Financial Symmetry: Balancing Today with Retirement
Chad Smith, CFP® and Mike Eklund, CFP®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 savi... more
| Publishes | Monthly | Episodes | 256 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingManagement | |||
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Latest Episodes
Financial independence isn't just about hitting a certain net worth or reaching a magic retirement number, it's a personal journey shaped by your habits, values, and the emotional baggage that money can carry. In this episode of the Financial Symmetr... more
As women are living longer than men—on average, 5 to 7 years more—the later decades of life promise opportunities to cherish freedom and fulfillment. Yet, as this International Women's Day episode of the Financial Symmetry Show reveals, these extra y... more
Receiving an unexpected inheritance while already in retirement can spark a mixture of emotions—gratitude, uncertainty, and even a bit of overwhelm.
In this episode, we dig into the practical and emotional aspects of managing an inheritance, answer... more
Many people begin their financial lives confidently handling everything on their own. They set up retirement accounts, save diligently, and make decisions that feel reasonable at the time. But as life evolves, that confidence can quietly erode. In th... more
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Reviews
- Self promoting
Latest episode was all about why you should hire an advisor, particularly their firm.
DIY during accumulation is really pretty easy if you have any interest in the topic, and use reputable educational resources.
Conversely, decumulation is more complicated, while cognitive issues may rear their ugly head.
Overall, the episode lacked nuance and was overly self serving.
Apple Podcasts2AppTrail1
United States2 months ago - Like The Show
Like the show
Apple Podcasts4Jim ClagueUnited States2 years ago - AWESOME!
A Must listen to show! Really knowledgeable hosts!
Apple Podcasts5Ima listenerUnited States5 years ago - Multi’s man
Regarding episode #179, wealth building by the decades: Many good points and summary but it seems to have missed a little on the 40’s, 50’s, and 60’s. For many, maybe most folks, those years are very fruitful and can make or break a good retirement. At the point of their 50’s lots of people are good at their jobs and have lots of experience and are generally paid for it. Consequently, they are making much more than they were in the early years and usually have a chance to really stuff money ... more
Apple Podcasts4multi's manUnited States5 years ago - Actionable!
I’ve been listening to Chad and Mike for a while now and they have only gotten better with time. The shows are intentionally brief, but contain actionable items.
Their latest episode 118 provides a deeper insight into their investing philosophy. I like that some episodes are designed for beginners and then they mix in other episodes that are more technical and you may have to listen to twice.
Well worth your time!
Apple Podcasts5Annie DJUnited States6 years ago
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| Listeners per Episode | Gender Skew | Location | |||
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1. The Long Term Investor
2. Retirement Starts Today
3. Stay Wealthy Retirement Podcast
4. Retirement Answer Man
5. Sound Retirement Radio
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this podcast launched 10 years ago and published 256 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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