Financial Symmetry: Balancing Today with Retirement

Preparing Your Game Plan for an Ideal Retirement, Ep #191


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What can hockey teach us about pursuing your ideal retirement? 

As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that are also vital in fulfilling financial planning outcomes. 

And despite the early exit of the Canes in the Eastern Conference Finals, this hockey-themed episode can still assist you in the pursuit of your ideal retirement.

As Wayne Gretzky reminded us, don’t skate to where the puck is, skate to where the puck is going. Too many investors skate where the puck is currently. This Blackrock graph, mentioned in the show, is a good demonstration of results from people that tend to follow the herd to the hot trends now vs. investing where others are selling.

Now on with this week’s episode.

  • [2:18] Develop a game plan 
  • [6:50] Taking advantage of power plays
  • [11:23] Winning the face-off

*****

🎥 See a video recap & slides referenced here

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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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