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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: November, 2023
Nov 27, 2023

Taking advantage of tax planning opportunities before year-end may benefit you this year while also lowering your lifetime tax rate. 

Paying more taxes now to lower your lifetime tax rate may seem unconventional, but if you are serious about building wealth, this episode may include a strategy for you.

Listen in to hear ten tax strategies you could use on the path to your ideal retirement. 

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📬 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

Nov 13, 2023

On the journey to reach your ideal retirement, stock options can be a valuable tool to have in your arsenal.

However, it’s easy to make mistakes given most people don’t have a class in high school that provides pointers on how to handle when they vest.

There are many things to consider with stock options: the different types, timing deadlines, tax consequences, and the leverage involved.

Since it is such a complex topic, they’re often put on the back burner and can easily be forgotten about causing you to miss out on a valuable opportunity to increase your wealth.

If you have been offered stock options with your company, you’ll want to hear these 8 common mistakes to avoid when managing your stock options.

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📬 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

 

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