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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 youโ€™ve been putting off your financial to-do list or are just not sure what youโ€™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: Page 1
Oct 29, 2024

Investing can feel like a battle between two polar opposites within us, the rational and the emotional, just like the classic story of Dr. Jekyll and Mr. Hyde.

This week, Dr. Jekyll and Mr. Hyde are our model investors, and weโ€™re talking you through the spooky story of the risks, emotions, and rational strategies involved in long-term investing. 

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๐Ÿ“ฌ Download your Free Retire On Purpose Guide here

๐Ÿ“ฐ See the full show notes here

๐ŸŒ Sign up here to receive Retirement Weekly to get one email every week on all things retirement

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Outline of This Episode

  • [03:06] Dr. Jekyll and Mr Hyde's wildly different investment strategies 
  • [06:00]Strategies that help mitigate emotional reactions during elections and global crises 
  • [07:38] Balancing short-term market volatility with a long-term investment perspective
  • [10:37] How to stay aligned with long-term goals in the face of market downturns
  • [13:28] Diversification to manage risk in an investment portfolio
  • [14:17] Psychological factors that cause investors to feel more confident during market upswings
  • [15:35] Automating your investment and savings strategy to prevent emotional decision-making

 

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