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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: April, 2022
Apr 18, 2022

Deciding to retire is just the beginning of your retirement decision-making. From tax planning to Social Security decisions, finding the best strategies for you requires regular analysis.

Video recap: https://youtu.be/TleOZ8CwYXw

Today’s question comes from a client who recently read an article from Rethinking 65 titled Why Trying to Quantify Roth Conversions Is Futile. After reading the article the client wanted to know if they should take advantage of Roth conversions. As we explore this question today, you’ll learn how you can decide whether Roth conversions would be a good fit for your retirement situation.

Outline of This Episode

  • Cameron’s thoughts on the article [1:42]
  • When to take the income [3:48]
  • Look at other areas of your life when considering a Roth conversion [7:48]
  • Longevity risks that come with retirement [13:38]
  • How taking Roth conversions could affect Social Security [16:58]
  • Today’s progress principle [22:20]

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Apr 4, 2022

Many people that listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations!

Video recap: https://youtu.be/pUvfv1815fw

You have done the hard work to accumulate plenty of assets and be on track to reach your financial retirement goals.

However, after a lifetime of accumulation, you may discover that you have a hard time letting go of your assets. I recently came across an article in Barron’s magazine called Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why. On this episode of Financial Symmetry, Allison Berger and I will discuss the reasons that some retirees are reluctant to spend their savings and explore strategies that you can use to ensure that you have a successful transition into retirement.

Outline of This Episode

  • [1:33] Retirees aren’t spending enough of their nest eggs and here’s why
  • [3:30] Why is there a reluctance to spend in retirement?
  • [6:53] Tactics to spend
  • [10:20] Create a retirement paycheck
  • [12:26] Delay taking Social Security
  • [14:48] Understand the tax tools available to you
  • [19:31] Estate planning is not only about documents
  • [22:05] Today’s progress principle

Resources & People Mentioned

Connect With Chad and Mike

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