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

What happens when the paycheck stops, but the bills don’t? In this episode, Mark cuts through the noise and gets real about why a true retirement income plan is your financial foundation. Spoiler: it’s not about picking the right annuity or hoping Social Security is enough. It's all about strategy, and there’s no silver bullet.

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

💸 Most people don’t have an income plan—they just have accounts

📉 Without a strategy, retirement income can be unpredictable

📊 Financial products ≠ financial planning

🧩 Coordinating Social Security, pensions, and savings is essential

📞 The first step is a conversation—not a sales pitch

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

A good financial plan considers the unique needs and views of both spouses. But let’s face it, couples often come to the table with different approaches to saving, spending, and planning for the future. So, how do you get on the same page and build a plan that works for everyone? In this episode, we’ll explore the challenges and strategies of financial planning for married couples.

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

💰 Getting the saver vs spender on the same page in retirement planning

💬 Key conversations every couple should have before building a financial plan

👨‍👩‍👧‍👦 Why it’s important for both spouses to be involved

🤝 How Mark helps couples create a retirement plan they can both agree on

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832