Chad Smith

2 months ago | advisorpedia.com | Chad Smith

What if your retirement lasts much longer than you anticipated? Increasing life expectancies have reshaped our understanding of retirement and financial planning in recent years, and we’ll likely become more concerned about effectively managing financial resources throughout a potentially very long life in the future. In this episode, we’re sharing some insights gleaned from a recent industry conference focused on the impacts of longevity on retirement planning.

Mar 10, 2025 | advisorpedia.com | Chad Smith

We’re spotlighting women’s wealth in honor of International Women’s Day and Women’s History Month. Join us as we dig into some of the stats surrounding women’s financial empowerment. From the rising number of women controlling wealth as they outlive their spouses to tackling stereotypes that hinder women’s earning potential, this episode addresses the systemic barriers that impact women’s financial journeys.

Jan 21, 2025 | financialsymmetry.com | Chad Smith |Allison Berger |Angela Keeley-White |Bill Ramsay

Retirement, often portrayed as a glorious era of freedom and relaxation, has its own set of challenges beyond the financial arena. This week, we’re exploring the “retirement complacency trap” and discussing the four phases retirees go through. Vacation/Honeymoon Phase: The initial euphoria of not having to set an alarm. Loss Phase: Often associated with disenchantment as the honeymoon phase wears off. Trial and Error Phase: Trying out various activities to find what gives life meaning.

Jan 6, 2025 | financialsymmetry.com | Chad Smith |Mike Eklund |Allison Berger |Angela Keeley-White

When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about pulling out of the market and waiting until things feel calmer. Before you decide to adjust your strategy, listen to this episode to learn 10 fundamentals to help guide your investing decisions.

Dec 9, 2024 | financialsymmetry.com | Chad Smith |Allison Berger |Angela Keeley-White |Bill Ramsay

Do you remember the last time you drove to a destination and were delayed by a roadblock? The delay can create added frustration not knowing exactly how long it will take to get through it. Similar frustrating circumstances pop up in the years just before and just after retirement. During this new life transition, you are forced to confront retirement roadblocks, and if you don’t know how to maneuver around them, it can leave you feeling stuck.