90 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.

    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
    What are the Tax Consequences of Different Accounts?

    What are the Tax Consequences of Different Accounts?

    Different accounts have different types of tax consequences. We’ll explain the advantages and disadvantages of the accounts and how you use them.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-14-what-are-the-tax-consequences-of-different-accounts
     
    What we discuss on this episode: 
    0:49 – Tax-deferred accounts
    1:53 – Tax-free accounts
    2:46 – Taxable accounts
    3:42 – CDs
    4:21 – Life insurance
    5:11 – Meet with Mark

    • 8 min
    Creating Predictable Income in Retirement

    Creating Predictable Income in Retirement

    What will it take to keep up with your lifestyle and goals in retirement? Income! What are some sources of predictable retirement income and what should you do with it? Let’s explore a topic that everyone feels strongly about.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-13-creating-predictable-income-in-retirement 
     
    On today's show: 
    1:12 - What retirement incomes do people assume are predictable?
    2:43 - Is there really such a thing as “guaranteed income”?
    3:45 - What does it look like when you rely too much on the stock market?
    4:39 - What do you do with inflation?      
    5:39 - How is a reliable income possible to achieve?

    • 9 min
    Everybody Just Calm Down

    Everybody Just Calm Down

    Maybe it’s too many months of quarantine, too much cable news or too much social media, but people have a lot of anxiety right now. Mark explains why you should just calm down.
     
    Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-12-everybody-just-calm-down 
     
    On today's show: 
    0:46 – Question 1: Money in the bank?
    2:36 – Question 2: Money in the market?
    3:51 – Question 3: Pay more for a vacation?
    5:50 – Question 4: Buy gold?
    6:55 – Question 5: Collect social security?

    • 11 min

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