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Financial Symmetry: Balancing Today with Retirement
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If youve been putting off your financial to-do list or are just not sure what youve been missing, subscribe to the show and learn more at www.financialsymmetry.com. Financial Symmetry is a Raleigh Financial Advisor, proudly serving clients in the Triangle of North Carolina for over 20 years. Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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5 Ways to Transform Tax Season into an Opportunity with Grayson Blazek, Ep #237
Episode 237
Wednesday, 9 April, 2025
Tax planning might not top everyone's list of leisure activities, but in the middle of tax season there’s a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embraced it as a moment to refine our financial strategy? *********** 📰 See the full show notes here 🌐 Sign up here to receive a detailed pre-retirement checklist to assure you are positioned to experience your ideal retirement.
