Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch.

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

📞 What the first call with an advisor should include

🧾 Red flags: product pitches in meeting one

🧠 Why planning should come before investing

📉 What makes a true fiduciary different

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.

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

📊 Survey insights from 400+ financial advisors

💰 Why retirement income is more than just savings

📉 How to avoid outliving your money

🏥 Health costs and caregiving pressures

🛠️ Real planning vs. product sales

Financial Advisor Magazine article:

https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

How do you build confidence in your retirement plan when so much feels out of your control? In today’s episode, we’re cutting through the noise and focusing on what really matters- the things you can control. From managing risk to planning for inflation and creating reliable income, we’ll share strategies that put you back in the driver’s seat.

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

📊 Most people don’t understand how much investment risk they’re actually taking 🧾 You can’t control tax law, but you can control where your money is taxed 💡 Social Security is important, but it shouldn’t be your only income stream

💸 Tax on Social Security – is it going away?

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832