You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the HSA. It’s also one of the largest missed opportunities for…
When it comes to excuses for not monitoring your spending, we’ve heard them all. “I’m not living paycheck to paycheck.” “It takes too much time and effort.” “I don’t want to know.” “I can budget and save later in life.”…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Near tax time each year, do you find yourself wondering what other tax strategies you may be missing? Many people have…
There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she learned to ask these questions through a prior bad experience,…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. What if you knew the secret to building wealth? For many, asking that question alone is part of the problem. That’s…
As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart and have a new package waiting at home after a…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Did you realize that we are hardwired to make irrational financial choices? The incentives to spend now vs. save are difficult…
2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by clicking here and here). This year, Chad Smith, CFP®, Bill…
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Interest remains high of how to protect yourself after the Equifax Credit scandal. The good news is there are steps you can…
