On This Episode
Welcome back to the Saving with Silverman podcast! This week, we’re going to see what home renovation projects can teach us about the world of retirement planning. We’ll explore insightful lessons derived from the renovation process, such as understanding the “contractor's discount” and the importance of passing financial "inspections."
Stay tuned as we discuss the importance of specialization, the value of teamwork in managing different financial aspects, and why having a comprehensive plan is crucial in achieving your long-term goals. Because just like building your dream home, building your financial future requires careful planning and the right team by your side.
Here are the signs of good financial health that we’ll chat about:
- The financial advantages of working with an RIA firm, including transparent fees and potential cost savings
- Passing “inspection” in financial planning with a collaborative financial planner
- The importance of specialization in financial planning and working with and advisor who prioritizes planning instead of products
Thanks for joining us! We’ll be back for another show every other Thursday.
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