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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: January, 2016
The Top 10 Economic Stories of 2015, Ep #3 0
Jan 19, 2016

As we've done in years past, we compiled our view of the top 10 economic stories from 2015, and what these stories may mean for 2016. 

You can find show notes and more information by clicking here: https://wp.me/p6NrVS-2uI

What's an Advisor Worth?, Ep #2 0
Jan 5, 2016

Is paying a fee for a financial advisor worth it? According to Vanguard, the leader in do-it-yourself (DIY) investing, they believe a financial advisor can add approximately three percentage points to a client’s investment returns per year.  The study (link here) found five separate ways (below) advisors add value (alpha) in working with their clients.

You can find show notes and more information by clicking here: https://wp.me/p6NrVS-20z

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