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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: February, 2023
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

Feb 6, 2023

In today’s video, we discuss several questions of what we can learn from last year’s investing experience and what we could expect for 2023.

  • Why 2022 was a challenging year in stock and bond markets?
  • What was historic about the year for bond returns?
  • Could there be a silver lining for stock returns?
  • How do markets react in the years after a down year in stocks?
  • The range of emotions when holding a diversified portfolio
  • Why you’ll always hate something in your portfolio
  • Which 7 stocks held back the S&P 500 in 2022?
  • When does a growth stock become a value stock?
  • What 6 different “expert” companies are predicting for returns over the next 10 years?
  • Why does having an investment plan informed by a financial plan matter?
  • Do you have a monitoring process to know when or when not to act with your portfolio?

Listen in to see how lessons from last year can help you move forward with confidence. 

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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

🎥 See a video recap here

🎯 Subscribe to not miss future episodes here

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