5 Timeless Takeaways from 2022, Ep #180
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the insights we gleaned from some of the top minds…
Estate Planning Tales from the Crypt, Ep #176
After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to…
Don’t Experience This Retirement Horror Story, Ep #175
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story. Which reminded us of…
When Retirement Is Derailed by a Terminal Illness, Ep #173
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
Roth Conversion by the Decades, Ep #171
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode, we’ll take a look at an often misunderstood tax planning opportunity. The Roth conversion is a tool that…
Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys, Ep #170
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at data from a recent study about the 4 types of…
Surprising Stats about the 4 Stages of Retirement, Ep #169
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement. We’ve had…
Is ESG Investing Right For Me?
Increasingly, we as investors want to incorporate sustainable companies and business practices into our lives. Fortunately, there are many areas of our lives where we can intentionally spend and direct our dollars to facilitate the change we want to see…
How to Create a Framework for Navigating Major Financial Decisions, Ep #168
How do you deal with a major financial or life decision? When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. Allison Berger joins…
10 Tax Surprises to Watch Out For, Ep #163
You might have noticed some unexpected surprises when you filed your tax return this year. Since tax planning and preparation is an important part of how we help clients at Financial Symmetry, we wanted to share 10 tax surprises that…
