Shows
Financial Symmetry: Balancing Today with RetirementCould You Be Spending More in Retirement?What if you had a magic app that told you how much of your net worth you never got to spend at the end of your retirement? The trouble with planning for retirement is all the uncertainty, however, proper planning can help. In this episode, Cameron Hendricks joins me to discuss how you can learn to spend more in retirement. Outline of This Episode [0:50] We need to talk about your retirement spending [1:55] What if you had an app that told you how much of your net worth you never got to spend? [10:25] Why it's i...
2024-07-0127 minFinancial Symmetry: Balancing Today with RetirementHow a Financial Advisor Invests Their Money - Cameron HendricksIt's always fun to peek behind the curtain and see the strategies and process people use for their decision making. Video recap: https://youtu.be/DDp2dBUhrSg During this conversation, we review some of my core beliefs around: importance of tradeoffs - how every financial decision affects others being intentional in being a good steward Defining the balance between enjoying today while saving for tomorrow Structuring your money management around the give, grow, owe and live philosophy 4 Primary Uses of Money You can use it to live, give, owe or grow...
2021-03-0833 minFinancial Symmetry: Balancing Today with RetirementCreating a Better Framework for Making Financial DecisionsHow do you make financial decisions? Are you intentional with your money? Short Youtube recap here: https://youtu.be/9g3s36KPm9E Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. After these short-term decisions, examining your longer-term goals will have more meaning. So in this episode, we asked Cameron Hendricks to join us to help you understand how to create an intentional framework to make the right financial decisions for you and your family. There are only 5 ways to...
2019-08-2625 minFinancial Symmetry: Balancing Today with RetirementGuide to Preserving Yours or a Loved Ones LegacyNobody likes to talk about the 2 certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for our heirs. On this episode, Cameron Hendricks and Grayson Blazek join in to discuss specifics on how to handle accounts and property, filing taxes and how to better prepare for passing on your estate to your loved ones. Find out how to handle all of this now to save your loved ones added stress during a difficult time. Ensure that your loved ones are prepared to understand your financial life
2019-06-1732 minFinancial Symmetry: Balancing Today with RetirementFind Out Why a Simple Will is Better Than No Will at AllDo you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you'll learn why it is so avoided and why you really shouldn't avoid it. Cameron Hendricks joins us on the show today to help us navigate this touchy subject. Estate planning is easy to forget to do and so many people end up putting it off so that it is actually the most avoided subject when it comes to financial planning. If you don't have a proper estate plan you need...
2018-04-2326 min
Financial Symmetry: Balancing Today with RetirementHandling Finances and Your Family with Cameron HendricksWe are so excited to welcome back Cameron Hendricks to the Financial Symmetry Podcast! He is back to discuss the journey of writing a book about financial decisions and how they affect your family dynamics. We chart his growth in thinking about financial planning and helping people achieve their financial goals. You can find show notes and more information by clicking here: http://bit.ly/2rfNp0z
2017-06-0419 minFinancial Symmetry: Balancing Today with RetirementFPA NexGen Recap: Why We Go to ConferencesThis week, Chad brings on special guest Cameron Hendricks, CFP® to discuss his recent experience at the FPA NexGen conference, and why it is important for your financial advisors to attend conferences in general.
2016-07-1922 min