Financial Symmetry: Balancing Today with Retirement

The Evolution of your Emergency Fund, Ep #226


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Reaching your financial goals builds confidence and peace of mind, which are essential for making informed decisions that benefit your entire family.

In this episode, we’re following a fictional pop culture couple from newlywed to pre-retirement, to demonstrate how their thought process around an emergency fund could evolve with their changing circumstances.

Join us as we lay out a case study of planning that helps them balance their accessible wealth with a healthy emergency fund.

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

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