Enhance Today | Enrich Tomorrow
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…
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…
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…
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…
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important…
Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers. On today’s show, we tackle the emotionally challenging subject of…
Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high. Headlines like these makes it tough to have confidence in your investment strategy. This is why, today, we…
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…
Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis. If you have any questions about transitioning into retirement, send…
Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings and be on track to reach your financial retirement goals….
