Longterm financial planning can seem like a lofty goal when you’re faced with the immediate needs of a growing family: paying for childcare, putting food on the table, and maybe even springing for a date night once in a while. Thinking about retirement and college tuition is something grownups do, right? Not overwhelmed new parents?
Not so, says Jason Silverberg, CFP®, CLU®, ChFC®, Vice President of Financial Planning for Financial Advantage Associates and our guest in this month’s special bonus interview episode. Jason is a father of two and author of several books who specializes in young families, new parents, and single moms. Join Jason and Sarah for a conversation about spending, saving, and thinking long-term, even when you’re in the early years of family life.
Links we mentioned in this episode:
- Picking Up The Pieces: A Divorcee’s Guide to Financial Freedom (free download!)
- …And Baby Makes Three: A New Parent’s Guide to Financial Planning (free download!)
- The Financial Planning Puzzle: Fitting Your Pieces Together to Create Financial Freedom (Jason’s new book, via Amazon)
- Mint.com and eMoney Advisor
Got questions for Jason? Leave a comment in the show notes or find him on Facebook or LinkedIn!
Disclosure: Jason is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Financial Advantage Associates is independently owned and operated. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
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