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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
Aug 27, 2024

We all have visions of our ideal retirement. However, our financial plans can quickly veer off course if we haven't appropriately managed our risks. 

On this episode of Financial Symmetry, Greg Suggs from Greg Suggs Insurance joins me to discuss how to manage common risks that could negatively affect your wealth. You wonโ€™t want to miss out on these easy-to-implement pieces to your insurance puzzle that could save your assets.

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๐Ÿ“ฐ See the full show notes here

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Outline of This Episode

  • [1:23] A bit about Greg
  • [2:09] Biggest changes in insurance over the past 30 years
  • [5:12] The biggest risks for homeowners
  • [11:11] Common mistakes homeowners make
  • [14:33] What to think about if you are considering a second home
  • [17:21] What to consider if you own a rental property
  • [19:00] Automobile insurance for young drivers
  • [23:22] What about insurance for gig work?
  • [25:37] How to lower your insurance needs
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