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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: May, 2022
May 30, 2022

Do you have an estate plan?

Is it up to date?

Was it prepared by an estate planning professional?

Video link: https://youtu.be/c7XO462BOcg

If you answered "no" to any of these questions, this episode is for you. 

On the show this week, we welcome Adam Tarsitano, an estate planning attorney in Raleigh, NC, to discuss why it is so important to have a professionally prepared estate plan in place.

Listen in to hear the difference between a professional estate plan and a DIY estate plan and what could happen to your assets if the state decides what to do with them.

Outline of This Episode

  • [1:30] The goal of an estate plan is an orderly transfer of assets
  • [4:26] Why it is important to set up a trust for minor children
  • [13:57] Make sure to use full names
  • [16:30] Make sure your goals are the same every few years
  • [19:27] What is the default?
  • [23:20] Progress principle

Resources & People Mentioned

Connect With Cameron

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May 16, 2022

Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high.  Headlines like these makes it tough to have confidence in your investment strategy.

Youtube video: https://youtu.be/dNb2jmLW_OU

This is why today, we are reviewing how to create a retirement plan that provides peace of mind through an investment roller coaster. If you are worried about the future of your money, our goal this week is to provide you a game plan for volatile markets.

Press play to listen in or check out the video with the slideshow on our YouTube channel.

Outline of This Episode

  • [2:42] The current economic situation
  • [6:25] What history can teach us
  • [13:20] Is this time different?
  • [14:50] What should you do?
  • [19:05] The media can cause you to think you can time the market
  • [22:30] Tax-loss harvesting can help you save on taxes
  • [24:22] Today’s progress principle

Resources & People Mentioned

Connect With Chad and Mike

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May 2, 2022

If you recently filed your tax return you may have noticed some unexpected surprises.

Video recap: https://youtu.be/G9q8k5fRNdQ

Since tax planning and preparation is an important part of what we do at Financial Symmetry, we wanted to make you all aware of the top 10 tax surprises that we see in our office. Listen in to hear if you are familiar with any of these tax prep surprises. 

Outline of This Episode

  • [2:58] Inheritances
  • [6:55] Credit card reward points
  • [7:56] Advanced child tax credit
  • [10:30] Cryptocurrencies and NFTs
  • [13:20] 1099K through Venmo or other cash apps
  • [14:58] Underwithholding on W4s
  • [16:39] It got lost in the mail
  • [18:38] Double taxation on backdoor Roth
  • [22:18] What to do if you receive a K1

Resources & People Mentioned

Connect With Chad and Allison

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