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Content provided by Mark Silverman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Silverman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Mark’s Unpopular Opinions

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Manage episode 418527689 series 3564308
Content provided by Mark Silverman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Silverman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

180 episodes

Artwork
iconShare
 
Manage episode 418527689 series 3564308
Content provided by Mark Silverman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Silverman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

180 episodes

All episodes

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