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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: October, 2022
Oct 31, 2022

None of us know how long we will live, so it is important to prepare for the inevitable. Unfortunately, all that we have earned in this life won’t transfer into the next, so it is important that we have our wishes laid out appropriately.

🎥Watch the video here

An estate plan is a critical component of the retirement planning journey.

Estate attorney, Adam Tarsitano joins the Financial Symmetry podcast again today to discuss spooky estate planning tales from the crypt that he has seen in his experience.

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!

📰 DOWNLOAD the ESTATE PLANNING CHECKLIST

🎥 See other videos of podcast recaps here

🎯 Subscribe to not miss future episodes here

Oct 17, 2022

Have scary markets made you second guess your retirement plan?

For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story.

🎥Watch the video here: https://youtu.be/bPmWBKTM-yg

Which reminded us of a common retirement tale from one of Halloween’s favorite fictitious characters, Michael Myers.

After 40+ years of scaring audiences, the Halloween movie franchise is coming to an end. Now that Michael has reached 65, we thought it fitting to envision that everyone’s favorite murderer is finally done chasing victims and is ready to settle down into retirement.

Has he prepared well enough or did he chase returns the way he chased his victims? Listen in to hear the retirement horror story of Micheal Myers.

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!

📰 DOWNLOAD the free EBOOK Your Game Plan for Market Volatility ebook

🎥 See other videos of podcast recaps here

🎯 Subscribe to not miss future episodes here

 

Oct 3, 2022

Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package?

In this episode, you’ll learn who non-qualified deferred compensation plans were created for, what they are, the pros and cons, and their potential for helping you reduce your lifetime tax bill. 

Find out if this additional savings tool could be a difference maker for your retirement withdrawal strategy. 

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter!

📰 DOWNLOAD the free EBOOK Your Game Plan for Market Volatility ebook

🎥 See latest video of podcast recap here

🎯 Subscribe to not miss future episodes here

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