Shows
Financial Symmetry: Balancing Today with RetirementThe Challenges with Divorce in Retirement with Lesli DoaresOne of the biggest financial disasters that people can experience in retirement is divorce. On this episode of Financial Symmetry, Grace Kvantas chats with licensed marriage and family therapist, Lesli Doares. Lesli shares warning signs to look out for, misconceptions about keeping finances separate, and why couples should seek marriage counseling in retirement. Your marriage affects every aspect of your life. Listen in to learn how you can improve it. **** 📬 Sign up for the Advisor Corner Newsletter here and receive our Pre-Retirement Checklist. 🎯 Article - Many Happy Returns by David Booth 📰...
2024-01-2930 minFinancial Symmetry: Balancing Today with RetirementWays to Improve Financial Outcomes for WomenAs International Women's Day approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. In this episode, Allison Berger, Grace Kvantas, Haley Modlin and Darian Billingsley, break down the four Cs of women's personal finance. Resources & People Mentioned LadiesGetPaid.com Big Hero 6 Care.com Care Yaya ElderCare.ACL.gov SarahCare Episode 173 - When Retirement Is Derailed by Longterm Illness BOOK - Being Mortal by Atul Gawande Credit Karma Savvy Ladies ***** 📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Fina...
2023-03-0621 minFinancial Symmetry: Balancing Today with Retirement5 Investing Superpowers You Can Harness TodayWelcome to this bonus episode of Financial Symmetry with Allison Berger and Grace Kvantas. Grace and I bring you this episode as a special preview to the upcoming Women: A Force in Business Conference in Raleigh, North Carolina. This episode and our presentation are targeted toward women professionals looking to build their retirement nest egg. Our goal is to help women achieve success and financial wealth. So if you are a woman or if you love a woman, listen in to hear how women can achieve more success and improve their financial well-being by harnessing their financial...
2021-11-0917 minFinancial Symmetry: Balancing Today with RetirementWhy Aren't There More Women in Financial Planning?Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated over the past decade. Why is there a feminine famine in financial planning? Today we've invited Allison Berger and Grace Kvantas back on the show to discuss the 6 main challenges that prevent women from becoming financial advisors. As we shed light on these topics, we share ways we are fighting against these stigmas. We also celebrate Grace as the latest partner of Financial Symmetry. Listen to this episode to hear why there a...
2019-04-2229 minFinancial Symmetry: Balancing Today with Retirement5 Important Financial Strategies to Consider After the Death of a SpouseAllison Berger and Grace Kvantas are stepping in for Mike on this episode. They join us to talk about how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It's hard to think financially after such a terrible emotional blow, but proper financial planning can help ensure that you will have less to worry about in the years to come. Listen to this episode to hear our top 5 financial planning opportunities to think about after the death of a spouse. How to prepare your taxes after the death of a spouse ...
2018-04-0923 minFinancial Symmetry: Balancing Today with RetirementFinancial Savvy for Women: The Top 10 TipsStudies show that most women don't think of themselves as having financial savvy. Honestly, it's a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about the improving state of women's finances, the causes behind these improvements, and what any woman can do to grow to be savvier when it comes to financial planning. But the Financial Symmetry team isn't going to stop there. Allison Berger and Grace Kvantas present their Top 10 Financial Tips For Women and explain why each one is important. ...
2018-01-2950 min