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Financial Planning for Families with Jason Silverberg: Voices 11



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.

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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.

Comments

  1. The podcast mentioned a one page financial planning PDF would be available in the show notes? Would love to know where to look? Thanks

  2. Thank you for addressing these important topics that are so intertwined with parenthood. I’ve worked with a CFP previously and I firmly abide by the % of income they recommend for certain purchases (mortgage 28%, retirement 10-15%). However, when I asked our CFP if a similar benchmark existed for childcare, he didn’t offer one. I’m interested to know if Jason recommends a certain metric for affordability of child care costs. I realize this may vary by region, but would be interested to know if our employment costs for our nanny in Northern VA, just outside of DC are ok, or if we should pursue a nanny share to defray cost.

  3. I tried to download the ‘And Baby Makes Three’ ebook but am taken to a section to enter my email address and once I do that nothing happens?

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