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…
Podcast
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 to Deal with Concentrated Stocks in Your Portfolio, Ep #157
Do you have concentrated stocks in your portfolio? You may have inherited stocks from a loved one or maybe you receive stock options as part of your pay structure or…
4 Tips to Help You Prepare for Tax Season, Ep #156
 Tis the season to prepare your taxes! Whether you do your own taxes or you are gathering information for your tax preparer, you’ll want to make sure that you…
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…
Should You Worry About Inflation? Ep #152
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
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…
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…
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.