93 episodes

Weekly investing and financial planning guidance with financial adviser Mark Silverman in Tucson, AZ.

Saving With Silverman Mark Silverman

    • Investing
    • 5.0 • 1 Rating

Weekly investing and financial planning guidance with financial adviser Mark Silverman in Tucson, AZ.

    How To Pick The Right Financial Advisor

    How To Pick The Right Financial Advisor

    On today’s Saving With Silverman podcast, Mark explains how to pick the right financial advisor. Find out why you should invest time in this crucial process.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-20-how-to-pick-the-right-financial-advisor 
     
    What we discuss on this show:
    1:52 – How to find the right advisor
    4:37 - Warning signs
    5:53 - When an advisor doesn’t fit you anymore
    7:29 – Sticking with the wrong advisor for too long
    9:12 - What to look for when choosing an advisor

    • 13 min
    Financial Challenges for Women

    Financial Challenges for Women

    On average, women outlive men and often have more financial struggles later in life. On today’s show we’ll talk about what challenges women face and how to improve their finances.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-19-financial-challenges-for-women 
     
    What we discuss on this show: 
    1:15 – How involved are women with retirement planning?
    3:50 – Why do so many retired women have financial problems?
    4:44 – Challenges faced by widowed women
    6:10 – Recommendations for husbands
    7:41 – Mark shares personal stories

    • 12 min
    Five Outdated Financial Strategies

    Five Outdated Financial Strategies

    Just like technology changes and becomes outdated, so does some retirement planning strategies. Let’s look at five financial strategies that have become obsolete.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-18-five-outdated-financial-strategies 
     
    What we discuss on this show:
    1:21 - The 4% rule
    2:04 - The 10/5/3 rule
    2:49 - Move money from stocks to bonds as you get older
    4:15 - $1 million retirement target
    5:14 - You’ll need less money in retirement

    • 9 min
    Can You Afford to Live a Long Life?

    Can You Afford to Live a Long Life?

    As life spans continue to increase, so does the need for more money later in life. Find out how to plan financially for a long life.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-17-can-you-afford-to-live-a-long-life 
     
    What we discuss on this show: 
    1:48 – Our oldest client
    2:50 – Why do we talk about longevity as a risk?
    4:22 – Why most people haven’t addressed the issue
    5:30 – How to help someone worried about running out of money
    6:48 – Our 5-step financial planning process

    • 9 min
    Answers to Common 401K Questions

    Answers to Common 401K Questions

    Are 401K loans a good idea? What about rollovers? How much should I contribute? Get answers to these and other common 401K questions.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-16-answers-to-common-401k-questions 
     
    What we discuss on the show: 
    0:40 – 401K advice from company reps
    1:47 – 401K loans
    2:46 – 401K rollovers
    3:49 – Target date funds
    4:39 – How much should I contribute?
    5:54 – Roth vs. Traditional
    7:06 – Contact Mark

    • 9 min
    The Importance of Tax Planning

    The Importance of Tax Planning

    Let’s talk about tax planning. The subject seems to get ignored by a lot of advisors. We explain why it’s an important conversation to have. 
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-15-the-importance-of-tax-planning 
     
    What we discuss on the show: 
    2:42 – Roth conversions
    3:41 – Social security
    5:00 - Required minimum distributions
    5:57 – National debt
    6:59 – Higher taxes are inevitable
    7:52 – Get in touch with Mark

    • 10 min

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