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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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Financial Symmetry: Balancing Today with Retirement
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Now displaying: May, 2023
May 30, 2023

What can hockey teach us about pursuing your ideal retirement? 

As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that are also vital in fulfilling financial planning outcomes. 

And despite the early exit of the Canes in the Eastern Conference Finals, this hockey-themed episode can still assist you in the pursuit of your ideal retirement.

As Wayne Gretzky reminded us, don’t skate to where the puck is, skate to where the puck is going. Too many investors skate where the puck is currently. This Blackrock graph, mentioned in the show, is a good demonstration of results from people that tend to follow the herd to the hot trends now vs. investing where others are selling.

Now on with this week’s episode.

  • [2:18] Develop a game plan 
  • [6:50] Taking advantage of power plays
  • [11:23] Winning the face-off

*****

🎥 See a video recap & slides referenced here

📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today

🎯 Subscribe to not miss future episodes here

📰 See the full show notes here

May 15, 2023

Are you the type of person who loves surprises? One surprise you probably don’t enjoy is having to pay more taxes than you anticipated. 

Unfortunately, taxes are a necessary part of life. The best thing you can do to ensure that you aren’t caught off guard at the end of the tax year is to prepare throughout the year. 

On this episode of Financial Symmetry, Allison Berger and I review 9 ways to prevent taxes from catching you off guard. Don’t let the next tax season take you by surprise. Listen in to hear how you can improve your tax situation so that you can rest easy come tax time.

*****

🎥 See a video recap & slides referenced here

📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today

🎯 Subscribe to not miss future episodes here

📰 See the full show notes here

May 1, 2023

Many of our clients ask for financial books and other resources they can share with their loved ones to improve their financial literacy. When young people are armed with financial knowledge they make smarter financial decisions that will ultimately pay off in the long run.

When young adults are just getting started, financial information is best shared in bite-sized pieces which makes a 30-minute podcast the ideal medium for potentially life-changing financial tips. 

If you know of someone who is about to graduate from college and embark on their journey into the adult world, this is the episode for them. They’ll learn how to make the best financial decisions they can with their new paychecks. Please make sure to share this episode with the young people in your life. 

*****

🎥 See a video recap & slides referenced here

📰 See the full show notes here

📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Subscribe to the Financial Symmetry newsletter and receive 5 Questions you Should Ask A Financial Advisor.

🎯 Subscribe to not miss future episodes here

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