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 | Twice monthly | Episodes | 261 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
Planning for retirement can feel overwhelming, especially as you approach the transition from earning a paycheck to relying on your savings. The early phase of retirement brings unique challenges, and it's no surprise that there are plenty of misconc... more
Six Essential Tips for Any IRS Letter
Before diving into the specifics of the five most common letters, we share six universal tips to ground your response:
• Don't Panic – IRS notices are routine, and millions are sent each year. Receiving on... more
When it comes to retirement savings, Roth IRAs are among the most powerful tools for achieving tax diversification and financial flexibility. Knowing how and when to tap into your Roth IRA can make a tremendous difference in optimizing your tax situa... more
Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can be life-changing, the risks of a lack of diversifica... more
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- 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 States6 months ago - Like The Show
Like the show
Apple Podcasts4Jim ClagueUnited States3 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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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show features fiduciary, fee-only financial planners who translate complex financial concepts into practical retirement strategies. The hosts frequently discuss tax planning, investment structuring, and holistic financial planning, with a clear emphasis on fiduciary guidance, planning efficiency, and avoiding simple mistakes. Guests are often subject-matter experts in tax, caregiving economics, retirement accounts, and charitable giving, enriching conversations with actionable takeaways. The format combines approachable explanations with real-world scenarios, case studies, and a steady focus on balancing today's financial needs with long-term goals. Noteworthy elements include a fiduciary lens, step-by-step tax planning processes, and ... more
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These podcasts share a similar audience with this podcast:
1. The Long Term Investor
2. Stay Wealthy Retirement Podcast
3. Retirement Starts Today
4. Retirement Answer Man
5. Big Picture Retirement®
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this podcast launched 11 years ago and published 261 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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Mike Eklund
2. Haley Modlin
3. Niamh Douglas
4. Grayson Blazic
5. Colton Tickle
6. Darian Billingsley
7. Will Holt
8. Heather Gudac
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