Financial Symmetry: Balancing Today with Retirement
Chad Smith, CFP® and Mike Eklund, CFP®
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Recent Episodes
When Should You Make a Roth IRA Withdrawal?, Ep #259
When it comes to retirement savings, Roth IRAs are among the most powerful tools for achieving tax diversification and financial flexibility. Knowing how and when to tap into your Roth IRA can make a…
Diversifying Without a Big Tax Bill with Mike Eklund, Ep #258
Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can…
Managing Your Portfolio Amid Market Noise in 2026 with Colton Tickle and Mike Eklund, Ep #257
The first quarter of 2026 brought a whirlwind of market events—geopolitical shocks, surging energy prices, and a notable shift away from mega-cap US growth stocks. Despite the turbulence, the markets…
How Your Money Scripts Impact Your Path to Financial Freedom, Ep #256
Financial independence isn't just about hitting a certain net worth or reaching a magic retirement number, it's a personal journey shaped by your habits, values, and the emotional baggage that money…
How Caregiving Affects Women's Financial Health with Hayley Modlin, Niamh Douglas, and Darian Billingsley, Ep #255
As women are living longer than men—on average, 5 to 7 years more—the later decades of life promise opportunities to cherish freedom and fulfillment. Yet, as this International Women's Day episode of…
Planning for an Unexpected Inheritance in Retirement, Ep #254
Receiving an unexpected inheritance while already in retirement can spark a mixture of emotions—gratitude, uncertainty, and even a bit of overwhelm. In this episode, we dig into the practical and…
Is Do-It-Yourself Investing Enough? The Hidden Value of a Financial Advisor, Ep #253
Many people begin their financial lives confidently handling everything on their own. They set up retirement accounts, save diligently, and make decisions that feel reasonable at the time. But as…
Maximize Generosity and Minimize Tax Surprises, Ep #252
The holiday season inspires generosity, but smart gifting can go far beyond festive moments and gifts under the tree. On the show this week, we're digging into the world of gifting strategies, just…
Stress Test Your Retirement Plan With Real Life What If Scenarios, Ep #251
We talk with hundreds of individuals and families every year, and many of the questions they ask come back to one core concern. Can my retirement plan really survive the messy, unpredictable…
Retirement Ravaging Risks That Could Slash Your Nest Egg, Ep #250
When people think of what could haunt their retirement, they often imagine running out of money, facing unexpected expenses, or living too long. But as we discuss in this episode, there's a more…
Seven Essential Stages of Tax Planning with Grayson Blazek, Ep #249
Tax planning often slips to the bottom of our financial to-do lists—until a surprise bill or missed opportunity crops up. But behind the scenes, the right process for an ongoing tax strategy can put…
Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248
Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions. We follow the…
Smart Strategies for Funding Your Child's College Education with a 529 Plan, Ep #247
Planning for your child's college education can feel overwhelming, especially when faced with skyrocketing tuition costs and countless savings options. This week on the show, we're discussing the…
Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246
Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities,…
Which Roth Account Is the Right Scoop for You? Ep #245
Are you taking advantage of all your Roth opportunities? We break down the differences between the Roth IRA, Roth 401(k), or the Mego Backdoor Roth 401(k). by comparing your choices with another…
Making Sense of 2025's Market Surprises, Ep #244
The second quarter of 2025 was anything but dull in the financial world. But despite the turbulence, both US and international stocks finished the first half of the year up over 10%. Over the last 12…
Breaking Down the Big Beautiful Bill with Grayson Blazek, Ep #243
Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we're sharing our accessible, in-depth breakdown of the new…
The Opportunity Cost of Holding Too Much Cash, Ep #242
When is enough, enough? Many investors have recently found solace in growing their cash reserves, whether in their checking accounts, savings accounts, or certificates of deposit (CDs). With…
Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241
At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience. Over time, our program grew from simply filling resource gaps to a…
When Should You Claim Social Security? 3 Decisions to Consider, Ep #240
Claiming Social Security as soon as you become eligible at age 62 is a common choice for Americans. While understandable, this decision can have significant, and often underappreciated, long-term…
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Financial Symmetry: Balancing Today with Retirement has published 259 episodes since December 2015, covering topics in Business, Investing.
Financial Symmetry: Balancing Today with Retirement is currently highly active with new episodes every 2 weeks. Average episode length is 25m.
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