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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, Chad Smith and Mike Eklund 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: November, 2017
Nov 20, 2017

Near tax time each year, do you find yourself wondering what other tax strategies you may be missing? Many people have a goal of paying less in taxes but are missing opportunities to be as tax efficient as possible with their entire financial picture. Fact is, there are things you can do between now and the end of the year that could be a nice benefit when filing your tax return this year.

Join us this week, as we are interviewing a seasoned CPA expert on tax strategies people miss. Will Holt has spent 25 years preparing, reviewing and revising tax returns for clients. It was fun picking his brain to tease out seven tips for people to better position their tax situation next year.

What You'll Learn In This Episode

  • How important decisions during open enrollment could be for next year.
  • The impact of missing out of employer contributions in your 401(k) or HSA.
  • Why contributing to an account for your non-working spouse can be a better move.
  • The ins and outs of gifting the right type of asset
  • Understand the difference between taxable income and AGI as it relates to tax brackets
  • Don't let the tax tail wag the investment dog.
  • Education credits are powerful if used correctly
Nov 6, 2017

What if you knew the secret to building wealth? For many, asking that question alone is part of the problem. That's because it's less of a secret, and more of a discipline of small habits and behaviors we are programmed to ignore. Whether it's how easy we get distracted or our propensity to keep up with the Joneses, understanding our thought patterns around these topics is informative and can lead to trans-formative long-term behavior change. Join us for this episode, as we discuss the specific researched backed factors it takes for each of us to build wealth. The mindsets, habits and predispositions we all experience that set us up to build (or not build) our wealth. You'll also hear Chad and Mike's surprise, as they reveal each others results to a Building Wealth assessment they took.

Find out more and discover links mentioned in the show here: http://bit.ly/2lWyxn5

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