10 Tax Surprises to Watch Out For, Ep #163
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…
Posts by Allison Berger
Ways to Retire More Confidently, Ep #161
Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings…
Retirement Trends You Should Know About, Ep #160
Financial planning is a powerful tool that can help you not only anticipate risks and opportunities but also help you envision your future to ensure that you can retire the…
Retirement Considerations for Women: Breaking the Bias to Achieve Income Security, Ep #159
In honor of International Women’s Day on March 8, we’re discussing retirement considerations for women that can help them #BreakTheBias surrounding women and money. Listen in to discover how you…
Don’t Fall Victim to This In Retirement, Ep #158
From data breaches to text messages, emails, and phone calls, scammers are always looking for new ways to scam you out of your savings. Financial fraud can devastate retirement plans,…
How Your Money Memories Can Impact Your Retirement Decisions, Ep #155
The biggest financial threat to your wealth is not the market; it is your brain. Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has…
Our Top 10 Economic Stories of 2021
Allison Berger and Chad Smith and Bill Ramsay and Cameron Hendricks and Darian Billingsley and Haley Modlin and Grace Kvantas and Grayson Blazek and Will Holt and Mike Eklund
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social…
5 Investing Superpowers You Can Harness Today, Ep #150
Welcome to this bonus episode of the Financial Symmetry podcast with Allison Berger and Grace Kvantas. We bring you this episode as a special preview to the upcoming Women: A Force…
Developing a Retirement Withdrawal Strategy, Ep #148
Developing a retirement withdrawal strategy requires a different mindset versus the years you spent accumulating your retirement savings. This is why you need to have a retirement plan in place…
How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. In this episode, we consider the planning…
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We break down some of the most important questions we are asked on a regular basis.