Blog

Ensure Financial Success With Our Top 5 Money Tips for Millennials, Ep #58

05/07/2018

Chad Smith and Mike Eklund and Haley Modlin and Heather Gudac

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…

Planning to Rollover Your 401k?

04/30/2018

Will Holt

Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in…

What Happens When You Have No Estate Plan?, Ep #57

04/23/2018

Chad Smith and Mike Eklund and Cameron Hendricks

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…

Leave Your Emotions at the Door When Investing

04/16/2018

Chad Smith

Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to…

5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56

04/09/2018

Chad Smith and Grace Kvantas and Allison Berger

Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death…

Checking in on Your 2017 Retirement Contributions

04/02/2018

Angela Keeley-White

Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time!…

Are You Making These Ten Tax Return Mistakes? Ep #55

03/26/2018

Mike Eklund and Chad Smith

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

03/12/2018

Chad Smith and Mike Eklund

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…

Monitoring Your Financial Plan

03/05/2018

Grace Kvantas

The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the…

Do I Really Need a Financial Advisor?, Ep #53

02/26/2018