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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: September, 2022
Sep 19, 2022

We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans.

Today, we discuss the top concerns that are often overlooked for those facing a terminal diagnosis. 

This is a difficult, yet important, subject to address. Investment strategies, tax strategies, and estate planning may not be at the forefront of your mind during this challenging time period, however, doing the legwork now will set your loved ones up for success after your passing.

You won’t want to miss this episode if you or a loved one has recently experienced a terminal diagnosis. 

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!

📰 See the full show notes here [including a Terminal Illness Checklist]

🎥 See latest video of podcast recap here

🎯 Subscribe to not miss future episodes here

 

Sep 5, 2022

Retirement rules of thumb can give you a false sense of security. 

▶️ Watch a short recap on Youtube

Today you’ll learn why you should second guess these 4 commonly referenced retirement rules.

In this episode, we'll discuss:

  • what these rules are
  • where they came from
  • why they aren’t the best prescriptions for success in retirement
  • what you should do instead of relying on these common retirement norms

Our expanded pre-retirement checklist is packed with common questions asked by our clients. Our new guide answers the 4 questions you should ask about Social Security, includes common tax planning tools used by retirees, and examines how your investing may change in retirement.

Download this newly revised and expanded checklist to help you best prepare for your retirement. 

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📗 Download the expanded Retire On Purpose Guide

🎯 Subscribe to not miss future episodes here

📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!

 

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