When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you've been putting off your financial to-do list or are just not sure what you've been missing, subscribe to the show and learn more at www.financialsymmetry.com. Financial Symmetry is a Raleigh Financial Advisor, proudly serving clients in the Triangle of North Carolina for over 20 years.
Financial Symmetry: Balancing Today with Retirement
Claim This Podcastby Chad Smith, CFP® and Mike Eklund, CFP®
4.6(55 reviews)
259 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
81
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality96
Social0
YouTube76
Engagement90
Podcast Overview
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you've been putting off your financial to-do list or are just not sure what you've been missing, subscribe to the show and learn more at www.financialsymmetry.com. Financial Symmetry is a Raleigh Financial Advisor, proudly serving clients in the Triangle of North Carolina for over 20 years.
Language
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Publishing Since
12/14/2015
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Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
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Recent Episodes
June 8, 2026
When Should You Make a Roth IRA Withdrawal?, Ep #259
Host Chad Smith and guest Cameron Smith explore strategic Roth IRA withdrawal timing and tax rules for pre-retirement, retirement, and legacy planning.
May 18, 2026
Diversifying Without a Big Tax Bill with Mike Eklund, Ep #258
Host Chad Smith interviews Mike Eklund, CFP®, as they explore innovative strategies for diversifying concentrated stock positions while minimizing immediate tax liabilities.
May 4, 2026
Managing Your Portfolio Amid Market Noise in 2026 with Colton Tickle and Mike Eklund, Ep #257
<p dir="ltr">The first quarter of 2026 brought a whirlwind of market events—geopolitical shocks, surging energy prices, and a notable shift away from mega-cap US growth stocks. Despite the turbulence, the markets proved remarkably resilient, underscoring the importance of diversification and a long-term approach. We discuss lessons investors can use to navigate uncertainty and build lasting wealth.</p> <p><strong> </strong></p> <h2 dir="ltr">Market Performance: Weathering the Storm</h2> <p dir="ltr">The global markets were down about 2.7% in Q1 2026, a relatively modest decline given the scale of bad news, including significant geopolitical events like military conflicts in Iran and political surprises such as Trump acquiring Greenland. The markets absorbed a lot of negative data, yet diversification protected against steeper losses.</p> <p dir="ltr">Volatility is expected in financial markets. Every year presents reasons to doubt or withdraw, but those who stay invested and look beyond the day-to-day noise are generally rewarded. History shows markets tend to recover and even thrive in the aftermath of geopolitical turmoil, with average positive returns 6 to 12 months after such events.</p> <p><strong> </strong></p> <h2 dir="ltr">The Power of Staying Invested Over the Long Term</h2> <p dir="ltr">Despite periodic shocks, a disciplined investor reaps significant rewards. From 1970 onward, investing a dollar in global equities would now be worth $142, provided the investor simply did nothing and held on. This long-term mindset is crucial. Panicking in response to short-term news and market swings risks locking in losses and missing the eventual recovery and growth. Instead, reframing volatility as the price paid for higher returns can foster the discipline needed for long-term success.</p> <p><strong> </strong></p> <h2 dir="ltr">Back to Attractive Bond Yields</h2> <p dir="ltr">After years of muted performance, bonds are providing meaningful yields again. Short and intermediate-term bonds were roughly flat in Q1, but today's yields—often in the 3 to 5% range—set the stage for more attractive future returns. Focus on high-quality, short maturity bonds to reduce unnecessary risk and secure a reliable income.</p> <p><strong> </strong></p> <h2 dir="ltr">Gold, Silver, and Bitcoin</h2> <p dir="ltr">Safe-haven assets like gold and silver attracted attention amid market turbulence, with gold jumping nearly 8% this quarter. However, over the long run, gold pales compared to the S&P 500: from 1970, $1 in the S&P 500 grew to $341, while gold reached only $132. Gold and silver can take years, even decades, to recover from drawdowns, making them risky for wealth building. Bitcoin's rollercoaster ride further illustrates this point. It's experienced five separate drops of over 70%—far more volatility than traditional stock indices. </p> <p><strong> </strong></p> <h2 dir="ltr">Diversification and Valuation</h2> <p dir="ltr">Discipline and diversification—investing across regions, sectors, and asset classes—remain the best defense against unpredictable events. US small cap value stocks, for example, have outperformed the S&P 500 since 2001. No one can reliably pick the "best" asset every year; a diversified allocation ensures you participate in long-term growth while minimizing drastic falls.</p> <p dir="ltr">Valuations also matter, if not as timing tools then as guides for future returns. Currently, international stocks offer more attractive valuations than US stocks, hinting at potential for higher future gains.</p> <p dir="ltr"> </p> <h2 dir="ltr">Outline of This Episode</h2> <ul> <li dir="ltr" role="presentation">[00:00] Analyzing long-term market trends</li> <li dir="ltr" role="presentation">[02:12] Volatility is expected in financial markets.</li> <li dir="ltr" role="presentation">[05:37] Conservative bond strategy advice</li> <li dir="ltr" role="presentation">[06:19] Gold, silver, and bitcoin are not substitutes for equities</li> <li dir="ltr" role="presentation">[08:45] Evaluating asset class performance</li> <li dir="ltr" role="presentation">[10:30] The Financial Symmetry three-step process</li> <li dir="ltr" role="presentation">[11:31] Start investing early advantage</li> </ul> <p dir="ltr"> </p> <h2 dir="ltr">Resources & People Mentioned</h2> <p><strong> </strong></p> <ul> <li dir="ltr" role="presentation"><a href= "https://retirementpodcastnetwork.com/">The Retirement Podcast Network</a></li> <li dir="ltr" role="presentation"><a href= "https://www.linkedin.com/in/colton-tickle-6a5756112/">Colton Tickle on LinkedIn</a></li> <li dir="ltr" role="presentation"><a href= "https://www.linkedin.com/in/mikeeklund/">Mike Eklund on LinkedIn</a> </li> </ul> <h2 dir="ltr"> </h2> <h2 dir="ltr">Connect With Chad and Mike</h2> <ul> <li dir="ltr" role="presentation"><a href= "https://www.financialsymmetry.com/podcast-archive/">https://www.financialsymmetry.com/podcast-archive/</a> </li> <li dir="ltr" role="presentation">Connect on Twitter <a href= "https://twitter.com/csmithraleigh?lang=en">@csmithraleigh</a> <a href="https://twitter.com/teamfsinc?lang=en">@TeamFSINC</a></li> <li dir="ltr" role="presentation">Follow <a href= "https://www.facebook.com/financialsymmetry/">Financial Symmetry on Facebook</a><strong><br /></strong></li> </ul> <h2 dir="ltr"> </h2> <h2 dir="ltr">Subscribe To This Podcast</h2> <p><strong> </strong></p> <p dir="ltr"><a href= "https://itunes.apple.com/us/podcast/financial-symmetry-reach-your-peak-financial-fitness/id1068004454"> Apple Podcasts</a> <> <a href= "http://app.stitcher.com/browse/feed/80617/details">Stitcher</a> <> <a href= "https://play.google.com/music/listen#/ps/I2faygs5evlts4h3ok5yycnfoqq"> Google Play</a></p>
259 total episodes available with 7 transcripts
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- What is Financial Symmetry: Balancing Today with Retirement?
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This podcast updates weekly.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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