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.

Different accounts have different types of tax consequences. We’ll explain the advantages and disadvantages of the accounts and how you use them.

While it’s easier to pretend you won’t have to worry about it, one day you or your spouse will pass away. What happens to your financial plan and assets when it does?

As we move through life, some things end of falling through the cracks. That happens with our finances as well because old accounts will often get forgotten about. Digging up an old 401k, life insurance policy, and other accounts can end up turning into hidden gems if you put them back to work. Let’s talk about how to do that.

Roth conversions are becoming more and more popular as a retirement planning tool, but how much do you know about them? Today we’ll try to give you all the key information about Roth conversions so you can start determining if it’s a strategy that might work for you.

Building a financial plan can be done on your own, but there’s a much greater chance of making a mistake. Without having a professional to provide you with solutions and help you craft a strategy that fits your needs, you put yourself at risk of following bad advice or overlooking important aspects of a comprehensive retirement plan. Let’s look at four common mistakes we see investors make and what you can do to avoid them.

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

After spending years on radio and talking with the people of Tucson, we’ve decided to expand that conversation to the world of podcasting. Today we introduce the Saving with Silverman podcast!