Best Financial Symmetry Podcasts (2024)

1
Decision Making in the Middle Years of Retirement, Ep #216 24:18

4h ago24:18

24:18

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps? This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best…

1
How to Approach Planning a Retirement Abroad, Ep #215 17:39

12h ago17:39

17:39

Have you thought about retiring abroad? Oftentimes when we think of retirement, we think about sunny beaches with crystalline water shimmering in the sunshine. Could this or some other idyllic vision be your future? The realities of retiring abroad can be exciting, but at the same time overwhelming. Complex financial strategies need to be considere…

1
May 2024 Journal Club: Premastectomy Mastopexy; Simultaneous Bilateral LAP Flap Safety; Free Flap Price Transparency 38:02

12d ago38:02

38:02

In this episode of the Award-winning PRS Journal Club Podcast, 2024 Resident Ambassadors to the PRS Editorial Board – Rami Kantar, Yoshi Toyoda, and Amanda Sergesketter- and special J.T. Stranix, MD, discuss the following articles from the May 2024 issue: “Staged Mastopexy before Nipple-Sparing Mastectomy: Improving Safety and Appearance in Implant…

1
How to Prepare for the Retirement Danger Zone, Ep #214 23:18

1M ago23:18

23:18

If you are retiring soon, you've most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success. After years of great returns in tech and large cap US stocks,…

1
Be Ready For These 10 Tax Surprises, Ep #213 28:22

2M ago28:22

28:22

So many of us will be hoping for no tax surprises when preparing our tax returns this year. This is why we want to provide you with a list of common tax surprises to watch for. After working with hundreds of clients to prepare their tax returns, we’re sharing the latest tax surprises we see that could be helpful to know when completing your tax ret…

1
April 2024 Journal Club: Symmetric Breast Surgery; ADM versus No ADM in Prepectoral TEs; Medicare Reimbursement Trend Comparison 55:06

2M ago55:06

55:06

In this episode of the Award-winning PRS Journal Club Podcast, 2024 Resident Ambassadors to the PRS Editorial Board – Rami Kantar, Yoshi Toyoda, and Amanda Sergesketter- and special Scott Hollenbeck, MD, discuss the following articles from the April 2024 issue: “Symmetric Breast Surgery: Balancing Procedures versus Prophylactic Mastectomy and Immed…

1
How to Handle a Forced Early Retirement, Ep #212 13:08

2M ago13:08

13:08

Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you are faced with one later in your career it can cause you to reevaluate your financial situation. In this episode, we…

1
Tools for Making Better Financial Decisions, Ep #211 21:27

2M ago21:27

21:27

While most of our listeners are in or on the cusp of retirement, many have loved ones who are earlier in their careers. Often we get questions on how our listeners and clients can help their younger family members make better financial decisions. As we celebrate International Women's Day with this episode, you’ll meet our newest CFP, Niamh Douglas.…

1
Turn Your ‘What Ifs’ into 'What's Next' with Retirement Stepping Stones, Ep #210 33:22

3M ago33:22

33:22

Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you've worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan out how they'll spend their time. In this episode, we explore some common retirement pitfalls and then ten s…

1
March 2024 Journal Club: BMI and Autologous Breast Reconstruction; Normative Craniofacial Database; Financial Literacy 41:36

3M ago41:36

41:36

In this episode of the Award-winning PRS Journal Club Podcast, 2024 Resident Ambassadors to the PRS Editorial Board – Rami Kantar, Yoshi Toyoda, and Amanda Sergesketter- and special guest Joseph Serletti, MD, discuss the following articles from the March 2024 issue: “Relationship between Body Mass Index and Outcomes in Microvascular Abdominally Bas…

1
5 Reasons to Consider Investing in More Than the S&P 500, Ep #209 23:21

3M ago23:21

23:21

Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five reasons why you should consider not making a concentrated investment only in the S&P 500. Don't let recency bias rule your decision-making on the road to your i…

1
The Challenges with Divorce in Retirement with Lesli Doares, Ep #208 30:18

4M ago30:18

30:18

One 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 …

1
February 2024 Journal Club: Average Skeletofacial Model; Pediatric Mandibular Reconstruction; Skull-Base Symmetry and UCL 40:23

4M ago40:23

40:23

In this episode of the Award-winning PRS Journal Club Podcast, 2024 Resident Ambassadors to the PRS Editorial Board – Rami Kantar, Yoshi Toyoda, and Amanda Sergesketter- and special guest Seenu Susarla, DMD, MD, MPH, discuss the following articles from the February 2024 issue: “Average Three-Dimensional Skeletofacial Model as a Template for Maxillo…

1
Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207 21:23

4M ago21:23

21:23

If you have rollover IRA accounts and want to make a backdoor Roth IRA contribution, this episode is for you. There are several steps involved to handle this strategy in the right way including understanding how you roll the IRA accounts to your 401k. Today we walk through five considerations you should think through before you implement a strategy…

1
The Series Finale | Thank You For Listening 36:09

4M ago36:09

36:09

Welcome to the series finale! After more than six years, we are concluding the Unfiltered Finance podcast. It has been our sincere pleasure to inform both our investors, and financial advisors with this offering. Joining our host Tom Romano, for this proverbial curtain call, is Casey Dylan, Consultant from Story Market Services & the original host …

1
15 Surprising Financial Facts to Round Out 2023, Ep #206 19:28

5M ago19:28

19:28

In our usual episodes, we aim to arm you with a particular insight or strategy that can help you inch closer to your ideal retirement. But, with todays show, we want to close the year by providing a list of 15 surprising financial facts about the year that you could share in a conversation with a friend or family member. We also pay tribute to the …

1
January 2024: S-PECS Block in Breast Augmentation; Evidence-Based Medicine in Abdominoplasty; Measuring Aesthetic Surgery Outcomes 40:23

5M ago40:23

40:23

In this episode of the Award-winning PRS Journal Club Podcast, 2024 Resident Ambassadors to the PRS Editorial Board – Rami Kantar, Yoshi Toyoda, and Amanda Sergesketter- and special guest Amy Colwell, MD, discuss the following articles from the January 2024 issue: “Assessing the Efficacy of the S-PECS Block in Breast Augmentation Surgery: A Randomi…

1
Navigating Global Markets | How Can You Globally Diversify? 18:53

5M ago18:53

18:53

Welcome to part two of our podcast episode - "Navigating Global Markets". Many investment professionals believe it is imperative for investors to globally diversify their portfolios, and not put all of their proverbial eggs into one basket. We are joined by Symmetry's Brendan Kruh, Investment Associate, to conclude our discussion on the necessity o…

1
Navigating Global Markets | Are International Stocks Still Valuable? 16:48

5M ago16:48

16:48

With recent turmoil in the Middle East, the continued war in Ukraine, and global inflation, investors want their portfolios to feature more U.S. stocks. After all, domestic investments have performed well as of late. In this episode of Unfiltered Finance we are joined once again, by Symmetry's Brendan Kruh, Investment Associate, for a discussion on…

1
Planning for Health Insurance in Retirement Pre-Medicare, Ep #205 21:01

6M ago21:01

21:01

If you are planning on retiring before age 65, there is no doubt that you have had this question. What do you do about health insurance? In the United States, the health insurance landscape is ever-changing and takes quite a bit of planning. Many people even feel anchored to their jobs because of the prohibitive costs of health insurance. However, …

1
December 2023 Journal Club: Trapeziometacarpal Osteoarthritis; Origami Flap Finger Joint Reconstruction; Antibiotics for SSI Prevention 43:37

6M ago43:37

43:37

In this episode of the Award-winning PRS Journal Club Podcast, 2023 Resident Ambassadors to the PRS Editorial Board – Rami Kantar, Yoshi Toyoda, and Ronnie Shammas- and special guest Jeffrey B. Friedrich, MD, MC, discuss the following articles from the December 2023 issue: “Minimally Invasive Treatment of Trapeziometacarpal Osteoarthritis: Results …

1
Tax Planning Tips You May be Ignoring, Ep #204 23:24

6M ago23:24

23:24

Taking advantage of tax planning opportunities before year-end may benefit you this year while also lowering your lifetime tax rate. Paying more taxes now to lower your lifetime tax rate may seem unconventional, but if you are serious about building wealth, this episode may include a strategy for you. Listen in to hear ten tax strategies you could …

1
Q3 2023 in Perspective | Part Two: Top Stories from the Third Quarter 29:21

6M ago29:21

29:21

Rising oil prices have animated market participant’s fears of reinvigorated inflation pressures, increasing the chances that the Federal Reserve will impose more interest rate hikes. Join Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, for a detailed re…

1
8 Typical Stock Option Mistakes to Avoid, Ep #203 23:15

6M ago23:15

23:15

On the journey to reach your ideal retirement, stock options can be a valuable tool to have in your arsenal. However, it’s easy to make mistakes given most people don’t have a class in high school that provides pointers on how to handle when they vest. There are many things to consider with stock options: the different types, timing deadlines, tax …

Podcasts Worth a Listen

Financial Symmetry Podcasts

Podcasts Worth a Listen

1
Financial Symmetry: Balancing Today with Retirement

Chad Smith & Mike Eklund

1
Unfiltered Finance

Symmetry Partners, LLC

1
Plastic and Reconstructive Surgery - PRS Journal Club

1
Decision Making in the Middle Years of Retirement, Ep #216 24:18

1
How to Approach Planning a Retirement Abroad, Ep #215 17:39

1
May 2024 Journal Club: Premastectomy Mastopexy; Simultaneous Bilateral LAP Flap Safety; Free Flap Price Transparency 38:02

1
How to Prepare for the Retirement Danger Zone, Ep #214 23:18

1
Be Ready For These 10 Tax Surprises, Ep #213 28:22

1
April 2024 Journal Club: Symmetric Breast Surgery; ADM versus No ADM in Prepectoral TEs; Medicare Reimbursement Trend Comparison 55:06

1
How to Handle a Forced Early Retirement, Ep #212 13:08

1
Tools for Making Better Financial Decisions, Ep #211 21:27

1
Turn Your ‘What Ifs’ into 'What's Next' with Retirement Stepping Stones, Ep #210 33:22

1
March 2024 Journal Club: BMI and Autologous Breast Reconstruction; Normative Craniofacial Database; Financial Literacy 41:36

1
5 Reasons to Consider Investing in More Than the S&P 500, Ep #209 23:21

1
The Challenges with Divorce in Retirement with Lesli Doares, Ep #208 30:18

1
February 2024 Journal Club: Average Skeletofacial Model; Pediatric Mandibular Reconstruction; Skull-Base Symmetry and UCL 40:23

1
Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207 21:23

1
The Series Finale | Thank You For Listening 36:09

1
15 Surprising Financial Facts to Round Out 2023, Ep #206 19:28

1
January 2024: S-PECS Block in Breast Augmentation; Evidence-Based Medicine in Abdominoplasty; Measuring Aesthetic Surgery Outcomes 40:23

1
Navigating Global Markets | How Can You Globally Diversify? 18:53

1
Navigating Global Markets | Are International Stocks Still Valuable? 16:48

1
Planning for Health Insurance in Retirement Pre-Medicare, Ep #205 21:01

1
December 2023 Journal Club: Trapeziometacarpal Osteoarthritis; Origami Flap Finger Joint Reconstruction; Antibiotics for SSI Prevention 43:37

1
Tax Planning Tips You May be Ignoring, Ep #204 23:24

1
Q3 2023 in Perspective | Part Two: Top Stories from the Third Quarter 29:21

1
8 Typical Stock Option Mistakes to Avoid, Ep #203 23:15

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