Mark’s Unpopular Opinions

In the realm of personal finance, there's no shortage of advice- some of it good, some of it not so much. Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.

Let’s discuss some areas where Mark’s opinions might not be popular with other people in the financial industry...

 

Here’s what we discuss in today’s show:

• The appropriate amount of risk for a retiree or pre-retiree
• The appropriate use of life insurance
• How to handle debt
• Whether or not to pay off the house
• The appropriate use of annuities
• The appropriate use of mutual funds
• How much money to have in cash

 

Want to get in touch with Mark? 

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

520.618.5323