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Showing episodes and shows of
Mike Eklund
Shows
So Very Wrong About Games
#364: Pulling Levers
"Because of the long-standing mutual enmity between Meany and Brown, Meany was named among the suspects in The Case Of Encyclopedia Brown’s Mangled Corpse. Meany denied the allegations.'It’s true that Detective Brown and I didn’t see eye to eye, but I would never do something so downright dirty rotten as murder him,' Meany said. 'Besides, it’s a matter of public record that, at the time the crime was committed, I was at the North Pole watching the penguins.'"-"Idaville Detective 'Encyclopedia' Brown Fo...
2025-06-17
1h 10
ScuttlePuck NHL Hockey Podcast
Episode Pelle Eklund (501): Conference Finals Updates. USA wins Worlds. PWHL Final.
The conference finals have started and the Panthers look set to eliminate the Hurricanes quickly. The Oilers are up 2-1 in a series that has been a bit back and forth. The USA won the World's and the PWHL heads into its final week with the Frost up 2-1 on the Charge. Listen Here: Apple Podcasts Direct MP3 iHeart Radio Title Player - Pelle Eklund Feedback - thanks for congrats from Nora, David Hyuben, Mark Cannons, Adam Cairns Playoffs! Oilers 2 v Stars 1 DAL 6 EDM 3 - Stars 3 PP goals in 3rd EDM 3 D...
2025-05-27
1h 09
Financial Symmetry: Balancing Today with Retirement
Navigating Market Volatility with Mike Eklund, Ep #239
Chad and Mike break down the major moves in US and international markets from the past quarter, revealing why diversification works unexpectedly. They chat through the impact of recent tariff news, what those headlines might mean for the economy and your portfolio, and share evidence-based strategies for taking action (or not!) when markets get rocky. Outline of This Episode [0:00] Major moves in US and international markets from the past quarter [4:22] The benefits of diversified portfolios [9:15] Trade deficit and tariffs explained [9:54] Tariffs impact product prices, and consumer costs increase [13:03] Historic tariff surge of 22% shocks the stock market [16:27] To...
2025-05-06
26 min
The Business as Mission Podcast with Mike Baer
Branding for Impact
Author and marketing expert, Justin Eklund, discusses his recent book, Brand for Impact, and the key advice he gives his clients about branding in general and kingdom branding in particular. Justin’s company, Grove9, serves all kinds of companies but his passion for disciple making is blessing the BAM community in big ways. Enjoy his story and the conversation he and Mike had a few weeks ago. Learn more at www.grove9.com.If you’ve enjoyed the Business as Mission podcast, please follow us so you won’t miss any episodes and give us a r...
2025-04-28
38 min
So Very Wrong About Games
#341: Holiday Catch-Up
Walker's glorious return portends a bumper crop of games to discuss, so we will forego a feature game or topic this week in favour of a deluge.02:11 AYURIS: Stationfall (Matt Eklund, Ion Game Design, 2023)Games Played Last Week:07:08 -Tiny Mini Golf (Kamis Kamiński, Self-published, 2023)12:46 -Green Team Wins (Nathan Thornton, 25th Century Games, 2022) 15:33 -Flip 7 (Eric Olsen, The Op Games, 2024)18:08 -The LOOP (Maxime Rambourg and Théo Rivière, Pandasaurus Games, 2020)20:20 -Civolution (Stefan Feld, Deep Print Games, 2024)24:26 -Iron Fore...
2024-12-24
56 min
Revenue from Retention
Dr. Jonathan Mike x Win It Wednesday
Join me and Dr. Jonathan Mike as he enlightens us with his experiences transitioning from academia to the corporate realm. Delve into his expertise on power development and rotational power through his course. Uncover the significance of training in the transverse plane for amplifying power output. Dr. Mike also reflects on his past in strongman competitions and his aspirations for the future, including competing in the Master's Division. And don't miss out on the chance to be inspired by his top book recommendations! Follow Dr. Jonathan Mike Here: Instagram: @DrJMike Facebook: @J...
2024-04-11
55 min
Five Hole Fantasy Hockey Podcast
FHFH 474 || Weekend 25 Preview || Eklund Down Under
For some of you, this is for all the marbles. Others.... well hopefully this weekend preview from Jay and Allen will give you the edge to have a reason to listen next week Give Five Hole a follow and a like and please give us a 5-Star review on Apple Podcasts and Spotify You can submit questions to our mailbag anytime via our Discord Channel or Twitter. Craig - Twitter/X Jay - Twitter/X Allen - Twitter/X MattyK - Twitter/X Produced, edited and mixed by Allen Roberts || FHFH Twitter || FHFH Discord || FHFH Patreon || FHFH YouTube ||
2024-04-03
48 min
Marcus og Realitypanelet
Mandehadeklubben: Sille Nimholm & Nynne Larsen: "MÆND ER SVIN, IGEN!"
Mandehadeklubben er tilbage! Nynne er blevet single, og klubben er samlet i Marcus og Realitypanelet. De to kvinder, Sille og Nynne, lægger ikke skjul på deres holdninger til Mike Fonseca, Cillemouse og Dansk Folkeparti. Vi får både bekendtgørelser og kontroversielle holdninger på bordet. Udover det hader de to kvinder bare mænd. Din vært er Marcus Eklund, og du er med på en lytter.
2024-02-09
53 min
Marcus og Realitypanelet
Ugens panel: Sille Thorsen, Trine Vandrup & Julica: "DET OKAY AT VÆRE KÆRESTER MED EN 15-ÅRIG!"
Ex on the Beach-pigerne er samlet igen. Denne gang til en mere sober episode. Pigerne er ihvertfald blevet voksne i følge dem selv. Panelet vender Mike Fonseca og hans 15-årige kæreste. Morten Münster og hans anmeldelse til Forbrugerombudsmanden. Og til slut Snoop Dogg og hashrygning. Selvfølgelig fortæller Sille også, at hun er blevet anholdt. Din vært er Marcus Eklund, og du er med på en lytter.
2023-11-24
54 min
Shooter's Gallery
Shooter's Gallery | Ep. 02 - ft. Richard 'Dicky' Eklund, 'The Pride of Lowell'
Episode 2 of Shooter's Gallery welcomes The Pride of Lowell, Richard 'Dickie' Eklund, along with Beanshooter's friend and manager of his sober house, 'Bundy.' Follow the Beanshooter... Instagram - @beanshooter69 Tiktok - @beanshooter069 Youtube - @beanshooterbrand
2023-09-29
35 min
Financial Symmetry: Balancing Today with Retirement
4 Books to Add to Your Summer Reading List
Summer is here! That means it’s time to brush off the bookshelf and get reading. We have a few book ideas to enhance your reading list. If you are looking to improve your financial life or even just enjoy a light beach-read you won’t want to miss this list. Outline of This Episode [0:55] Never Split the Difference [5:20] The Gap and the Gain [9:55] Simple Wealth, Inevitable Wealth [12:52] Hello, Molly Resources & People Mentioned BOOK - Never Split the Difference by Chris Voss BOOK - The Gap and the Gain by Benjamin Hardy BOOK - Simple Wealth...
2023-06-26
18 min
So Very Wrong About Games
#261: Stationfall
In the show Ted Lasso (possibly the subject of a future Masterpiece Theatre?), French-Canadian goaltender Zoreaux asks to be called Van Damme. This is partly because people kept mispronouncing his name as "Zorro," and also because he admired the Muscles from Brussels. The point is that even people who thought it was stupid respected his wishes and called him what he wanted to be called, because that's what not being a jerk is. Similarly, ain't nothing necessarily wrong with being called Sally, but if you consistently call someone Sally when they don't want to be called that, you're being...
2023-05-02
1h 08
Financial Symmetry: Balancing Today with Retirement
Strategies for Managing Your Cash, Ep #186
If you have been watching the news lately you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse causes people to question whether the banking system is set up to ensure that funds are accessible. On this episode of Financial Symmetry, we’ll discuss what happened to Silicon Valley Bank, examine how much cash you really need, and explore options for managing your emergency fund. Listen in to learn how to safely manage your emergency fund. Outline of This Episode [1:34] What happened with Silicon Valley Bank [4:40] How much c...
2023-03-20
19 min
Hockey Prospect Radio
Hockey Prospect Radio - Season 18 - Episode 22 - with Shane Malloy & Brad Allen featuring Pat Malloy - Eklund - Jason Bukala - Mike McMahon - Patrick Williams - Dave Poulin
Season 18 - Episode 22 – March 11th – Pat Malloy, Seattle Kraken, Dave Poulin, Jason Bukala, Mark Kronewitt, Patrick WilliamsThis week on Hockey Prospect Radio in Hour 1 powered by InStat Hockey, with Shane Malloy and Brad Allen and off the top we discuss Player Development with Pat Malloy on Building an NHL Player” featuring Brandt Clarke, a New Jersey Devils prospect forward.In the second segment we will shift the discussion is our new segment called “The Scout’s Perspective” with Jason Bukala from Sportsnet discussing the topic of “Evaluating Power Forwards and Weighting Scarcity”.In the third seg...
2023-03-11
1h 40
Financial Symmetry: Balancing Today with Retirement
How to Create a Framework for Navigating Major Financial Decisions
How do you deal with a major financial transitions? Video recap: https://youtu.be/2tWrduVAS14 When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. Allison Berger joins me today to share some of what she has learned while studying for the CFT designation (Certified Financial Transitionist). The coursework for this professional title combines financial planning with cutting-edge research in neurology, sociology, and psychology. With her newfound knowledge, Allison will help us learn how to navigate the t...
2022-07-11
24 min
Financial Symmetry: Balancing Today with Retirement
During a Market Downturn Which One of These 4 Typical Investors Are You?
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important to learn from those that have gone before you. Video Recap: https://www.youtube.com/watch?v=VePid5UlQ1Y Your Playbook to Market Volatility: https://www.financialsymmetry.com/staying-the-course-even-during-volatile-markets/ Check out this episode to discover the 4 typical investors that we encounter during market declines. As you listen consider who you have bee...
2022-06-27
21 min
Financial Symmetry: Balancing Today with Retirement
Your Game Plan for Volatile Markets, Ep #164
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 l...
2022-05-16
27 min
Financial Symmetry: Balancing Today with Retirement
Strategies to Retire More Confidently
Many people that listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! Video recap: https://youtu.be/pUvfv1815fw You have done the hard work to accumulate plenty of assets and be on track to reach your financial retirement goals. However, after a lifetime of accumulation, you may discover that you have a hard time letting go of your assets. I recently came across an article in Barron’s magazine called Retirees Aren’t Spending Enough of Their Nest Eggs. Here's Why. On this episode of Fi...
2022-04-04
25 min
Financial Symmetry: Balancing Today with Retirement
4 Tips to Help You Prepare for Tax Season
Tis the season to prepare your taxes! Video recap: https://youtu.be/mWYWaKeP6-o Whether you do your own taxes or you are gathering information for your tax preparer, you’ll want to make sure that you don’t miss a thing. Listen to this episode to ensure that you think about everything you need to do to prepare this year’s tax documents. Don’t miss the obvious As you start your tax preparation journey by gathering documents and ensuring that you have everything in order, you may end up forgetting the obvious...
2022-01-31
18 min
Financial Symmetry: Balancing Today with Retirement
Starting the New Year Off on the Right Financial Foot: 5 Questions to Ask a Financial Advisor
At the start of every year, people are more motivated to get off on the right financial foot. This might mean contacting a financial advisor for the first time. Video recap: https://www.youtube.com/watch?v=hEB2z530-Zc So we put together a list of 5 questions we hear from those looking to hire a financial advisor. If you are considering working with a financial advisor this year, you may want to use these questions to help you understand how the financial advising process works so that you can feel comfortable choosing...
2022-01-03
17 min
Financial Symmetry: Balancing Today with Retirement
The Summer Sprint - Financial Tasks to Complete Before Fall
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to be had. Video recap: https://youtu.be/aCuc4zsi3SE But with that fun can come extra spending. Now that we are halfway through the year, this is a fantastic time to check in with your finances. This week, we let Chad and Mike have time off to enjoy their summer fun, so Grayson Blazek joins me to discuss 10 financial tasks for you to complete b...
2021-07-26
19 min
Ready Set R!SE with Michael Siervo
EPISODE 7: How to stay humble and happy while crushing it in LIFE | Tanya Eklund | One of the World's Top Realtors
EPISODE 7: How to stay humble and happy while crushing it in LIFE | Tanya Eklund | One of the World's Top Realtors I love being around genuinely humble and happy people. It's One such person who embodies the word WINNER is my next guest, Tanya Eklund. She starts off the show with an awesome quote "I am clothed with strength and dignity, and laugh without fear of the future." Born an raised in the farming community of Wetaskiwin Alberta, she traveled to Calgary in her 20’s to go to school at the University of A...
2021-07-04
1h 12
The VOW
Sandy O'Connor
Born and raised in Calgary, Sandy O’Connor considers herself fortunate to call the Calgary area home. Passionate about Calgary and all that it offers, she strives to build community, and give back through volunteering. A lifelong volunteer, today volunteering takes the form of serving on boards of not-for- profit organizations including the Calgary Stampede and the Calgary Immigrant Women’s Association. With a business background in governance and compliance, Sandy spent over 30 years working at TransAlta and is now consulting to power companies across Canada and the United States. Being able to take her career skills and...
2021-06-30
33 min
Five Hole Fantasy Hockey Podcast
FHFH 207 || Dynasty Series with Will Scouch
First up in our yearly dive into the years Draft Class is the brilliant Will Scouch of Scouching. Here Will sounds off about some of the top end talent coming out of the 2021 draft class including Owen Powers, Matt Beniers, William Eklund, and so many more with some deep cuts included. If you guys enjoyed this episode you'd be doing yourself a disservice not following Will's work at McKeen's Hockey, or on the Scouching YouTube page where Will does live streams, and in depth looks at prospects from around the world and to get even more check out the Scouching Pa...
2021-06-22
57 min
So Very Wrong About Games
#171: Trickerion
Get our your cucumber sandwiches and your doilies, you precious little petunias, because we're about to get all cultured on you. Some serious sophistication is going down, and we are not entirely certain our hosts are prepared--mentally, spiritually, let alone hygienically. Games Played Last Week:01:14 -Endless Winter: Paleoamericans (Stan Kordonskiy, Fantasia Games, 2021)03:54 -Altar Quest (Adam Sadler & Brady Sadler, Blacklist Games, 2020)04:12 -Street Masters: Aftershock (Adam Sadler & Brady Sadler, Blacklist Games, 2019)06:49 -Fantasy Realms (Bruce Glassco, WizKids, 2017)14:59 -Fuji Flush (Friedemann Friese, 2F-Spiele, 2016)15:47 -Go Nuts for Donuts (Zachary Eagle, Gamewright, 2017)17:07 -Fairy Tale (Satoshi Nakamura, Z-Man...
2021-06-01
1h 10
Financial Symmetry: Balancing Today with Retirement
Demystifying What the Biden Tax Plan Could Mean for You
You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this episode of Financial Symmetry, Grayson Blazek helps to demystify Biden’s tax proposal. You’ll learn how you may be affected and whether or not you should be worried. Don’t wait until April 15 to start your tax planning! Press play to learn what you can expect next year. Short Video Recap: https://youtu.be/wFzuPLnT9qc When does the new tax law take effect? Even thou...
2021-05-31
30 min
So Very Wrong About Games
#167: The Red Cathedral
Fun fact: The Red Cathedral isn't really a cathedral at all, it's a sobor, which isn't really the same thing. Also fun fact: Unsurprisingly, Mark is wrong to say that Fenrir will swallow the moon at the end of the world, as that is patently absurd. Fenrir swallows the sun, which makes perfect sense. Except, of course, for renditions where Fenrir's children Skoll and Hati swallow the moon and sun respectively. I guess we'll have to wait and see who got it right. We value editorial rigour here at SVWAG. Games Played Last Week:01:57 -Veangeance: Roll and...
2021-05-04
1h 02
Financial Symmetry: Balancing Today with Retirement
3 Not-So-Obvious Retirement Roadblocks
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? That can ruin the excitement you feel for the upcoming trip. This can happen in retirement as well. In retirement, you may confront roadblocks on your journey and if you don’t know how to maneuver around them it can leave you feeling stuck. On this episode of Financial Symmetry, Allison Berger joins me to discuss 3 not so obvious retirement roadblocks that you may encounter along your retirement journey. We want to be you...
2021-05-03
24 min
Financial Symmetry: Balancing Today with Retirement
Our 3 Step Investing Process
What are you investing for? Many say higher or better returns--but higher or better than what? What do those higher returns make possible for you? Video recap: https://www.youtube.com/watch?v=tKC2ulw3cz8 To have a successful investment experience you need to have a plan in place. Mike Eklund joins me once again on this episode of Financial Symmetry to discuss our 3 step investing process. This process creates the guideposts for all Financial Symmetry clients. Listen in to learn why failing to plan means you are planning to fail. Why do yo...
2021-04-19
25 min
Financial Symmetry: Balancing Today with Retirement
5 Tax Planning Opportunities in the American Rescue Plan
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know how it could affect your taxes and healthcare. This latest economic stimulus package could mean big things for your tax planning. Video recap here: https://youtu.be/Vq8Y2CFYS6E Since the American Rescue Plan has a heavy tax focus, I invited tax planning extraordinaire, Grayson Blazek, to brief us all on the risks and opportunities that we should be looking out for with t...
2021-03-22
34 min
Financial Symmetry: Balancing Today with Retirement
How a Financial Advisor Invests Their Money - Cameron Hendricks
It’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 gr...
2021-03-08
33 min
Summer Pete Show
Episode 45. Luck of the Irish/WandaVision Ep. 8
Buckle up for ExStreaming Disney’s first review of a Disney Channel Original Movie! With guests Mike and Becky Kendall, we watched Luck of the Irish in time for Saint Patrick’s Day. Also stay for the end of the episode where we review the latest episode of WandaVision
2021-03-03
1h 29
So Very Wrong About Games
#154: Gatekeeping
"My defense, Your Honour, was that I was specifically mandated by the rulebook issued by M. Xavier Georges and Quined Games to violate the lockdown restrictions issued by the Province of Ontario. I would put to you that it is unjust for the government to force me to choose between public heath measures backed by civil sanction on the one hand, and being a dirty dirty cheater on the other. Why are you all looking at me like that?"01:37 AYURIS: Gentes: Deluxified (Stefan Risthaus, Tasty Minstrel, 2018) Games Played Last Week:06:04 -Age of Industry (Martin Wallace...
2021-02-02
1h 07
So Very Wrong About Games
#152: Death of the Rule Book
If you've been following board games social media recently, you might have noticed that it's been a rough couple of weeks. Incidents like these, albeit difficult, allow us a chance to define our community and underscore our values. Silence can imply consent. We can either choose to silently defend powerful figures use their influence to harm vulnerable people without consequence, or we can choose to try and speak up to become a more welcoming and inclusive community. So Very Wrong About Games chooses to try to do the latter.00:57 Our statement on Phil Eklund and Daniele Tascini
2021-01-19
1h 05
Financial Symmetry: Balancing Today with Retirement
Top Investment Lessons Learned from 2020
From a historically quick bear market decline to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this crazy year. Short video recap: https://youtu.be/fUfGwGk-gEY In this episode, we are reflecting on the investment lessons we learned over the past year. What were the lessons you took away in 2020? Listen in to hear if there are any other lessons you can learn from the year. Optimists make better investments than pessimists Historically, the S&P 500 returns 8-10% per year...
2021-01-11
26 min
Financial Symmetry: Balancing Today with Retirement
How a Financial Advisor Invests Their Money - Mike Eklund
Motivated by the new book, How I Invest My Money, I (Mike Eklund) wanted to communicate how I manage my own money. In our recent podcast, we discuss my approach with investments, savings, spending, debt, insurance, and what the money is for (goals). We also review some of my core beliefs which include: Spend less then you earn Automate savings, investing, and anything else that you can Invest the majority of portfolio in growth assets (stocks) Spend money on experiences, relationships and to save time Insure against big risks (life/disability) Avoid high-cost debt Keep it simple. Complicated is th...
2020-12-14
36 min
So Very Wrong About Games
#147: Beyond the Sun
Mark has occasion to quote three different movies in this episode, and miraculously none of them are Pulp Fiction, The Lion in Winter, or even Aliens--despite the latter being related to a game discussed! Perhaps his echolalia is abating, or perhaps merely evolving. One should, after all, take every advantage to quote the well-spoken Ayatollah of Rock-and-Rolla.Games Played Last Week:01:19 -Pax Renaissance (Phil Eklund & Matt Eklund, Sierra Madre Games, 2016)04:14 -Praga Caput Regni (Vladimír Suchý, Delicious Games, 2020)13:20 -Agricola (Revised Edition) (Uwe Rosenberg, Lookout Games, 2016)17:56 -Marvel United (Andrea Chiarvesio & Eric M. Lang, CMON, 2020)21:30 -U...
2020-12-08
1h 11
Financial Symmetry: Balancing Today with Retirement
Are Value Stocks Dead?
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers in the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still worth it? Video recap: https://youtu.be/qthoQhw9IxA Today we explore the question: can value stocks still outperform in today’s environment? We’ll look at the data, provide you with the information, and then lay out action steps that you can take to act on what you learn. What are value and growth stoc...
2020-11-30
20 min
Financial Symmetry: Balancing Today with Retirement
Should You Take an Early Retirement Package?
Have you been offered an early retirement package? Video recap: https://youtu.be/jpIfdhYVx6Y Early retirement packages are on the rise. Companies are often looking for ways to cut costs and one way to do that is to give highly compensated employees an incentive to ease into retirement. Usually, these packages offer a one-time payment and sometimes they come with a period of additional healthcare coverage. If you are offered an early retirement package many questions will arise. Is this a good deal? Is the package negotiable? What will I do about h...
2020-11-16
20 min
Financial Symmetry: Balancing Today with Retirement
Leaving and Receiving an Inheritance by the Decades
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. Video recap: https://youtu.be/NB2S1FWWH2s While your legacy is important, it doesn’t generally take the front seat of your thoughts or your financial plan. There’s more to legacy planning than just having a will, but how much more depends on which stage of life you’re in. Find out what you should be doing to plan your legacy whether you’re in your 30s, 40s, 50s, or 60s by listening to this episode of Financia...
2020-10-19
29 min
Financial Symmetry: Balancing Today with Retirement
Preparing for a Professional Pivot
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Video recap: https://youtu.be/0RCME_Y8bdI Whether you are one of the millions of people that have been forced into a job change or whether you are considering a professional pivot on your own, there is a lot to think about when changing jobs. On this episode, Grayson Blazek and I will walk you through all the considerations when taking on a new job. If you are...
2020-09-07
30 min
Financial Symmetry: Balancing Today with Retirement
Do You Ask These Questions When Selecting Investments?
We know how important it is to save for retirement, but at the same time, it’s important to enjoy life now. In this episode, we’ll walk you through how to set up a framework for your investment strategy. Short Youtube Recap: https://youtu.be/LRcH7hwbUYY You’ll learn how important your behavior is to your investment success, how to think through your asset allocation choices and finally how to select the investments themselves. Investment behavior matters more than any investment you pick What is your investment approach? How you make decisio...
2020-08-24
22 min
Financial Symmetry: Balancing Today with Retirement
Your Future Self Will Thank You
There are fundamental principles that we all need reminders of from time to time. As kids and grandkids are heading off to college, we're talking through 6 core principles to getting off on the right financial footing. We also include a chart demonstrating the power of saving 15% of your income. Youtube video recap: https://youtu.be/LLlJjITn6B8 If you can follow these 6 steps, it's very likely your future self will thank you. 6 Tips to Begin on the Right Financial Foot Know where your money is going. Track your spending. Review your spending periodically so t...
2020-08-10
18 min
So Very Wrong About Games
#128: Communication Restrictions
Walker is a force of nature, a pent-up human-shaped mass of pure rage. The only outlet that can sate his furious destructive impulses is the ecstasy of the uninhibited flick--the catharsis of venting all of his power on a disc and then watching it careen around the board (then off the table, off someone's skull, off the floor, under the bookshelf, and then embedded in the drywall). He ten thunders with laughter, even as Huey informs him he missed his target and Dewey calls an ambulance. Is it a wonder, then, that Mark favours flicking games that encourage a modicum...
2020-07-28
54 min
Financial Symmetry: Balancing Today with Retirement
Buying a Second Home? Answer These Questions
2020 has brought us a new reality with our vacation mindsets. With many vacation plans put on hold or completely cancelled, the pandemic has become the impetus for second homes becoming more of a reality. Short Youtube video recap: https://youtu.be/dZvXxmFmDxM If you have been considering purchasing a second home, we lay out 5 questions to consider as you're analyzing your purchase decision. Questions to ask yourself before buying a second home Have you ever considered buying a lake house, beach house, or mountain house? Vacation home purchases have surged this year, quadrupling...
2020-07-27
22 min
Summer Pete Show
Episode 11. Saturday Morning Cartoons #2/What’s Coming in July
This week I welcome on the hosts of the Bottom Shelf Dreams podcast, Adam and Mike to talk about Disney cartoons from the late 90s. Also we breakdown all the additions being made to Disney+ for July
2020-06-23
1h 08
Financial Symmetry: Balancing Today with Retirement
Why is the Stock Market Doing So Well When the Economy is Not?
Why is the stock market doing so well when the economy is not? Short Youtube recap here: https://youtu.be/QubNZjHHN04 With headlines about skyrocketing unemployment and an impending recession, how has the stock market rebounded so quickly? Despite the historic drops in March, the S&P 500 is only hovering in a range 10-15% from its overall highs. While the stock market and the economy are influenced by each other, there are key differences that emerge during market extremes. The economy has taken a beating We have all heard the negative news surrounding...
2020-05-18
15 min
Financial Symmetry: Balancing Today with Retirement
Retirement Planning Changes in the CARES Act
Today we're taking a deep dive to explore the retirement changes within this landmark piece of legislation. On this episode, you’ll learn what CRD’s are, who are qualified individuals, and how to note CARES Act withdrawals on your tax return. Join us to hear about financial opportunities that you may not have considered. Short Youtube video recap: https://youtu.be/2QjSpi3op_U What is the purpose of the CARES Act? The CARES Act was recently passed to help Americans get through this difficult time that has been filled with...
2020-05-04
16 min
So Very Wrong About Games
#115: Nemesis
A rulebook generates expectations, and whether and how those expectations are met or frustrated is an interesting phenomenon. Sometimes you get exactly what you want and that's a good thing--and sometimes the rules promise a set of experiences that never manifest. Over time, you start to get a better feel for what a game might be like by virtue of its rulebook, but even experienced gamers can be thrown for a loop by an unexpected mismatch. To summarize, what I'm saying here is that Nemesis is bad.Games Played Last Week:-Cosmic Frog 1m15s (Jim Felli...
2020-04-28
1h 11
Financial Symmetry: Balancing Today with Retirement
3 Questions to Ask Yourself During Stock Market Drops
Today we explore some of the most common questions that people ask during a market decline. We discuss what a financial advisor does and doesn't do for their clients in bear markets, whether you should refinance, and the benefits of tax-loss harvesting. Listen in to hear what you could be doing to stay proactive during this market decline. Youtube recap here: https://youtu.be/QUCpQcf2vu8 What are the benefits of working with a Financial Advisor during a Stock Market Decline? Financial advisors can be a great resource during a stock market decline. The fear yo...
2020-04-20
16 min
So Very Wrong About Games
#111: MOBAs and Tainted Grail
A little throwback for you, our dear and loyal listeners, a small taste of the pre-summer schedule splendour and abundance where we spoil you with both a topic and a feature game. It happened organically, you see, what with all the social distancing -mandated two-player gaming we've been doing. That, and we want to try to give you a little more in light of the world giving you a little less. Of course, if you want to hear less of us, you always have that power.Games Played Last Week:-Menara: Rituals and Ruins 2m59s (Oliver...
2020-03-31
1h 20
Financial Symmetry: Balancing Today with Retirement
Coronavirus Concerns and Your Portfolio
Cornoavirus concerns continue to impact the financial markets, as have all the numberless crises that have gone before it. While the potential human and economic effects are very unsettling, what actions should a prudent investor take given this new development? Short Video Recap Here: https://youtu.be/Wsy6OTuY-yI It remains impossible to predict when and how this problem will be resolved. Likewise, it is impossible to know when and how the markets will anticipate (or react to) such a resolution. In this episode of the Financial Symmetry show, hosts Chad Sm...
2020-03-06
16 min
So Very Wrong About Games
#107: Playing for Second
Some of you might be unfamiliar with the traditions surrounding birthdays in Canada. They are savage affairs, drenched in blood and feats of suffering. I mean, there's the cake, sure, and that part is pretty benign--except for the baking of it, come to think of it, where the birthday girl or birthday boy is expected to remove the cake from an oven with their bare hands and devour the thing whole; then comes the declaration of threats, where the horribly burned, frosting-seared celebrant mounts a nearby table and screams doom to their enemies. Let's not get started on what kind...
2020-03-03
51 min
Financial Symmetry: Balancing Today with Retirement
How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums
How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to look again. There's a few steps you can take that can save you thousands of dollars in Medicare premiums. In this episode, we are breaking down the the tax cliff known as IRMAA and how proper planning can help you avoid overpaying for your Part B and Part D Medicare premiums. YouTube recap: https://youtu.be/BQ7K_DeJiHs What is IRMAA? This...
2020-02-10
21 min
Financial Symmetry: Balancing Today with Retirement
How Do You Invest at All-Time Market Highs?
How do you best invest at all-time market highs? In this episode, we are walking through the strategies and disciplines you'll need to be a successful long-term investor. Short Youtube recap here: https://youtu.be/fEXnQ8GaCuk Visit full article notes here: https://wp.me/p6NrVS-3i0 Short-term market forecasting is impossible to predict We often get the question of whether people should continue to invest given the all-time market highs. Well, let’s take a look back to just a year ago. At the end of 2018, the U.S. stock market dec...
2020-01-27
30 min
Financial Symmetry: Balancing Today with Retirement
How a Crazy Idea turned into 100 Episodes
What does it take to get to 100 podcast episodes? In his book, Shoe Dog, Phil Knight describes his emotions upon starting the company that became Nike, as a crazy idea. When describing how he felt, he realized that many of the world’s greatest achievements started as crazy ideas. Watch corresponding Youtube video here. What seemed like a crazy idea for us 4 years ago, has turned into more than we could have ever imagined. We recently shared about what motivated us to start the show in our review of FINCON. In thi...
2019-12-16
32 min
Financial Symmetry: Balancing Today with Retirement
How to Make Decisions About Your Equity Compensation Plans
Does your place of employment offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks? Mike Eklund is back after a hiatus and he is jumping in with both feet. He dives deep into the nitty-gritty of equity compensation plans. Since this can be a complicated subject you may want to consult a financial professional before making any big decisions about what to do with your company stock options. Watch corresponding Youtube video here. Why do companies offer equity compensation p...
2019-11-04
27 min
Valley Free Church
Celebrate Recovery Sunday
Hear from John Eklund, Celebrate Recovery Pastor from North Carolina and former Celebrate Recovery National Team Leader, who will explain the impact CR has on the lives of people who never thought they needed to overcome a hurt, habit or hang-up. Find out why those same people now say that they have found their “forever family” at CR.
2019-10-27
00 min
So Very Wrong About Games
#84: Black Angel
Adorable little pudgy robots soar through a blazing pink sky, stubby arms outstretched as they speed towards their destination--a yellow planet in the distance. "GIVE ME YOAR COOOBS" bellow the aliens upon arrival. "POINTZ 4 COOOOBS." A robot obliges, and a sonorous "cha-ching" resounds through its programming. But the robot is now a drifting derelict, its home ship long gone. It is now doomed to tumble through inky pinkness until its energy reserves burn to nothing. It begins to wonder, "Why have I done this? What is my purpose? What is this all for?" And the cosmos replies with a whisper, "...
2019-09-10
1h 00
Financial Symmetry: Balancing Today with Retirement
Save More Time & Money During Back to School Time This Year
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps, vacations, and then back to school shopping. With fall approaching and the kids back in school, we put together a list of ways you can save time and money to make this year better than the rest. Time-saving tips Look at how you spend your time at home and see what you can contract out. Can you hire someone to clean or cut the yard? The more you...
2019-09-09
21 min
So Very Wrong About Games
#78: Pax Renaissance
Failure can be a fortuitous thing, which is very good for Mark, as he is well accustomed to failure. While this week's review of Pax Renaissance is certainly not on the scale of, say, penicillin, it did give him the opportunity to play one of his top 20 games more. As to whether Walker profited or suffered from this development is a deep and abiding mystery solvable only by listening to this week's episode.Games Played Last Week: -Gaslands 2m29s (Glenn Ford & Mike Hutchinson, Osprey Publishing, 2017)-Space Hulk 3rd edition 4m56s (Richard Halliwell, Games Workshop, 2009)
2019-07-30
55 min
Financial Symmetry: Balancing Today with Retirement
A Few More to Add to Your Summer Reading List
How do you pick the books you read? Do you get book recommendations from friends or are you in a book group? Do you use an Amazon Wishlist or social media to help you discover what you want to read next? In today’s episode, we have some book recommendations for you to consider. We try to bring you a variety of genres ranging from finance to self-help, to fiction. Check out our favorite books of the year and let us know which ones you have read or plan to read. Digital Minimalism Digital Minimalism might be the...
2019-07-29
22 min
So Very Wrong About Games
#77: Tabletop Miniatures Gaming
We can pretend that our adult pastimes are more sophisticated and evolved from the trivialities of mere children, but really, let's admit it--it's all the same. We can't claim any degree of superiority when compared to the antics of ankle-biters. Let's be mature about it and lean into the juvenalia, shall we? My doll is better than your doll. My doll has the Plasmanator Meltotron. You can't hit my doll, it has an invisible everything shield! AYURIS: Keyflower 1m58s (Sebastian Bleasdale & Richard Breese, R&D Games, 2012)Games Played Last Week: -Pax Renaissance 4m25s...
2019-07-23
1h 02
So Very Wrong About Games
#76: Sol: Last Days of a Star
"May you get everything you want" is nothing short of a curse, I think, and so this week we curse you with your own desires. You wanted us to play Middara, so we did. You wanted more information about Sol: Last Days of a Star, so we oblige. As you weep, surrounded by the wreckage wrought by your own wishes, don't come to us for solace, for we are but the accomplices of your own self-destruction. Also, if that weren't terrifying enough, intergalactic scorpions! Games Played Last Week: -Men at Work 1m43s (Rita Modl, Pretzel Games, 2019)
2019-07-16
53 min
Financial Symmetry: Balancing Today with Retirement
Your Biggest Risk in Retirement? Could be Sequence of Returns Risk
Most people know little or nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Some refer to it as your biggest retirement risk. Reason being, sequence of returns risk can have a major impact on how long your hard-earned savings will last through retirement. This week's episode we dive in to examples of how you could be affected and steps you could use to fight against it. Dollar-weighted returns vs time-weighted returns Many people aren’t familiar with the difference between dollar-weighted returns and time-weighted returns. Doll...
2019-07-15
25 min
So Very Wrong About Games
#71: You Need to Take a Little Off the Top, Bud
Heroscape! This show has spent far, far too long talking about things that are not Heroscape. Today we attempt to remedy that deficiency by talking about Heroscape, which is a game--nay, an experience--nay, a lifestyle!--worth discussing. It was a wonderful retail oddity, an overproduced and affordable big box beauty. It is why basements were invented. It isn't the greatest game, but it is definitely Heroscape.AYURIS: Lords of Hellas 1m54s (Awam Kwapinski, Awaken Realms, 2018)Games Played Last Week: -Junk Art 6m31s (Jay Cormier & Sen-Foong Lim, Pretzel Games, 2016)-Claustrophobia 1643 9m02s (Croc...
2019-06-11
56 min
So Very Wrong About Games
#68: Gentes Deluxified
Credibility, like a butterfly, is a fragile and beautiful thing. Mark is fundamentally opposed to subtlety and ephemeral joy, so he naturally seeks to destroy either whenever he encounters it. When it comes to credibility he does this by routinely making gross over-generalizations. This time he has managed to make an instant replay-esque correction, at least. As for what he does to butterflies, let's just say he manages to make garden parties awkward.Games Played Last Week: -Bios: Megafauna 2nd Edition 3m08s (Andrew Doull, Phil Eklund, & Jon Manker, Sierra Madre, 2017)-Brook City 6m37s (Adam...
2019-05-21
56 min
So Very Wrong About Games
#64: Batman: Gotham City Chronicles and Changing Tastes
We spare you the onomatopoeias this week, as our audio editing software cannot process the brightly-coloured spiky expostulations properly. Walker gets to backpedal at full speed this week, having previously declared his being done with both 1 vs. all games and games with tons of minis. So he surely wouldn't have any enthusiasm for this 1 vs. all minis-heavy game, would he? Could he?!Na na na na na na na naNa na na na na na na naPLASTICAYURIS: GKR: Heavy Hitters 1m25s (Matt Hyra, Cryptozoic Entertainment, 2018)Games Played Last...
2019-04-16
1h 08
So Very Wrong About Games
#63: Catacombs 3rd ed. and Mastering a Game
Here's the thing, at least as Mark understands it: acquired tastes are weird. Some things are great the first time. Furthermore, some things are easy and great the first time. Take chocolate, for example. Most people start out champs at eating chocolate. Mark tried to get good at something once, but he found out that requires effort. Who has time for ten thousand hours when there's elite-level candy consumption to be had? Walker on the other hand laments Mark's narrow little horizons. AYURIS: Space Alert 2m59s (Vlaada Chvatil, CGE, 2008)Games Played Last Week: -Warpgate 4...
2019-04-09
1h 09
So Very Wrong About Games
#59: Concordia Venus and Spending Money on the Hobby
Currencies drive many things, perhaps most things. HATE is driven by a currency called Savagery, which I believe is floated on the international market and its exchange rate fluctuates daily. We here at So Very Wrong About Games fuel our episodes with Snark, which is pegged conveniently to the Canadian Dollar. As a consequence, when some of you might be tempted to correct Mark on the name of the 1987 Richard Halliwell design ("um, actually, it's Block Mania, not Block Panic"), you are only making them stronger.AYURIS: Warhammer Underworlds: Shadespire (David Sanders, Games Workshop, 2017) 1m54s...
2019-03-12
1h 19
Financial Symmetry: Balancing Today with Retirement
How to Avoid the Financial Mid-Life Crisis
If you're a mid-career professional, life is full of demands. You've worked incredibly hard to get here. You're sandwiched between young kids and aging parents. Your job is challenging and life is busy. Be it a technology company, medical practice or your own small business, stress comes with the territory during this season of life. This is fertile ground for growing a financial mid-life crisis. With all that's going on, it’s hard to know if you are making the right financial choices, because you don't have time to stop and focus on the financial considerations of the moment. Un...
2018-10-08
28 min
Financial Symmetry: Balancing Today with Retirement
3 Frequently Asked Financial Questions
On this episode of Financial Symmetry, Chad and Mike revisit a few previous episodes to cover some important financial questions that frequently come up. Taken from episode 6 is the question: Do I need a financial plan? With this question comes further questions. You’ll want to listen in to hear what the answers are. Episode 11 asks the question: What little things can you do to improve your financial life? There are so many little things you can do to improve your finances, listen to this episode to hear what they are. The last question is taken from episode 13. How wi...
2018-08-27
24 min
Financial Symmetry: Balancing Today with Retirement
What Tops Your Financial Bucket List?
All of us have a subconscious financial bucket list of things we want to accomplish. After having meetings with thousands of clients collectively over the years, we have a pretty good sample size of the biggest checklist items people would include on their financial to-do list. Now it’s Chad’s turn to share reflections on his 40th birthday. While Mike looked back highlighting lessons he’d learned, Chad looks forward describing the biggest bucket list items people hope to accomplish within their personal finances. Everyone has different things that they worry about or financial goals they are trying to achi...
2018-08-13
28 min
Financial Symmetry: Balancing Today with Retirement
5 Easy Ways to Improve Your Financial Decisions
Did you know that your natural human behavior could be affecting your finances in a negative way? Behaviors may seem like small decisions but they build up over time. Human behavior makes a big difference in whether you are able to reach your financial goals. On this episode, Mike and I explore how human behavior impacts your financial choices. We have discovered 5 secrets to improve the way you go about making financial decisions. Are you looking for new ways to improve your finances? If so, then listen to this episode to hear 5 ways to improve your financial decisions....
2018-06-04
30 min
Financial Symmetry: Balancing Today with Retirement
Tax Solutions for Charitable Giving
Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With the recent tax law change, it’s important to understand how your charitable contributions will affect your next tax return. We want to make sure that you continue to get the biggest tax benefit possible when giving to your favorite charities. So in this episode, we discuss a strategy to help you find the best tax solutions for your charitable gifting going forward. How charitable giving has been re...
2018-05-21
19 min
Financial Symmetry: Balancing Today with Retirement
Ensure Financial Success With Our Top 5 Money Tips for Millennials
Heather Gudac and Haley Modlin join Mike and me on this episode of the Financial Symmetry podcast to discuss how to become a financially successful millennial. We have had targeted advice toward other age groups in the past, and now we’re excited to find ways to help out the younger generation. Heather and Haley have worked hard to put together a fantastic list of five money tips for millennials to help them become financially savvy. Be sure to listen to this episode to hear excellent ideas to get you or your favorite millennial on the road to financial su...
2018-05-07
25 min
Financial Symmetry: Balancing Today with Retirement
Find Out Why a Simple Will is Better Than No Will at All
Do 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 ne...
2018-04-23
26 min
Financial Symmetry: Balancing Today with Retirement
5 Important Financial Strategies to Consider After the Death of a Spouse
Allison 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 ...
2018-04-09
23 min
Financial Symmetry: Balancing Today with Retirement
What Investment Decision Process Should You Implement?
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of different available resources. This episode of the podcast is aimed at helping you understand what goes into a good investment decision process and how the team at Financial Symmetry approaches investments for its clients. Chad and Mike discuss market indicators and how they impact a good investing strategy, how consumer sentiment figures in, and why it's important to make use of the technical data available. You're going to get an...
2018-02-12
46 min
So Very Wrong About Games
#11: Gaia Project and Reskins & Second Editions
Mark and Walker switch roles this week in a stunning reversal. Walker avoids telling Mark to "get good," but it's a close thing only narrowly avoided. In Walker's defense, Mark really should git gud--as has been noted by many a scholar and physician. They discuss the redevelopment of Terra Mystica called Gaia Project, and then they generalize to how publishers sometimes mess up new editions of their games. Mark's sanity is questioned throughout; probably a sound policy.Games Played Last Week:-Stone Age 1m17s (Bernd Brunnhofer, Hans im Gluck, 2008)-Corporate America 3m44s (Teale Fristoe...
2018-02-06
1h 07
Financial Symmetry: Balancing Today with Retirement
Why Do You Need an HSA?
One of the most asked questions we receive centers around the HSA. It's also one of the largest missed opportunities for tax savings we see people are missing, if they are eligible. Health Savings Accounts, known also as HSA, are gaining more and more popularity. But there is still a lot of confusion on how this account is different. Join us this week, as we break down the ins and outs of all you need to know about how an HSA can benefit you and your family. We address why so many are still not using these...
2017-12-04
29 min
Financial Symmetry: Balancing Today with Retirement
How Likely Are You to Build Wealth?
What if you knew the secret to building wealth? For many, asking that question alone is part of the problem. That's because it's less of a secret, and more of a discipline of small habits and behaviors we are programmed to ignore. Whether it's how easy we get distracted or our propensity to keep up with the Joneses, understanding our thought patterns around these topics is informative and can lead to trans-formative long-term behavior change. Join us for this episode, as we discuss the specific researched backed factors it takes for each of us to build wealth. The mindsets, h...
2017-11-06
29 min
Financial Symmetry: Balancing Today with Retirement
Steps to Take After The Equifax Breach
Interest remains high of how to protect yourself after the Equifax Credit scandal. The good news is there are steps to take to mitigate your risks to guard your credit reputation. The bad news is that similar breaches have happened before and will happen again. Listen this week as Chad and Mike discuss ways thieves will try and take advantage and the details on steps you can take to decrease your risk of having your credit compromised.
2017-10-09
23 min
Financial Symmetry: Balancing Today with Retirement
Teaching Your Kids About Money
Everyone has a unique road to financial literacy. One common trait we all share is that we hope to pass our wisdom on to the next generation, and that they will learn valuable lessons while they are young. In today’s episode, Chad and Mike share their best tips and tricks for educating your children about money. You can find show notes and more information by clicking here: http://bit.ly/2oTSL1K
2017-05-04
26 min
Financial Symmetry: Balancing Today with Retirement
Top Investment Lessons Learned by 40
Mike's turning 40! As he hits this milestone, they guys explore the lessons he learned over more than 17 years in the financial services industry. Mike and Chad will reflect on the top 10 lessons learned from these experiences in this week's episode of the Financial Symmetry Podcast. Top 10 Investment Lessons Learned Following the crowd is not a recipe for investment success. It’s OK to be different. Sometimes saying no is the best decision. Making yourself more marketable and attractive to employers through personal development will only help you in the long term through increased earnings and job sec...
2017-01-31
32 min
Financial Symmetry: Balancing Today with Retirement
How to Achieve Your New Year's Resolutions
Did you meet your New Year's Resolutions last year? Have you set goals for the New Year? In this episode, Chad and Mike discuss the five small steps you can take to make your resolutions attainable.
2017-01-17
28 min
Financial Symmetry: Balancing Today with Retirement
What Should You Do With Your Year-End Bonus?
Many people don't have a great idea of what do do with their bonus at the end of the year. Should you spend it? Invest it all immediately? Invest it over the coming year? In this week's podcast, Chad and Mike explore your options and help you decide how to end your year. Music this week: Celebration (Single Version) – Kool & The Gang from the Album Celebrate! (1980) Don't Stop Believin' – Journey from the Album Greatest Hits (1988) Used under Fair Use.
2016-11-29
21 min
Financial Symmetry: Balancing Today with Retirement
Are You Procrastinating on Your Retirement Planning?, Ep #23
Two-thirds of people admit to procrastinating when it comes to their retirement planning. In fact, the average person spends more time planning a vacation then than do planning for retirement. Non-urgent financial tasks love to find cracks in our to-do list, falling to the bottom fast. Mark Twain humorized this concept well with his quote, “Why do today what you can put off till tomorrow?” Jason Zweig captured these problems in his book Your Money and Your Brain. He wrote “Unpleasant tasks often lead to pleasant results down the road. We often procrastinate the worst on thing...
2016-11-08
22 min
Financial Symmetry: Balancing Today with Retirement
Don't Fail In Retirement!, Ep #22
Can you really fail in retirement? For most people, retirement is that time on the horizon when you get to do what you want, when you want. But surprisingly, it's not all that uncommon for people to retire only to go back to work or face other unexpected negative events that occur which people are not prepared for. You spend a boatload of time planning the financial side of retirement (at least we hope you did). But how much time do you spend planning how you'll spend your time. In this episode, we...
2016-10-25
20 min
Financial Symmetry: Balancing Today with Retirement
401k, for Employeers
New regulations for 401k regulations are putting even more responsibility on the employer. Understanding these new laws can be a complex, and time-consuming task. Join Chad and Mike as they walk through the basics of what employers need to know to ensure they are ready for the changes.
2016-10-11
19 min
Financial Symmetry: Balancing Today with Retirement
Making Decisions in Your 401k, Revisited
In this episode, Chad and Mike take another look at the 401k, and how important it is to your retirement plan.
2016-09-27
23 min
Financial Symmetry: Balancing Today with Retirement
Do You Know Your Financial Fitness?
Much is made about keeping our physical fitness in good shape. But what about your financial fitness? In this episode, Chad and Mike discuss why its important to regularly take a survey of your financial fitness, and how you can improve it once you do.
2016-09-13
24 min
Financial Symmetry: Balancing Today with Retirement
How to Send a Kid to College Part 2: Just Before Sendoff
This week, we're back up with the conclusion of our college planning episode! Mike takes a look at financial strategies for the final few years before your child goes to school, and what you can do to maximize your funding during this time.
2016-08-30
27 min
Financial Symmetry: Balancing Today with Retirement
How to Send a Kid to College Part 1: Early Years
This week, we're covering one of Mike's favorite topics: college planning. Learn what to do during the early years of your child's life to ensure you have the resources you need to support their education.
2016-08-23
19 min
Financial Symmetry: Balancing Today with Retirement
What Do You Do When the Market Panics?
One thing is certain, there are always going to be panics in the market. Political turmoil, natural disasters and other factors will cause markets to move, and can make you wonder: should I sell all my investments and hope that it gets better? Chad and Mike discuss these issues to discover how you can avoid making common investment mistakes with uncertainty in the markets.
2016-07-12
20 min
Financial Symmetry: Balancing Today with Retirement
Making the Most of Your 401K
In this episode Chad and Mike discuss managing your 401k, and how to avoid common mistakes when saving in your retirement account.
2016-06-28
24 min
Financial Symmetry: Balancing Today with Retirement
The Usual Suspects: Financial Planning Style
In this episode Chad and Mike discuss the top 5 questions they hear from their prospects, with special guest Allison Berger, CFP®.
2016-06-14
30 min
Financial Symmetry: Balancing Today with Retirement
It's the Little Things
In this episode, Chad and Mike do a "Top 10 Ode to David Letterman" of little things you can do immediately to get your finances back on track.
2016-05-24
19 min
Financial Symmetry: Balancing Today with Retirement
What Happens to Prince's Estate?
In this episode, Chad and Mike discuss Prince's lack of estate documents, and offer advice for listeners who may not yet have considered the importance of preparing a will. You can read a text version of this post on Nasdaq.com.
2016-05-10
24 min
Financial Symmetry: Balancing Today with Retirement
Financial Gifts for Grads
This week, Mike and Chad take a look at the best financial gifts you can give a graduating high school or college student.
2016-04-26
18 min