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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: June, 2022
Jun 27, 2022

In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important to learn from those that have gone before you. 

Video Recap: https://www.youtube.com/watch?v=VePid5UlQ1Y

Your Playbook to Market Volatility: https://www.financialsymmetry.com/staying-the-course-even-during-volatile-markets/

Check out this episode to discover the 4 typical investors that we encounter during market declines. As you listen consider who you have been like in the past. Which one are you feeling like now? Which one do you want to be in the future?

Outline of This Episode

  • [2:56] Nervous Ned
  • [7:02] Told-you-so Tabatha
  • [10:44] Defiant Dan
  • [13:07] Anchoring Andy
  • [15:06] Steady Sandy
  • [18:10] Progress principles

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Jun 13, 2022

Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers.

Video recap: https://youtu.be/2jFmLDB3Xks

On today’s show, we tackle the emotionally challenging subject of losing a spouse.

Between planning a funeral, notifying people, and taking calls, it’s hard to find time to grieve, much less think about the financial consequences and tax changes you have to deal with in the coming weeks. Part of our responsibility during this difficult time is to walk you through the steps of navigating the administrative part of handling a loved one’s resources.

Listen to this episode to learn about the tax changes to consider when dealing with the death of a spouse.

Read more in the show notes here: https://www.financialsymmetry.com/tax-changes-to-consider-after-the-death-of-a-spouse-ep-166/

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