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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: December, 2023
Dec 26, 2023

In our usual episodes, we aim to arm you with a particular insight or strategy that can help you inch closer to your ideal retirement.  But, with todays show, we want to close the year by providing a list of 15 surprising financial facts about the year that you could share in a conversation with a friend or family member.

We also pay tribute to the great investor Charlie Munger, by providing a few of our favorite Mungerisms.

As you begin your 2024, we thank you all for listening and sharing our show. We look forward to continuing to provide you with helpful steps on your journey to reach an ideal retirement  

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Dec 11, 2023

If you are planning on retiring before age 65, there is no doubt that you have had this question.

What do you do about health insurance? 

In the United States, the health insurance landscape is ever-changing and takes quite a bit of planning. 

Many people even feel anchored to their jobs because of the prohibitive costs of health insurance. However, there are options for healthcare before age 65.

Listen in to discover what your options are and what you should be doing to plan for this complicated aspect of early retirement. 

Outline of This Episode

  • [2:44] COBRA
  • [8:04] Using your spouse’s plan
  • [10:58] The healthcare exchange
  • [17:57] On choosing more than one option

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