12-05-21 Dollars & Sense, Holiday Gift Budget & When is Your Investment a Taxable Event?
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.This week Marc asks, ‘What is your holiday budget?’ And wonders if you are buying thoughtfully by way of performing ‘creative’ price comparison shopping strategies? He’ll share a couple of tips that may help. He also shares the importance and circumstances surrounding when an investment becomes a taxable event.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you would like answered, e-mail it directly to Marc at email@example.com.
Tracking # 1-05219693
06-26-2022 Dollars & Sense, Answering Listener’s Questions
06-19-2022 Dollars & Sense, Best (and Worst) Financial Advice From Dad
06-12-2022 Dollars & Sense, Who’s to Blame for the State of Our Economy?
05-22-2022 Dollars & Sense, How to Make Rational Investment Decisions During Emotional Times
05-15-2022 Dollars & Sense, Market Turbulence, Rising Interest Rates, & Skyrocket Inflation
05-08-2022 Dollars and Sense, Mother’s Day Special ft. Laura Freedman
05-01-2022 Dollars & Sense, Questions You Should Ask to Prepare for Retirement
04-24-2022 Dollars & Sense, Financial Literacy Month
04-10-22 Dollars & Sense, Capital Gains Resulting in Unexpected Tax Payment
04-03-22 Dollars & Sense, Know What Your Complete Financial Pic Looks Like?
03-06-22 Dollars & Sense, Long Term Impact Due to Geopolitical Events
02-20-22 Dollars & Sense, Russia’s impact on the market; Let’s control what we can
02-13-22 Dollars & Sense, Couples & Money. Special guest, Laura, Marc’s wife.
02-06-22 Dollars & Sense, 10th Anniversary Show streamed LIVE, with Marc, Marion & Christian
1-23-22 Dollars & Sense, Traveling in a World of Covid, with Guest Rick Carlson
1-16-22 Dollars & Sense, Market volatility is Normal. Be rational during emotional times.
12-19-21 Dollars & Sense, Christian joins Marc: Holding Ourselves Accountable
12-12-21 Dollars & Sense, Marion joins Marc: Focus on your time horizon, not the choppy waters
11-21-21 Dollars & Sense, Rules for Gifting Money… Gift Tax, Capital Gains, UGMA vs. UTMA
German Stories | Learn German with Stories
Private Practice With Soul™
The Optimistic Curmudgeon
The Jordan B. Peterson Podcast
The Jordan Harbinger Show
Copyright © 2006-2022 Podbean.com