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Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People

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

You've probably asked yourself the question before. I wonder what financial opportunities I may be missing? Busy lives take over and years pass without taking advantage. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Certified Financial Planners Chad Smith and Mike Eklund clue you in to the opportunities many people miss in their financial journey. By day, they are fiduciary fee-only financial advisors who pull stories from experiences and questions asked in real-life scenarios. 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.

  1. 1.
    How Do Millionaires Spend Their Time?, Ep #8003/11/2019
    29:44
  2. 2.
    Are You Speaking the Same Financial Language?, Ep #7902/25/2019
    27:47
  3. 3.
    Our 2019 Investment Outlook, Ep #7802/11/2019
    23:56
  4. 4.
    The Habits It Takes to be a Successful Investor, Ep #7702/01/2019
    25:28
  5. 5.
    4 Secrets to a Happy Retirement, Ep #7601/14/2019
    20:48
  6. 6.
    The Bear Market Survival Guide, Ep #7501/01/2019
    25:18
  7. 7.
    The 4 Most Popular Podcasts of 2018, Ep #7412/17/2018
    25:24
  8. 8.
    5 Top Reads for Working Moms, Ep #7312/03/2018
    37:35
  1. 9.
    7 Tax Reform Opportunities and How to Spot Them, Ep #7211/19/2018
    29:35
  2. 10.
    How to Ignore the Stock Market Noise, Ep #7111/05/2018
    29:46
  3. 11.
    5 Spooky Financial Stories, Ep #7010/22/2018
    29:02
  4. 12.
    How to Avoid the Financial Mid-Life Crisis, Ep #6910/08/2018
    28:08
  5. 13.
    Your Pre-Retirement Checklist, Ep #6809/24/2018
    29:29
  6. 14.
    Why Bother Diversifying with International Stocks? Ep #6709/10/2018
    30:03
  7. 15.
    3 Frequently Asked Financial Questions, Ep #6608/27/2018
    24:27
  8. 16.
    What Tops Your Financial Bucket List?, Ep #6508/13/2018
    28:45
  9. 17.
    Your Social Security Guide in Less than 30 Minutes, Ep #6407/30/2018
    27:07
  10. 18.
    Financial Acronymology, Decoded, Ep #6307/16/2018
    22:23
  11. 19.
    The Tumultuous Journey of Bitcoin and How Cryptocurrencies Work, Ep #6207/02/2018
    22:31
  12. 20.
    Planning A More Enjoyable Summer Vacation Ep 6106/18/2018
    25:08
  13. 21.
    5 Easy Ways to Improve Your Financial Decisions, Ep #6006/04/2018
    30:08
  14. 22.
    Tax Solutions for Charitable Giving, Ep #5905/21/2018
    19:02
  15. 23.
    Ensure Financial Success With Our Top 5 Money Tips for Millennials, Ep #5805/07/2018
    25:02
  16. 24.
    What Happens When You Have No Estate Plan?, Ep #5704/23/2018
    26:12
  17. 25.
    5 Important Financial Strategies to Consider After the Death of a Spouse, Ep 5604/09/2018
    22:59
  18. 26.
    Are You Making These Ten Tax Return Mistakes? Ep #5503/26/2018
    23:52
  19. 27.
    It’s March Madness! Our Top 8 Big Financial Decisions, Ep #5403/12/2018
    36:40
  20. 28.
    Do I Really Need a Financial Advisor?, Ep #5302/26/2018
    32:15
  21. 29.
    What Investment Decision Process Should You Implement?, Ep #5202/12/2018
    46:23
  22. 30.
    Ep 51 - Financial Savvy for Women: The Top 10 Tips01/29/2018
    50:17
  23. 31.
    Ep 50 - Your Ultimate New Year Financial Checklist01/15/2018
    30:33
  24. 32.
    Ep 49 - How Will Tax Reform Benefit You?01/04/2018
    23:25
  25. 33.
    Ep 48 - Making Better Decisions with the Laws of Wealth12/18/2017
    37:46
  26. 34.
    Ep 47 - Why Do You Need an HSA?12/04/2017
    29:09
  27. 35.
    Ep 46 - What Tax Moves Am I Missing?11/20/2017
    34:22
  28. 36.
    Ep 45 - How Likely Are You to Build Wealth?11/06/2017
    29:51
  29. 37.
    Ep 44 - What Behavioral Economics Means To You10/23/2017
    32:36
  30. 38.
    Ep 43 - Steps to Take After The Equifax Breach10/09/2017
    23:34
  31. 39.
    Ep 42 - How to Navigate Open Enrollment09/26/2017
    32:33
  32. 40.
    Ep 41 - How to Pick the Best Small Business Retirement Plan09/11/2017
    28:04
  33. 41.
    Ep 40 – Make these Financial Moves in Your 40s08/27/2017
    30:55
  34. 42.
    Ep 39 - 7 Insider Tips for Picking Your Best College08/13/2017
    45:16
  35. 43.
    Ep 38 – Things You KNOW But Don't DO07/30/2017
    38:01
  36. 44.
    Ep 37 – Lucky List of 13 Summer Reads07/16/2017
    32:45
  37. 45.
    Episode 36 – Money Can Buy Happiness07/02/2017
    34:17
  38. 46.
    Episode 35 – How Should I Withdraw My Pension?06/18/2017
    24:43
  39. 47.
    Episode 34 – Finances and Your Family06/04/2017
    19:40
  40. 48.
    Episode 33 – 5 Things to Know Before Investing in Real Estate05/21/2017
    28:20
  41. 49.
    Episode 32 – Teaching Your Kids About Money05/04/2017
    26:44
  42. 50.
    Episode 31 – Top 10 Retirement Mistakes to Avoid04/13/2017
    33:21
  43. 51.
    Episode 30 – Buying A Car04/03/2017
    25:12
  44. 52.
    Episode 29 – Why Fiduciary Matters03/16/2017
    19:14
  45. 53.
    Episode 28 – Navigating Elder Care02/21/2017
    23:42
  46. 54.
    Episode 27 – Top Investment Lessons Learned by 4001/31/2017
    32:44
  47. 55.
    Episode 26 – How to Achieve Your New Year's Resolutions01/17/2017
    28:15
  48. 56.
    Episode 25 – 10 Tips for Your Taxes 12/13/2016
    25:20
  49. 57.
    Episode 24 – What Should You Do With Your Year-End Bonus? 11/29/2016
    21:56
  50. 58.
    Episode 23 – Are You Procrastinating on Your Retirement Planning? 11/08/2016
    22:32
  51. 59.
    Episode 22 – Don't Fail In Retirement! 10/25/2016
    20:51
  52. 60.
    Episode 21 - 401k, for Employeers10/11/2016
    19:50
  53. 61.
    Episode 20 – Your 401k, Revisited09/27/2016
    23:20
  54. 62.
    Episode 19 – Do You Know Your Financial Fitness?09/13/2016
    24:32
  55. 63.
    Episode 18 – How to Send a Kid to College Part 2: Just Before Sendoff08/30/2016
    27:27
  56. 64.
    Episode 17 – How to Send a Kid to College Part 1: Early Years08/23/2016
    19:41
  57. 65.
    Episode 16 – FPA NexGen Recap: Why We Go to Conferences07/19/2016
    22:30
  58. 66.
    Episode 15 – What Do You Do When the Market Panics?07/12/2016
    20:50
  59. 67.
    Episode 14 – Making the Most of Your 401K06/28/2016
    24:38
  60. 68.
    Episode 13 – The Usual Suspects06/14/2016
    30:06
  61. 69.
    Episode 12 – It's the Little Things05/24/2016
    19:32
  62. 70.
    Episode 11 – What Happens to Prince's Estate?05/10/2016
    24:48
  63. 71.
    Episode 10 – Financial Gifts for Grads04/26/2016
    18:12
  64. 72.
    Episode 09 – Don't Be an Average Investor04/13/2016
    18:49
  65. 73.
    Episode 08 – Should You Work With a Young Advisor03/29/2016
    10:08
  66. 74.
    Episode 07 – Are You Missing Tax Opportunities? 03/15/2016
    26:40
  67. 75.
    Episode 06 – Do I Really Need a Financial Plan? 03/01/2016
    20:56
  68. 76.
    Episode 05 – How to Enjoy Life and Save Money02/17/2016
    30:16
  69. 77.
    Why Monitoring Goals Matters Most, Ep #402/03/2016
    18:31
  70. 78.
    The Top 10 Economic Stories of 2015, Ep #301/19/2016
    29:04
  71. 79.
    What's an Advisor Worth?, Ep #201/05/2016
    6:33
  72. 80.
    Am I Saving Enough?, Ep #112/14/2015
    5:01

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