BROADCAST: Dollars & Sense, 04/24/22
Episode Summary: Marc is live in studio this week. APRIL is Financial Literacy month and dedicated the entire broadcast to the subject. Marc is joined by Christian Karcher, CFP®, Director of Financial Planning, and Marion Gilman, CFP®, Executive Vice President and Partner to discuss FINANCIAL LITERACY.
SEGMENT 1: (1:18) How do people think about Money?! Christian spotlights the level the paradigm of keeping cash has changed.
SEGMENT 2: (16:48) What is an investor to do when inflation is higher than interest?
SEGMENT 3: (33:31) Focus on knowing how money comes and goes out of the household. Don’t think of it as a budget… think of it as a financial plan. ‘Live within your means’.
SEGMENT 4: (46:12) Strategies as to how you can build a financial plan to get yourself ready for your financial future.
SPECIAL EPISODE ADDITIONS: FINRA Foundation study, Testing the Effectiveness of Financial Education Across 76 Randomized Experiments, found here https://www.finrafoundation.org/sites/finrafoundation/files/Financial-Education-Matters-Testing-Effectiveness-Financial-Education_1.pdf
FINRA Financial Capability Quiz, found here. https://www.usfinancialcapability.org/
Tracking #1-05272733
A full complement of Dollars & Sense broadcasts can be found here. #Enjoy
--
Dollars & Sense is hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families. &nubs;
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
_________________________
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
05-02-2024 Dollars & Sense, A Message to College Grads
04-25-2024 Dollars & Sense, Book Your Flight, Pack Your Bags, and Enjoy Traveling
04-18-2024 Dollars & Sense, I Scream, You Scream, We All Scream from Taxes!
04-11-2024 Dollars & Sense, Surprise!! You Don’t Know What You Don’t Know!
04-04-2024 Dollars & Sense, Wallet Wisdom: Young Adult Finance 101
03-29-2024 Dollars & Sense, What Are Your Expectations in Retirement?
03-21-2024 Dollars & Sense, How Acting as a Fiduciary Benefits You
03-14-2024 Dollars & Sense, Why Traveling is the Best Part of Retirement
03-07-2024 Dollars & Sense: Financial Literacy Insights
02-29-2024 Dollars & Sense, Are You Buying for You or Are You Trying to Impress?
02-22-2024 Dollars & Sense, Tax Planning Season is Here!
02-15-2024 Dollars & Sense, Why Financial Plans Aren’t Likely to go as Planned
02-08-2024 Dollars & Sense, Reducing Retirement Planning Paralysis
01-31-2024 Dollars & Sense, Not Too Hot and Not Too Cold
01-25-2024 Dollars & Sense,Losing Faith in the Value of College
01-18-2024 Dollars & Sense, Is Financial Literacy Diminishing?
01-11-2024 Dollars & Sense, The Beneficiary IRA “Rules”
01-04-2024 Dollars & Sense, Median or Mean? That is the Question!
12-28-23 Dollars& Sense, Are You Ready to Adjust Your Spending in Retirement?
12-21-2023 Dollars & Sense, All is Merry and Bright With the Market
Create your
podcast in
minutes
It is Free
The Meaningful Life with Andrew G. Marshall
The No-Frills Teacher Podcast
Heal, Survive & Thrive!
The Jordan B. Peterson Podcast
The Mel Robbins Podcast