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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: Page 1
Jul 11, 2022

How do you deal with a major financial transitions?

Video recap: https://youtu.be/2tWrduVAS14

When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. 

Allison Berger joins me today to share some of what she has learned while studying for the CFT designation (Certified Financial Transitionist). The coursework for this professional title combines financial planning with cutting-edge research in neurology, sociology, and psychology. With her newfound knowledge, Allison will help us learn how to navigate the technical and personal side of major life decisions.

Listen in to learn how to build a framework that can help you navigate major financial decisions. 

Outline of This Episode

  • [0:44] What is the CFT designation?
  • [2:32] The two sides of money
  • [8:23] The 4 stages of money
  • [17:50] Questions to ask during transitions
  • [19:29] The progress principle

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