Saving With Silverman

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 about the business. What does being a financial advisor mean to Mark?
2:54 – The day-to-day challenges of financial planning never get boring.
3:36 – Mark tells the story of how he got into the business.
4:10 – Gives us an idea of what financial planning looks like for your clients.
5:30 – What does Mark like most about being both an advisor and a coach?  
6:32 – Tell us one thing you really want people to know about you.
7:40 – What does Mark like most about living in Tuscon?
8:36 – What’s the last place you visited?
9:14 – Why we decided to launch the podcast and what do we hope people will learn?
11:10 – Here are some of the topics we’ll cover on the podcast.
12:13 – Who is the ideal listener for this show?

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.