Saving With Silverman

Roth conversions are becoming more and more popular as a retirement planning tool, but how much do you know about them? Today we’ll try to give you all the key information about Roth conversions so you can start determining if it’s a strategy that might work for you.    Read more and get additional resources here:  https://silverman-associates.com/saving-with-silverman-podcast/ep-4-what-is-a-roth-...

Building a financial plan can be done on your own, but there’s a much greater chance of making a mistake. Without having a professional to provide you with solutions and help you craft a strategy that fits your needs, you put yourself at risk of following bad advice or overlooking important aspects of a comprehensive retirement plan. Let’s look at four common mistakes we see investors make and wha...

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.   Ch...

You’ve heard us on radio for a while but we’re excited to return to the world of podcasting to give you even more ways to listen and learn about financial planning. Today we’ll kick off the very first episode by getting to know more about Mark Silverman – his life, his career, and what he loves about living and working in Tuscon, Arizona.   Today's show rundown:  1:32 – Let’s get to know more abou...

Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. Maybe some disturbing statistics will help us understand why this happens.

Let's learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize financial jargon that some advisors might try using on you.

Mark will help answer some questions that you can't answer for yourself. We'll also detail why hiring an advisor is in your best financial interest.

If you have kids, more often than not, they usually come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways that children sometimes end up being part of the discussion. We'll also fill in some blanks in your retirement plan.

We'll teach you the lies you learn in broker school as well as some important financial terms. We'll also examine how emotions affect your decision-making process and much more.

Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table.

While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also check in on your advisor.

What is risk aversion, and does it affect you? Find out what Mark has to say. We'll also cover the tax consequences of your investments.

This week, Mark will teach you how to tune up your financial plan, put your pride in check, and live the dream in retirement. That's right; you'd be surprised in what we can accomplish in under an hour.

Join us as we discuss the financial issues we tend to put off as well as the financial mistakes you could be making as a couple.

Think of Mark as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll identify some red flags you should watch out for in your portfolio.

We'll teach you the lies you learn in broker school as well as some important financial terms. We'll also examine how emotions affect your decision-making process and much more.

Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also have a conversation on things that don't matter...until they do.

Your retirement will look much different than your parent's. Find out why. We'll also determine your spending personality.

Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.

Join us as we learn financial lessons from the world of medicine. Also, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.

Your financial circumstances could have both positive and negative aspects. Learn about that double-edged sword. We'll also share with you everything you need to know about life insurance.

Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also play a game of "Fact Or Fiction."

Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Finally, make sure you never make certain assumptions about retirement.

Learn financial lessons from some of the richest musicians in history. We'll also take a deep dive and examine pensions.