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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: July, 2023
Jul 24, 2023

The behavioral and emotional side of financial planning takes precedence when planning for our future.

I see this play out frequently in the form of anchoring to a perceived value we’ve grown accustomed to, based on prior experience.

This “value”; however, can unfortunately lead to decisions that damage the success of our financial plan.

Outline of This Episode

  • [1:40] Anchoring to a dollar amount is what we’re used to
  • [5:56] Are you stuck on your stock prices?
  • [10:25] Your retirement number needs to have a basis
  • [15:20] What are you sacrificing to reach your number?
  • [16:13] Don’t limit your tax thinking
  • [20:25] Gain confidence with a financial plan

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Connect with Chad and Cameron

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Jul 10, 2023

Today estate law attorney, Adam Tarsitano, joins us to discuss how you should think through some commonly misunderstood areas of your estate plan.

Listen in to learn why you may not look forward to the sunset in 2026, the difference in various trusts, and whether you should open a trust to avoid probate.

*****

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