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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: Page 1
Sep 18, 2023

Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments?

Several studies from Vanguard and Morningstar have attempted to quantify how behavioral coaching can impact your savings. The numbers settle around 1.5-2%/yr. That may not sound like much, but could equate to millions of difference over 30+ years of savings. 

On this episode, we continue to explore the benefits of the wealth management relationship. If you haven’t listened to the first part you can find it here

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🎥 See video recaps here

📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download the Benefits of Wealth Management here

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📰 See the full show notes here

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