Podcasts

Do you have questions about tax savings, investment decisions, or retirement strategies? In this podcast, the Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later. Our goal is to help you understand complex financial topics to improve your every day lives. If you’ve been putting off your financial to-do list or are just not sure what you’ve been missing, give the show a listen!

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Alternative Assets in Your 401k
Podcast
August 26, 2025

How to Decide About Adding Private Equity or Cryptocurrency to Your 401k? Ep #246

Which Roth Account Is Right for You?
Podcast
August 12, 2025

Which Roth Account Is the Right Scoop for You? Ep #245

2025's Market Surprises
PodcastMarket Outlook
July 28, 2025

Making Sense of 2025’s Market Surprises, Ep #244

Breaking Down the Big Beautiful Bill
Podcast
July 15, 2025

Breaking Down the Big Beautiful Bill, Ep #243

The Hidden Cost of Cash
Podcast
June 24, 2025

The Opportunity Cost of Holding Too Much Cash, Ep #242

Creating a Pipeline of Growth and Purpose to Develop a Better Client Experience
Podcast
June 11, 2025

Creating a Pipeline of Growth and Purpose to Develop a Better Client Experience, Ep #241

Should You Claim Social Security at 62?
Podcast
May 22, 2025

When Should You Claim Social Security? 3 Decisions to Consider, Ep #240

Navigating Market Volatility
PodcastMarket Outlook
May 6, 2025

Navigating Market Volatility with Mike Eklund, Ep #239

Your Market Volatility Survival Playbook
Podcast
April 22, 2025

Your Market Volatility Survival Playbook, Ep #238

5 Ways to Transform Tax Season Into an Opportunity
Podcast
April 9, 2025

5 Ways to Transform Tax Season Into an Opportunity, Ep #237

Longer Life Expectancies Are Shaping Financial Strategies
Podcast
March 25, 2025

Longer Life Expectancies Are Shaping Retirement Strategies, Ep #236

10 Myths That Exist Around Women's Wealth
Podcast
March 12, 2025

10 Myths That Exist Around Women’s Wealth, Ep #235

Navigating Your Options as an Eligible Designated Beneficiary
Podcast
February 27, 2025

Navigating Your Options as an Eligible Designated Beneficiary, Ep #234

Market OutlookPodcast
February 4, 2025

Fighting FOMO in Your Portfolio, Ep #233

Dealing with the retirement complacency trap
Podcast
January 21, 2025

The Retirement Complacency Trap, Ep #232

10 Fundamentals That Guide Your Investing Decisions
Podcast
January 6, 2025

10 Fundamentals That Guide Your Investing Decisions, Ep #232

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