10-10-2024 Dollars and Sense, You’re Likely Doing Better Than Most

2024-10-10

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Do you know what your net worth is? Even if you do... do you know where it ranks amongst U.S. households? In today’s episode of Dollars and Sense, Marc and Marion discuss how the topic of net worth can often cause confusion with clients, whether it’s determining what theirs is or how it compares nationally and regionally. Tune in also for a discussion around the Freedman Financial philosophy of building something with our clients that is deeper than just the “investment of the day”. A full complement of Dollars & Sense broadcast...

Do you know what your net worth is? Even if you do... do you know where it ranks amongst U.S. households?

In today’s episode of Dollars and Sense, Marc and Marion discuss how the topic of net worth can often cause confusion with clients, whether it’s determining what theirs is or how it compares nationally and regionally. Tune in also for a discussion around the Freedman Financial philosophy of building something with our clients that is deeper than just the “investment of the day”.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:
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.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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