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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 youโ€™ve been putting off your financial to-do list or are just not sure what youโ€™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: Page 1
Oct 8, 2024

Reaching your financial goals builds confidence and peace of mind, which are essential for making informed decisions that benefit your entire family.

In this episode, weโ€™re following a fictional pop culture couple from newlywed to pre-retirement, to demonstrate how their thought process around an emergency fund could evolve with their changing circumstances.

Join us as we lay out a case study of planning that helps them balance their accessible wealth with a healthy emergency fund.

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๐Ÿ“ฌ Download your Free Retire On Purpose Guide here

๐Ÿ“ฐ See the full show notes here

๐ŸŒ Sign up here to receive Retirement Weekly to get one email every week on all things retirement

 

 

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