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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: Page 1
Feb 20, 2023

Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. 

🎥 See a video recap here

Our guest today, Susan Bradley, is the author of Sudden Money and the founder of the Sudden Money Institute. She is also a Certified Financial Planner (CFP) and a Certified Financial Transitionist (CFT). We discuss how best to prepare for the retirement transition

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Market Volatility Playbook.

📰 See the full show notes here

🎯 Subscribe to not miss future episodes here

DOWNLOAD the Sudden Money Financial Transition Journal here

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