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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: June, 2024
Jun 17, 2024

Have you considered how your instincts influence your decision-making around retirement planning?

Our natural instincts and biases create frameworks that lead our perspectives on how we think the world works. 

These frameworks influence our decisions surrounding our financial decisions. 

On this episode of Financial Symmetry, we discuss how to build prosperity by analyzinging and identifying your perspective. Listen in to learn 10 instincts identified by the book Factfulness and what you can do to combat the biases they lead to. 

Outline of This Episode

  • [0:50] Our article of the week
  • [1:58] Your instincts influence your decision making
  • [5:41] Why are we worried about the current situation?
  • [7:13] Combatting the gap instinct
  • [10:36] The negativity instinct
  • [16:10] The fear instinct
  • [10:18] Size matters
  • [23:56] The generalizing instinct
  • [26:10] Destiny instinct
  • [29:23] Who’s to blame?
  • [31:05] The urgency instinct

Resources & People Mentioned

 

Jun 3, 2024

Today we’re diving in to a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – which is starting a business.

With increased life expectancy, cost of living increases and a desire for continued fulfillment, many retirees are excited to begin a new experiment in an area they are passionate about.

Some surveys show the proportion of people starting businesses at ages 55 to 65 has increased in recent years and, at one point, even surpassed the typical entrepreneur age group of 25- to 35-year-olds.

So today we’re speaking to those currently operating sole proprietorships and single-member LLCs OR those considering starting their own business. We’re going to shine the light on the S Corp business type and provide some details on why this could be an opportunity to explore.

Outline of This Episode

  • [0:55] How to know when you have enough
  • [2:09] Starting a business in retirement
  • [6:02] Why it's important to understand what an S-corp is 
  • [10:10] An example 
  • [14:54] The downside of the S-corp

****

📬 Get our Retire On Purpose Guide here

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

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