Take a second and ask yourself: what would your life look like if you had total financial freedom? Hundreds of thousands of Americans are trapped in debt or living paycheck to paycheck, and we often think in terms of “what if’s” instead of confronting the problem – at a glance, digging deeper into finances can be daunting.
On this episode of The His & Her Money Show, Jason Silverberg CFP®, is here to talk with us about smarter money management. When Jason’s parents presented him with money for his Bar Mitzvah, they also gave him the gift of a lifetime: the gift of investment. Since then, Jason has made it his top priority to help families and individuals, as a financial planner, to understand and take advantage of any tools and resources available to them to manage their net worth and keep debt under control.
The author of The Financial Planning Puzzle, Jason has pinpointed several key areas of financial planning. He discusses several different aspects of budgeting for the individual or dual income and how to make the financial choices that are best for you. He also talks about the importance of making up a financial plan when you’re starting a family and for the many years ahead, such as savings, childcare, medical expenses, college, and retirement.
Jason also stresses the importance of not glossing over some of the less glamorous areas — such as trial and error and cutting losses within investments, and life insurance and estate planning — as well as offering advice on choosing the best financial planner for you.
WHAT YOU WILL LEARN IN THIS EPISODE
- Understanding the what, why, and how of debt
- Finding balance between investing for the future and spending for today
- The importance of factoring insurance into financial planning
- Common mistakes couples make while planning their finances
- Differences between financial planning as a couple, a family, or an individual
- The Financial Planning Puzzle: Fitting Your Pieces Together to Create Financial Freedom by Jason Silverberg CFP®
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