More and more people are ready to begin financial planning and have reached out to our team to see if we’re the right fit. We always enjoy a good interview session and thought it would be fun to share with you some of the questions that are being asked of us and then share how we answer them. By the end of this podcast, you might think Freedman Financial is the right firm for you – we sure hope you do!
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about important questions you should ask a financial advisor during your consultation in a language you can understand.
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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SECURE ACT: Impact on Wealth Transfer (1/5/20-s4), Dollars & Sense
SECURE ACT: Impact on Beneficiaries (1/5/20-s3), Dollars & Sense
1-05-20 Dollars & Sense: SECURE ACT-Setting Every Community Up for Retirement Enhancement-what it means
SECURE ACT: Impact on RMD (1/5/20-s1), Dollars & Sense
12-29-19 Dollars & Sense: Prep for being an empty nester, are you gramping?
12-22-19 Dollars & Sense: Prudent holiday spending; did you max your 401k in 2019?
12-08-19 Dollars & Sense: Living longer could impact your inheritance plans.
12-01-19 Dollars & Sense: What are your expenses? Are your kids ready for Adulting? Financial Literacy. What is a Fudiciary?
11-17-19 Dollars & Sense: What are you doing with your money every month?
11-10-19 Dollars & Sense: Ageing for Life, ‘Encore Living’, Togetherness Math
11-03-19 Dollars & Sense: Marion Gilman joins Marc for broadcast
10-27-19 Dollars & Sense: Investment Strategies and Income Streams during Retirement
10-13-19 Dollars & Sense: Empty Nesters keeping kids on the payroll-market movement and you
9-22-19 Dollars & Sense: What are you spending, the Need for an Emergency Fund
9-15-19 Dollars & Sense: Outlook for the Rest of the Year, Open Minded Retirement Planning
9-08-19 Dollars & Sense: Guest Marion Gilman-Exec VP Partner at Freedman Discussing the Market
8-18-19 Dollars & Sense: Biggest Retirement Decision, Biggest Investment Mistake, Value of Historical Performance
8-11-19 Dollars & Sense: Need for Emergency Fund, Market Volatility and the S&P 500
8-04-19 Dollars & Sense: ‘College Days’ Financing Tuition Considerations, Don’t Forget the Beneficiary
7-28-19 Dollars & Sense: Lessons Learned from the book 'The Richest Man in Babylon'
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