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Financial Symmetry: Balancing Today with Retirement
Chad Smith, CFP® and Mike Eklund, CFP®
249 episodes
2 days ago
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.
Show more...
Investing
Business,
Management
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All content for Financial Symmetry: Balancing Today with Retirement is the property of Chad Smith, CFP® and Mike Eklund, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
Management
Episodes (20/249)
Financial Symmetry: Balancing Today with Retirement
Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249
1 week ago
21 minutes 50 seconds

Financial Symmetry: Balancing Today with Retirement
Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248
1 month ago
21 minutes 10 seconds

Financial Symmetry: Balancing Today with Retirement
Smart Strategies for Funding Your Child's College Education with a 529 Plan, Ep #247
1 month ago
9 minutes 35 seconds

Financial Symmetry: Balancing Today with Retirement
Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246
2 months ago
20 minutes 41 seconds

Financial Symmetry: Balancing Today with Retirement
Which Roth Account Is the Right Scoop for You? Ep #245
2 months ago
20 minutes

Financial Symmetry: Balancing Today with Retirement
Making Sense of 2025's Market Surprises, Ep #244
3 months ago
16 minutes 38 seconds

Financial Symmetry: Balancing Today with Retirement
Breaking Down the Big Beautiful Bill with Grayson Blazek, Ep #243
3 months ago
21 minutes 55 seconds

Financial Symmetry: Balancing Today with Retirement
The Opportunity Cost of Holding Too Much Cash, Ep #242
4 months ago
22 minutes 16 seconds

Financial Symmetry: Balancing Today with Retirement
Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241
4 months ago
20 minutes 30 seconds

Financial Symmetry: Balancing Today with Retirement
When Should You Claim Social Security? 3 Decisions to Consider, Ep #240
5 months ago
20 minutes 2 seconds

Financial Symmetry: Balancing Today with Retirement
Navigating Market Volatility with Mike Eklund, Ep #239
6 months ago
26 minutes 45 seconds

Financial Symmetry: Balancing Today with Retirement
Your Market Volatility Survival Playbook, Ep #238
6 months ago
25 minutes 4 seconds

Financial Symmetry: Balancing Today with Retirement
5 Ways to Transform Tax Season into an Opportunity with Grayson Blazek, Ep #237
6 months ago
25 minutes 11 seconds

Financial Symmetry: Balancing Today with Retirement
How Longevity Could Impact Your Retirement, Ep #236
7 months ago
24 minutes 11 seconds

Financial Symmetry: Balancing Today with Retirement
10 Myths That Exist Around Women's Wealth, Ep #235
7 months ago
25 minutes 18 seconds

Financial Symmetry: Balancing Today with Retirement
Navigating Your Options as an Eligible Designated Beneficiary, Ep #234
8 months ago
19 minutes 59 seconds

Financial Symmetry: Balancing Today with Retirement
Fighting FOMO in Your Portfolio, Ep #233
9 months ago
23 minutes 40 seconds

Financial Symmetry: Balancing Today with Retirement
The Retirement Complacency Trap, Ep #232
9 months ago
23 minutes 7 seconds

Financial Symmetry: Balancing Today with Retirement
How to Avoid Common Mistakes When Gifting Money to Family, Ep #231
10 months ago
22 minutes 3 seconds

Financial Symmetry: Balancing Today with Retirement
Retirement Roadblocks You May Encounter, Ep #230
10 months ago
24 minutes 3 seconds

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, 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.