Financial Symmetry
Hosted by Chad Smith, CFP®
Description
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over, and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities to help you balance enjoying today so you are ready to retire later.
By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do list or are unsure what you’ve been missing, subscribe to the show and learn more at www.financialsymmetry.com.
Featured Episodes
Retirement Regrets: I Wish I Would Have…
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course?
Nearing Retirement? Prepare for These Retirement Surprises
No matter how prepared we are for retirement, there are common surprises that many of us will face. See how these 10 examples could impact your retirement.
Are You Making These IRA Beneficiary Mistakes?
Are your IRA beneficiary forms up to date? Looking at real-world examples can help you avoid similar beneficiary pitfalls in your own lives.
Chad Smith, CFP®
Chad is a Partner and Certified Financial Planner™ Professional with more than 20 years of experience in the financial services industry. Located in Raleigh, North Carolina, he specializes in helping employees and executives of technology companies in the triangle like SAS, Red Hat, Lenovo and Cisco make the best decisions with their corporate benefit programs. He also enjoys helping those close to retirement with the unique tax savings strategies available to them.
