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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
May 16, 2022

Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high.  Headlines like these makes it tough to have confidence in your investment strategy.

Youtube video: https://youtu.be/dNb2jmLW_OU

This is why today, we are reviewing how to create a retirement plan that provides peace of mind through an investment roller coaster. If you are worried about the future of your money, our goal this week is to provide you a game plan for volatile markets.

Press play to listen in or check out the video with the slideshow on our YouTube channel.

Outline of This Episode

  • [2:42] The current economic situation
  • [6:25] What history can teach us
  • [13:20] Is this time different?
  • [14:50] What should you do?
  • [19:05] The media can cause you to think you can time the market
  • [22:30] Tax-loss harvesting can help you save on taxes
  • [24:22] Today’s progress principle

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