. In fact, the average person spends more time planning a vacation then than do planning for retirement. 

Non-urgent financial tasks love to find cracks in our to-do list, falling to the bottom fast. Mark Twain humorized this concept well with his quote, “Why do today what you can put off till tomorrow?”

Jason Zweig captured these problems in his book Your Money and Your Brain. He wrote “Unpleasant tasks often lead to pleasant results down the road. We often procrastinate the worst on things that are good for us [with] saving more in our 401(k)” being near the top. “So the problem is not that we don’t know what’s good for us. It’s just that tomorrow seems like a better time to do it than today.”

In this episode, we share some of the best reasons we’ve read, personal stories, and tips we’ve used to combat financial procrastination.

Strategies to Fight Financial Procrastination

  1. Research on why we procrastinate financially
  2. The implications & cost of continuing to procrastinate
  3. Quick ways to combat putting off what you know you need to do today financially

Facts and Links Mentioned In the Show

  1. People check email an average of 150 times a day. Peak amounts are 900 times a day. [Art of Charm Podcast with Greg McKeown]
  2. More than 2/3 of adults age 55+ admit to procrastinating on retirement planning. [Financial Engines Study 2015]
  3. This survey shows people say that 25 is the right age to start financial planning but in reality they started planning 10.6 years later. [Financial Engines Study 2015]
  4. Top 5 Reasons We Procrastinate
    • 50% blamed stress for their procrastinating
    • 40% said they had higher priorities, even though they were interested in retirement planning
    • 24% were worried about being taken advantage of
    • 23% were not sure how to go about it
    • 20% believed it was too difficult
  5. How to Beat Procrastination by Dr. Travis Bradbury [LinkedIn Pulse]
  6. Why Investors Keep Repeating Their Mistakes [ETF.com interview with Wait Buy Why Founder]

Stacking Benjamins Podcast

You can also check out Chad on the Stacking Benjamins Podcast on a special Halloween edition. He shared 5 horror stories we see regularly from when we first meet with people.

Connect With Chad and Mike

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