Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210

02/26/2024

Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is…

Financial Advisors in Raleigh, NC

01/26/2024

TJ Nevis

Fee-Only Fiduciary Financial AdvisorsLet’s Achieve Your Financial GoalsGet Started NowOur Client StoriesFinancial Symmetry at a Glance(As of 6/30/2023)1+Million Dollars in Assets Managed1+Number of CFP®s1+Total Employees1+Years in BusinessFee-Only Financial AdvisorsWe are…

End-of-the-Year Financial Checklist

12/12/2023

Angela Keeley-White

The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some…

Are You an Above-Average Investor?

11/20/2023

Mike Eklund

Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving,…

The Benefits of a Wealth Management Relationship – Part 2, Ep #199

09/18/2023

Mike Eklund and Grace Kvantas and Cameron Hendricks and Chad Smith

Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…

Are You Making These IRA Beneficiary Mistakes? Ep #196

08/07/2023

Chad Smith and Allison Berger

When was the last time you thought about your IRA beneficiary form? If you’re a Modern Family fan, you should enjoy today’s episode. Today, we’re diving in the mistakes…

Don’t Experience This Retirement Horror Story, Ep #175

10/17/2022

Allison Berger

This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a…

When Retirement Is Derailed by a Terminal Illness, Ep #173

09/19/2022

Grace Kvantas and Allison Berger

We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that…

Surprising Stats about the 4 Stages of Retirement, Ep #169

08/02/2022

Chad Smith and Allison Berger

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…

Ways to Retire More Confidently, Ep #161

04/04/2022

Chad Smith and Allison Berger

Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings…

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Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210

Financial Advisors in Raleigh, NC

End-of-the-Year Financial Checklist

Are You an Above-Average Investor?

The Benefits of a Wealth Management Relationship – Part 2, Ep #199

Are You Making These IRA Beneficiary Mistakes? Ep #196

Don’t Experience This Retirement Horror Story, Ep #175

When Retirement Is Derailed by a Terminal Illness, Ep #173

Surprising Stats about the 4 Stages of Retirement, Ep #169

Do you know the right questions to ask when you sit down with a financial planner?