05-17-2024 Dollars & Sense, Don’t Sink Your Financial Plan

2024-05-16

What do you think are the most common causes of a derailed financial plan? You might be surprised by what you find. In this week’s episode of Dollars and Sense, Marc and Christian dive into the crucial topic of how financial plans can go off course. It's easy to believe that external factors like the economy, political events, or market fluctuations are the biggest threats to a solid financial strategy. But what if the true risks are actually within our control? Tune in to this week’s episode of Dollars & Sense as Marc and Christian sha...

What do you think are the most common causes of a derailed financial plan? You might be surprised by what you find.

In this week’s episode of Dollars and Sense, Marc and Christian dive into the crucial topic of how financial plans can go off course. It's easy to believe that external factors like the economy, political events, or market fluctuations are the biggest threats to a solid financial strategy. But what if the true risks are actually within our control?

Tune in to this week’s episode of Dollars & Sense as Marc and Christian share the top reasons why your financial plan might be at risk and how you can steer clear of them.

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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