Planning A More Enjoyable Vacation, Ep #61
Next to the weather, vacation questions are in the small talk hall of fame. Each year, as summer approaches, more time is spent thinking, talking and planning for the perfect…
Posts by Mike Eklund
5 Easy Ways to Improve Your Financial Decisions, Ep #60
How often do you notice how your behavior influences your finances? Behaviors may seem like small decisions but they build up over time. Our default thinking makes a big difference…
Tax Solutions for Charitable Giving, Ep #59
Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With…
Ensure Financial Success With Our Top 5 Money Tips for Millennials, Ep #58
Heather Gudac and Haley Modlin join us on this episode of the Financial Symmetry podcast to discuss how to become a financially successful millennial. We’ve had targeted advice toward other…
What Happens When You Have No Estate Plan?, Ep #57
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn…
Are You Making These Ten Tax Return Mistakes? Ep #55
On this episode, we’re getting you ready for tax time. We’ve been helping clients review their taxes for many years and have devised patterns of the most missed items to…
It’s March Madness! Our Top 8 Big Financial Decisions, Ep #54
On this episode, we’re jumping into the March Madness spirit by seeding some of your biggest financial life decisions. We have weeded through all the challenging financial decisions that you…
Do I Really Need a Financial Advisor?, Ep #53
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the…
2018 Market Outlook
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where…
What Investment Decision Process Should You Implement? Ep #52
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.