Enhance Today | Enrich Tomorrow
Heather Gudac and Haley Modlin join us on this episode of the Financial Symmetry podcast to discuss how to become a financially successful millennial. We’ve had targeted advice toward other age groups in the past, and now we’re excited to…
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn why it is so avoided and why you really shouldn’t…
On this episode, we’re getting you ready for tax time. We’ve been helping clients review their taxes for many years and have devised patterns of the most missed items to save money on your return. We’ve compiled these ideas in…
On this episode, we’re jumping into the March Madness spirit by seeding some of your biggest financial life decisions. We have weeded through all the challenging financial decisions that you will come across in life and ranked the top 8….
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the three options you have, which are: do nothing do it…
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where it has been” (Wayne Gretzky). What this means is don’t…
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of different available resources. This episode is aimed at helping you…
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often but struggle to complete due to the multiple steps involved. Most…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on the first major tax overhaul in over 30 years, which…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We read, write and talk a lot about better ways to build wealth, and after reading Dr. Daniel Crosby’s latest book,…
