Enhance Today | Enrich Tomorrow
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll discuss: what these retirement rules of thumb are where they…
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 one of the 4 stages of retirement 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…
How do you deal with major life or financial decisions? 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 me…
During a market downturn, 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…
Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show,…
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 during volatile markets make it tough to have confidence in your investment strategy. This is…
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…
