Financially Ever After Widowhood

Hidden Money Sources with David Silversmith

Listen Later

What if you could uncover free money that is rightfully yours? In this episode of Financially Ever After, host Stacy Francis unveils the hidden world of unclaimed funds with guest David Silversmith, a CPA and certified financial planner at Eisner Advisory Group, LLC. They discuss the staggering amount of unclaimed funds available, how they can accumulate from various sources like uncashed checks and dividends, and the importance of checking for unclaimed funds regularly. David sheds light on how to claim your rightful funds and avoid falling into common traps.

  • There are over $18 billion dollars in unclaimed funds. Discover how to locate yours and those left behind by deceased loved ones.
  • Learn the importance of tax planning and estate management, especially for widows and widowers, from a certified financial planner and CPA.
  • Find out how to easily access unclaimed funds in states like New York and the potential challenges in states like New Jersey.
  • Learn how to file claims for deceased loved ones, including the required documentation, such as death certificates and letters of testamentary.
  • Avoid common pitfalls when claiming unclaimed funds, such as paying unnecessary fees for services that can be accessed for free.
  • Explore the range of financial advisory services offered by experts like David Silversmith, including tax planning, audits, and estate management.

    • Resources

    David Silversmith | LinkedIn

    Eisner Advisory Group LLC – David R. Silversmith

    Stacy Francis | LinkedIn | X(Twitter)

    Email: [email protected]

    ...more
    View all episodesView all episodes
    Download on the App Store
    Financially Ever After WidowhoodBy Stacy Francis
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    39 ratings

    More shows like Financially Ever After Widowhood

    View all
    Planet Money by NPR

    Planet Money

    30,725 Listeners

    10% Happier with Dan Harris by 10% Happier

    10% Happier with Dan Harris

    12,780 Listeners

    Letters from an American by Heather Cox Richardson

    Letters from an American

    6,286 Listeners