87 episodes

Do you ever wonder what financial opportunities you are missing? Busy lives take over and years pass with financial planning on the back-burner. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Certified Financial Planner's 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 share examples from real-life personal finance 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.

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People Chad Smith, CFP® and Mike Eklund, CFP®

    • Business
    • 5.0, 21 Ratings

Do you ever wonder what financial opportunities you are missing? Busy lives take over and years pass with financial planning on the back-burner. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Certified Financial Planner's 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 share examples from real-life personal finance 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.

Customer Reviews

5.0 out of 5
21 Ratings

21 Ratings

jill odle ,

Love this podcast !!

Chad Smith is very informative . This podcast has significantly helped me with my business as well as my overall financial planning .

HoosierNCarolina ,

Can’t wait for the next episode!

Love every new episode. Meaningful info.

johnbohnsack ,

Great Podcast

Chad and Mike do a great job of explaining personal finance.

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