Info

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.
RSS Feed Subscribe in Apple Podcasts
Financial Symmetry: Balancing Today with Retirement
2024
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December


Categories

All Episodes
Archives
Categories
Now displaying: April, 2023
Apr 17, 2023

As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate.

🎥 See a video recap here

Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax liability.

In retirement, there are many ways to map out your charitable giving to take full advantage of the tax benefits. This is why, we discuss ways to capitalize on those opportunities while meeting your charitable goals.

Listen in to learn how to enhance your today and enrich your tomorrow while giving intentionally.

What You'll Learn In This Episode

  • [0:49] Common charitable goals
  • [2:37] Time talent and treasure
  • [5:27] Mikey and Minnie’s case study
  • [11:36] Donald and Daisy’s case study
  • [19:13] Be intentional about your giving
  • [21:10] Today’s progress principle

*****

📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide.

📰 See the full show notes here

🎯 Subscribe to not miss future episodes here

Apr 3, 2023

Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes?

We’ve all been there. But it's often difficult to fully appreciate the time, effort, and in some circumstances the cost it could save you to enlist help earlier in the process.

In today’s episode, we’ll explore six steps that are available to augment your lifetime savings. Press play to discover if you are missing out on critical savings tools.

*****

📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide.

📰 See the full show notes here

🎥 See a video recap here

🎯 Subscribe to not miss future episodes here

1