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.
AWESOME!
02/17/2021
A Must listen to show! Really knowledgeable hosts!
Like The Show
11/18/2023
Like the show
Actionable!
08/25/2020
I’ve been listening to Chad and Mike for a while now and they have only gotten better with time. The shows are intentionally brief, but contain actionable items. Their latest episode 118 provides a deeper insight into their investing philosophy. I like that some episodes are designed for beginners and then they mix in other episodes that are more technical and you may have to listen to twice. Well worth your time!
Multi’s man
02/09/2021
Regarding episode #179, wealth building by the decades: Many good points and summary but it seems to have missed a little on the 40’s, 50’s, and 60’s. For many, maybe most folks, those years are very fruitful and can make or break a good retirement. At the point of their 50’s lots of people are good at their jobs and have lots of experience and are generally paid for it. Consequently, they are making much more than they were in the early years and usually have a chance to really stuff money into savings. You don’t get as much compounding but big deposits into retirement accounts go a long way! Thanks for what you do!
About
Information
- CreatorChad Smith, CFP® and Mike Eklund, CFP®
- Years Active2015 - 2024
- Episodes226
- RatingClean
- Show Website