Welcome back to the Saving with Silverman podcast! This week, we’re going to see what home renovation projects can teach us about the world of retirement planning. We’ll explore insightful lessons derived from the renovation process, such as understanding the “contractor's discount” and the importance of passing financial "inspections."
Here’s what we discuss in today’s show:
- The financial advantages of working with an RIA firm, including transparent fees and potential cost savings
- Passing “inspection” in financial planning with a collaborative financial planner
- The importance of specialization in financial planning and working with and advisor who prioritizes planning instead of products
Web:
https://silverman-associates.com/home
Email:
Phone:
520.512.8832
520.618.5323
Version: 20241125
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