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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, 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.
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Now displaying: July, 2017
Jul 30, 2017

You know those things you know you should do - eat healthy, work out every day, sleep eight hours - but struggle to get done? We all do it, and skipping over financially healthy habits is another common way to cut corners.

Overlooking seemingly small aspects of your financial life now is just like skipping floss or skimping on sleep - they don't have a huge impact immediately, but can really affect you down the road. Tuning up your financial habits is a good way to keep yourself in good shape for the long run.

On another note, we'd love to see and hear how you're listening to the podcast. Walking the dog? On your commute? Let us know!

You can find show notes and more information here: http://bit.ly/2vekwVO 

Jul 16, 2017

There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how this summer is through reading. So on this episode, we have a list of 13 great titles that you may want to add to your reading list, no matter where you are financially or what interests you have.

You can find show notes and more information by clicking here: http://bit.ly/2ukGIgu 

Jul 2, 2017

When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but as we'll reveal in this episode, the answer is key to making sure you spend money in a way that supports short- and long-term happiness.

In this episode, we're switching it up a bit and giving you a rundown of one of our favorite books: Happy Money: The Science of Happier SpendingHappy Money gives you the tools to spend in ways that can help you build and sustain happiness over a lifetime. And to make it even more fun, we're talking about popular movies that align with each of the book's five principles. 

You can find show notes and more information by clicking here: http://bit.ly/2tOcm2r 

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