Saving With Silverman
What a Real Financial Plan Looks Like (and What It Doesn’t)
10:36
Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch.
Here’s what we discuss in today’s show:
📞 What the first call with an advisor…