Financial Symmetry: Balancing Today with Retirement Podcast
1) 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 ...Show More
2) 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 emot...Show More
3) 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 life...Show More
4) 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 in...Show More
5) 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 situation...Show More
6) 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 insid...Show More
7) 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 y...Show More
8) 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 re...Show More
9) 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 ques...Show More
10) 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, an...Show More
Should You Add Private Equity, Real Estate, or Bitcoin to Your 401k? Ep #246
20:41 | Aug 26th, 2025