Financial Planning or Wealth Management? All the Small Things, Ep #187
Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult…
Posts by Chad Smith
Be Sure to Check Your Financial Vital Signs in 2023, ep #181
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each…
5 Timeless Takeaways from 2022, Ep #180
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear…
What’s Financial Symmetry Reading? 2022 Year-End Book Gift Ideas
Are you still finishing up your Christmas shopping? If so, we’ve compiled a list of books our advisors read throughout the year that would make great gifts this holiday season.…
10 Investing Principles: The Fundamentals That Guide Your Investing Decisions, Ep #177
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light…
Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Ep #174
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If…
Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll…
Roth Conversion by the Decades, Ep #171
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode, we’ll take a look at an often misunderstood…
Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys, Ep #170
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at…
Surprising Stats about the 4 Stages of Retirement, Ep #169
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings…
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