June 5, 2017

Episode 34 – Finances and Your Family

Chad Smith


You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play.

We are so excited to welcome back Cameron Hendricks to the Financial Symmetry Podcast! He is back to discuss the journey of writing a book about financial decisions and how they affect your family dynamics. We chart his growth in thinking about financial planning and helping people achieve their financial goals.

Cameron shares a number of stories of financial planning decisions that impact our family’s well-being. He also calls on his experiences serving hundreds of clients and the problems that he solves for them over and over again.

These topics, such as retirement, cognitive biases, and budgeting, are timeless and will serve any family-oriented individual who is looking to make great decisions for their family. It’s a guide for tax planning, college saving, and achieving retirement.

Facts and Links Mentioned In the Show

What You’ll Learn in This Episode

  • Why Cameron felt he needed to write his book.
  • The challenges of adjusting to the retired lifestyle.
  • What financial goals you need to be planning for.
  • How weaving personal stories and cultural references into financial writing makes the topic more consumable.
  • Excellent book recommendations for continuing your financial education.
Share
Posted

June 5, 2017

Category

Chad Smith is a Certified Financial Planner™. He is an active member of NAPFA, the Financial Planning Association, and FPA’s NexGen. He has been quoted and appeared on WSJ.com, Bloomberg.com, Businessweek.com, Msn.com, Financial Planning Magazine, Triangle Business Journal, and Investment News.

Market Outlook

Heavy Weights: The Real Story Behind Current Market Concentration

Market Outlook, Podcast

Fighting FOMO in Your Portfolio, Ep #233

Take Charge of your Finances

2025 Contribution Limits

Learn how to balance your retirement

Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later.

Subscribe
Get weekly updates with our latest blog posts.

Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account