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Financial Symmetry: Balancing Today with Retirement

By: Chad Smith CFP® and Mike Eklund CFP®
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  • Summary

  • 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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Episodes
  • How to Prepare for the Retirement Danger Zone, Ep #214

    How to Prepare for the Retirement Danger Zone, Ep #214
    Apr 23 2024

    If you are retiring soon, you've most likely wondered if your asset allocation is too risky.

    Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success.

    After years of great returns in tech and large cap US stocks, many retirees could have bigger risks present in their allocations than they realize.

    In today's episode, you'll learn why sequence of return risk has been called the retirement danger zone and how to prepare for it within the context of your retirement plan rather than by planning by generalized rules of thumb.

    Resources & People Mentioned
    • Show Notes
    • DOWNLOAD our guide to "Retire on Purpose"
    • Retirement Podcast Network
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    23 mins
  • Be Ready For These 10 Tax Surprises, Ep #213

    Be Ready For These 10 Tax Surprises, Ep #213
    Apr 8 2024

    So many of us will be hoping for no tax surprises when preparing our tax returns this year.

    This is why we want to provide you with a list of common tax surprises to watch for.

    After working with hundreds of clients to prepare their tax returns, we’re sharing the latest tax surprises we see that could be helpful to know when completing your tax return this year.

    Outline of This Episode
    • [0:42] The Slott Report
    • [2:39] Inheritance surprises
    • [6:51] Credit card rewards
    • [8:10] Interest income increases
    • [10:54] Income earned in different states
    • [12:32] 1099Ks
    • [14:14] Underwithholding from your W4
    • [15:56] Forgotten statements
    • [17:32] Double taxation on the Backdoor Roth
    • [19:49] Underpayment penalty
    • [21:14] The K1 for small business owners

    ****

    📬 Get our Retire On Purpose Guide here.

    📰 See the full show notes here

    🌐 Explore the Retirement Podcast Network here
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    28 mins
  • How to Handle a Forced Early Retirement, Ep #212

    How to Handle a Forced Early Retirement, Ep #212
    Mar 26 2024

    Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement.

    We all know that layoffs are part of the corporate landscape. While they are commonplace, when you are faced with one later in your career it can cause you to reevaluate your financial situation.

    In this episode, we discuss your options if you are laid off and how they fit in with your financial plan, your tax plan, and your 401K.

    ****

    📬 Get our Retire On Purpose Guide here.

    📰 See the full show notes here

    🌐 Explore the Retirement Podcast Network here
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    13 mins
Management Economics Personal Finance
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