Posts by Chad Smith

How Your Money Memories Can Impact Your Retirement Decisions, Ep #155

01/17/2022

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…

Starting Off on the Right Financial Foot: 5 Questions When Starting with a Financial Advisor, Ep #154

01/03/2022

Chad Smith and Mike Eklund

At the start of every year, people are more motivated to get off on the right financial foot. This might mean contacting a financial advisor for the first time. So…

Our Top 10 Economic Stories of 2021

12/20/2021

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…

Should You Worry About Inflation? Ep #152

12/06/2021

Mike Eklund and Chad Smith

Everyone is talking about inflation. You can’t open a newspaper, look at your phone, or go to a barbecue without hearing about it. With all this talk, it can be…

Year-End Tax Strategies to Consider Now, Ep #151

11/22/2021

Chad Smith and Grayson Blazek

The end of the year is an often overlooked time for tax saving strategies. People instead become pre-occupied with open enrollment and the holidays. So today we’re sharing which tools…

Is Now a Good Time to Invest? Ep #149

11/01/2021

Chad Smith and Grace Kvantas

Anxiety-inducing headlines, all-time stock market highs and an economy still recovering from a pandemic, have left many people hesitant to invest their cash savings. None of us can make…

Developing a Retirement Withdrawal Strategy, Ep #148

10/18/2021

Chad Smith and Allison Berger

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…

Financial Milestones that Create Opportunities, Ep #146

09/20/2021

Chad Smith and Mike Eklund

We all have those milestones in life that we enjoy reflecting on or looking forward to. Graduations, weddings, and births of children are a few that stick out. However, there…

Financial Planning Strategies for Grandparents, Ep #145

09/06/2021

Chad Smith and Allison Berger

With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with…

Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep 144

08/23/2021