Ranked #1
Episode 33 – 5 Things to Know Before Investing in Real Estate
Episode 33 – 5 Things to Know Before Investing in Real Estate
As with any financial decision, investing in real estate requires a lot of thought and planning. We've pulled together f... Read more
21 May 2017
•
28mins
Ranked #2
5 Important Financial Strategies to Consider After the Death of a Spouse, Ep 56
5 Important Financial Strategies to Consider After the Death of a Spouse, Ep 56
Allison Berger and Grace Kvantas are stepping in for Mike on this episode. They join us to talk about how to navigate th... Read more
9 Apr 2018
•
23mins
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Ranked #3
Episode 14 – Making the Most of Your 401K
Episode 14 – Making the Most of Your 401K
In this episode Chad and Mike discuss managing your 401k, and how to avoid common mistakes when saving in your retiremen... Read more
28 Jun 2016
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24mins
Ranked #4
Ep 42 - How to Navigate Open Enrollment
Ep 42 - How to Navigate Open Enrollment
For many, the open enrollment period is just another email you quickly delete thinking nothing has really changed since ... Read more
26 Sep 2017
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32mins
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Episode 13 – The Usual Suspects
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In this episode Chad and Mike discuss the top 5 questions they hear from their prospects, with special guest Allison Ber... Read more
14 Jun 2016
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30mins
Ranked #6
What Tops Your Financial Bucket List?, Ep #65
What Tops Your Financial Bucket List?, Ep #65
All of us have a subconscious financial bucket list of things we want to accomplish. After having meetings with thousand... Read more
13 Aug 2018
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28mins
Ranked #7
5 Easy Ways to Improve Your Financial Decisions, Ep #60
5 Easy Ways to Improve Your Financial Decisions, Ep #60
Did you know that your natural human behavior could be affecting your finances in a negative way? Behaviors may seem lik... Read more
4 Jun 2018
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30mins
Ranked #8
Ep 39 - 7 Insider Tips for Picking Your Best College
Ep 39 - 7 Insider Tips for Picking Your Best College
It doesn’t get much more stressful than preparing your child for college. From the testing and forms to the outrageous t... Read more
13 Aug 2017
•
45mins
Ranked #9
Solving the Social Security Tax Bubble Mystery, Ep #101
Solving the Social Security Tax Bubble Mystery, Ep #101
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirem... Read more
30 Dec 2019
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23mins
Ranked #10
3 Frequently Asked Financial Questions, Ep #66
3 Frequently Asked Financial Questions, Ep #66
On this episode of Financial Symmetry, Chad and Mike revisit a few previous episodes to cover some important financial q... Read more
27 Aug 2018
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24mins
Ranked #11
Your Biggest Risk in Retirement? Could be Sequence of Returns Risk, Ep #89
Your Biggest Risk in Retirement? Could be Sequence of Returns Risk, Ep #89
Most people know little or nothing about sequence of returns risk. The subject doesn’t make for the most interesting top... Read more
15 Jul 2019
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25mins
Ranked #12
The Ins and Outs of Opportunity Zones
The Ins and Outs of Opportunity Zones
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrou... Read more
3 Jun 2019
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25mins
Ranked #13
Creating a Better Framework for Making Financial Decisions, Ep #92
Creating a Better Framework for Making Financial Decisions, Ep #92
How do you make financial decisions? Are you intentional with your money? Short Youtube recap here: https://youtu.be/9g3... Read more
26 Aug 2019
•
25mins
Ranked #14
How to Enjoy Life and Save Money, Ep #5
How to Enjoy Life and Save Money, Ep #5
What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was in... Read more
17 Feb 2016
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30mins
Ranked #15
Are You Winging Your Financial Future? Ep #84
Are You Winging Your Financial Future? Ep #84
What does your financial future look like? Do you feel it is secure and well planned out or are you just winging it? Win... Read more
6 May 2019
•
19mins
Ranked #16
How the SECURE Act Impacts Your Retirement, Ep #102
How the SECURE Act Impacts Your Retirement, Ep #102
The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the S... Read more
13 Jan 2020
•
24mins
Ranked #17
Top Wealth Builders for the Retirement Homestretch, Ep #94
Top Wealth Builders for the Retirement Homestretch, Ep #94
Many of you are inching closer to retirement and the decisions you make now will have a big impact on your retirement li... Read more
23 Sep 2019
•
26mins
Ranked #18
Why Bother Diversifying with International Stocks? Ep #67
Why Bother Diversifying with International Stocks? Ep #67
It's easy to stick with investments that are leaving all other assets in the dust. In fact, logic tells us because they'... Read more
10 Sep 2018
•
30mins
Ranked #19
How Do Millionaires Spend Their Time?, Ep #80
How Do Millionaires Spend Their Time?, Ep #80
It wasn't that long ago that the most popular television show in America was named "Who wants to be a Millionaire?" Befo... Read more
11 Mar 2019
•
29mins
Ranked #20
Coronavirus Concerns and Your Portfolio, Ep #106
Coronavirus Concerns and Your Portfolio, Ep #106
Cornoavirus concerns continue to impact the financial markets, as have all the numberless crises that have gone before i... Read more
6 Mar 2020
•
16mins
