Financial Symmetry: Balancing Today with Retirement

By Chad Smith, CFP® and Mike Eklund, CFP®

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. Financial Symmetry is a Raleigh Financial Advisor, proudly serving clients in the Triangle of North Carolina for over 20 years.

  1. 1.
    Developing a Retirement Withdrawal Strategy, Ep #148
    24:26
  2. 2.
    How the American Families Plan Could Impact You and Your Taxes, Ep #147
    28:25
  3. 3.
    Financial Milestones that Create Opportunities, Ep #146
    19:38
  4. 4.
    Financial Planning Strategies for Grandparents, Ep #145
    17:00
  5. 5.
    The Retirement Secret Weapon: Mega Backdoor Roth 401k, Ep 144
    25:46
  6. 6.
    3 Key Areas to Analyze for your Stock Options, Ep #143
    22:10
  7. 7.
    The Summer Sprint - Financial Tasks to Complete Before Fall, Ep # 142
    19:02
  8. 8.
    To Buy or Not to Buy in a Hot Housing Market, Ep #141
    20:36
  1. 9.
    Choosing the Right Investment Vehicle to Save for Retirement, Ep #140
    22:20
  2. 10.
    Investing for Inflation, ep #139
    31:52
  3. 11.
    Demystifying What the Biden Tax Plan Could Mean for You, Ep #138
    30:13
  4. 12.
    The Rush to Retire Blueprint, Ep #137
    28:18
  5. 13.
    3 Not-So-Obvious Retirement Roadblocks, Ep #136
    24:05
  6. 14.
    Our 3 Step Investing Process, Ep #135
    25:05
  7. 15.
    What to Expect from a Financial Advisor - The 5 C’s, Ep #134
    26:57
  8. 16.
    5 Tax Planning Opportunities in the American Rescue Plan, Ep #133
    34:05
  9. 17.
    How a Financial Advisor Invests Their Money - Cameron Hendricks, Ep #132
    33:18
  10. 18.
    Hidden Financial Mistakes and How to Spot Them, Ep #131
    24:14
  11. 19.
    During Stock Market Manias, Ask These 3 Questions, Ep #130
    20:30
  12. 20.
    Wealth Building by the Decades: One Thing You Can Do to Ensure Financial Success, Ep. #129
    27:57
  13. 21.
    Top Investment Lessons Learned from 2020, Ep #128
    26:34
  14. 22.
    12 Actionable Steps to Improve Your Financial Outlook in the New Year, Ep #127
    28:10
  15. 23.
    How a Financial Advisor Invests Their Money - Mike Eklund, Ep #126
    36:17
  16. 24.
    Are Value Stocks Dead? Ep #125
    20:45
  17. 25.
    Should You Take an Early Retirement Package?, Ep #124
    20:25
  18. 26.
    If Only I Had Bought Zoom When it IPO’d in 2019, Ep #123
    25:51
  19. 27.
    Leaving and Receiving an Inheritance by the Decades, Ep #122
    29:04
  20. 28.
    The Impact of COVID-19 on Women’s Financial Lives, Ep #121
    24:51
  21. 29.
    How to Position Your Portfolio Before the Election, Ep #120
    16:51
  22. 30.
    Preparing for a Professional Pivot, Ep #119
    30:30
  23. 31.
    Do You Ask These Questions When Selecting Investments?, Ep #118
    22:53
  24. 32.
    Your Future Self Will Thank You, Ep #117
    18:31
  25. 33.
    Buying a Second Home? Answer These Questions, Ep #116
    22:49
  26. 34.
    Nearing Retirement? Prepare for these Retirement Surprises, Ep #115
    23:44
  27. 35.
    The "R" Plan - 5 Steps to Fight Prediction Hubris, Ep #114
    27:34
  28. 36.
    The ABCs of Special Needs Financial Planning Ep# 113
    34:30
  29. 37.
    Should You Change Your College Savings Strategy During COVID?
    21:46
  30. 38.
    Why is the Stock Market Doing So Well When the Economy is Not? Ep #111
    15:47
  31. 39.
    Retirement Planning Changes in the CARES Act, Ep #110
    16:52
  32. 40.
    3 Questions to Ask Yourself During Stock Market Drops, Ep #109
    16:34
  33. 41.
    What the CARES Act Means For You, Ep #108
    30:48
  34. 42.
    Preparing Your Portfolio During A Bear Market, Ep #107
    21:43
  35. 43.
    Coronavirus Concerns and Your Portfolio, Ep #106
    16:08
  36. 44.
    Retirement Regrets: I Wish I Would Have..., Ep #105
    30:43
  37. 45.
    How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104
    21:11
  38. 46.
    How Do You Invest at All-Time Market Highs? 2020 Outlook, Ep #103
    30:29
  39. 47.
    How the SECURE Act Impacts Your Retirement, Ep #102
    24:20
  40. 48.
    Solving the Social Security Tax Bubble Mystery, Ep #101
    23:34
  41. 49.
    How a Crazy Idea turned into 100 Episodes, Ep #100
    32:52
  42. 50.
    Retirement Mythbusters
    29:53

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