Financial Symmetry: Balancing Today with Retirement

5 Timeless Takeaways from 2022, Ep #180


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As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. If you’d like to check out what we’ve been reading or listening to on a more regular basis, sign up for our monthly newsletter to get the information delivered straight to your inbox.

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🎥 WATCH video recaps of the show here

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Resources & People Mentioned
  • BOOK - Social Security Strategies by William Reichenstein
  • BOOK - Income Strategies by William Reichenstein
  • Episode 101 - Solving the Social Security Tax Bubble Mystery
  • Morning Star Podcast - William Reichenstein: Avoiding Tax Headaches in Retirement
  • Article - So What’s Your Plan for the Bear Market?
  • Morning Star Podcast - Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life
  • Article - The Long-Term is Not Where Life is Lived
  • Article - Save Like a Pessimist, Invest Like an Optimist
  • Article - How to Think About Investing During a Recession
  • Article - Expectations and Reality
...more
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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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