Financial Symmetry: Balancing Today with Retirement

Your Game Plan for Volatile Markets, Ep #164


Listen Later

Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high.  Headlines like these makes it tough to have confidence in your investment strategy.

Youtube video: https://youtu.be/dNb2jmLW_OU

This is why today, we are reviewing how to create a retirement plan that provides peace of mind through an investment roller coaster. If you are worried about the future of your money, our goal this week is to provide you a game plan for volatile markets.

Press play to listen in or check out the video with the slideshow on our YouTube channel.

Outline of This Episode
  • [2:42] The current economic situation
  • [6:25] What history can teach us
  • [13:20] Is this time different?
  • [14:50] What should you do?
  • [19:05] The media can cause you to think you can time the market
  • [22:30] Tax-loss harvesting can help you save on taxes
  • [24:22] Today’s progress principle
Resources & People Mentioned
  • Episode 105 - Retirement Regrets 
  • Financial Symmetry YouTube channel
Connect With Chad and Mike
  • https://www.financialsymmetry.com/podcast-archive/ 
  • Connect on Twitter @csmithraleigh @TeamFSINC
  • Follow Financial Symmetry on Facebook
Subscribe To This Podcast

Apple Podcasts  Stitcher  Google Play

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

47 ratings


More shows like Financial Symmetry: Balancing Today with Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

435 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

775 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

731 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,280 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

496 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

509 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

557 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

547 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

784 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

151 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

714 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

162 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

99 Listeners