Financial Symmetry: Balancing Today with Retirement

Business & Economics Podcasts

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...

Episodes

When Should You Make a Roth IRA Withdrawal?, Ep #259

Diversifying Without a Big Tax Bill with Mike Eklund, Ep #258

Managing Your Portfolio Amid Market Noise in 2026 with Colton Tickle and Mike Eklund, Ep #257

How Your Money Scripts Impact Your Path to Financial Freedom, Ep #256

How Caregiving Affects Women's Financial Health with Hayley Modlin, Niamh Douglas, and Darian Billingsley, Ep #255

Planning for an Unexpected Inheritance in Retirement, Ep #254

Is Do-It-Yourself Investing Enough? The Hidden Value of a Financial Advisor, Ep #253

Maximize Generosity and Minimize Tax Surprises, Ep #252

Stress Test Your Retirement Plan With Real Life What If Scenarios, Ep #251

Retirement Ravaging Risks That Could Slash Your Nest Egg, Ep #250

Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249

Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248

Smart Strategies for Funding Your Child’s College Education with a 529 Plan, Ep #247

Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246

Which Roth Account Is the Right Scoop for You? Ep #245

Making Sense of 2025’s Market Surprises, Ep #244

Breaking Down the Big Beautiful Bill with Grayson Blazek, Ep #243

The Hidden Cost of Cash with Will Holt, Ep #242

Lessons from Financial Symmetry’s Internship Program with Heather Gudac, Ep #241

Should You Take Social Security Early? Ep #240