When you break it down to the most basic level, there are really three worlds of money that we utilize for financial planning: banking, insurance, and Wall Street. Each of these worlds has a distinct purpose and role in helping you prepare for retirement. Let’s talk about the pros and cons of each and how we use them to design a portfolio.
Here’s some of what we’ll discuss in this episode:
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
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