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
October
September
August
July
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: May, 2024
May 20, 2024

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?

This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.

Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.

📬 Sign up for the Advisor Corner Newsletter here and receive our Retire On Purpose Guide

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

May 6, 2024

Have you thought about retiring abroad?

Oftentimes when we think of retirement, we think about sunny beaches with crystalline water shimmering in the sunshine. Could this or some other idyllic vision be your future? 

The realities of retiring abroad can be exciting, but at the same time overwhelming. Complex financial strategies need to be considered before grabbing your passport and setting off for the unknown. 

In this episode, we discuss seven crucial financial considerations that you’ll need to keep in mind if you are interested in retiring abroad.

Outline of This Episode

  • [0:36] Overcoming frugality in retirement
  • [2:15] More people are retiring abroad
  • [3:44] Put together a blueprint of what life will look like for you
  • [5:00] Dealing with finances
  • [6:53] Dealing with taxes
  • [8:40] Dealing with investments
  • [10:32] Dealing with real estate
  • [12:24] Dealing with healthcare
  • [13:41] Dealing with estate issues

****

📬 Get our Retire On Purpose Guide here

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

1