Developing a Retirement Withdrawal Strategy, Ep #148
The decumulation stage of retirement is different from all those years you spent accumulating your retirement savings. Video Recap: https://youtu.be/U...
Financial Symmetry: Balancing Today with Retirement
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About
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, Chad Smith and Mike Eklund 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. This podcast is published by Financial Symmetry, located in Raleigh, NC.
How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. Video recap: https:...
Financial Milestones to Remember, Ep #146
We all have those milestones in life that we enjoy looking back on or forward to. Graduations, weddings, and births of children are a few that jump to...
Financial Planning Strategies for Grandparents, Ep #145
With Grandparents day around the corner, we're breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of...
The Retirement Secret Weapon: Mega Backdoor Roth 401k, Ep 144
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, ...
3 Key Areas to Analyze for your Stock Options, Ep #143
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, j...
The Summer Sprint - Financial Tasks to Complete Before Fall, Ep # 142
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fu...
To Buy or Not to Buy in a Hot Housing Market, Ep #141
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers even...
Choosing the Right Investment Vehicle to Save for Retirement, Ep #140
Are you a super saver? If so, you may feel like you are doing a lot of the right things to save for retirement, but you are not sure where to go next....
Investing for Inflation, ep #139
Recent headlines have people thinking more about investing for inflation. It's the most recent economic worry, but there's always something to scare o...