Financial Symmetry: Balancing Today with Reti...

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How Your Money Scripts Impact Your Path to Financial Freedom, Ep #256

Financial independence isn't just about hitting a certain net worth or reaching a magic retirement number, it's a personal journey shaped by your habits, values, and the emotional baggage that money can carry. In this episode of the Financial Symmetry Show, we dig into Morgan Hou ... Show more

. 21min 29sec

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 the Financial Symmetry Show reveals, these extra years often come with both uniq ... Show more

. 24min 9sec

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 emotional aspects of managing an inheritance, answer common questions, and guide lis ... Show more

. 20min 36sec

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 evolves, that confidence can quietly erode. In this episode, we speak directly ... Show more

. 20min 54sec

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 time for the end of 2025. Whether you're navigating last-minute holiday shoppin ... Show more

. 31min 20sec