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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04-13-2023 Dollars & Sense, Announcement on Inflation
4-6-2023 Dollars & Sense, U.S. Government Saves SVB and Time’s Ticking to Pay Uncle Sam
03-30-2023 Dollars & Sense, Short-term Performance and Your Retirement Account Beneficiaries
03-23-2023 Dollars & Sense, What the SVB Failure Means and the Media’s Role
03-16-2023 Dollars & Sense, Time to Check Your Bank Accounts!
03-09-2023 Dollars & Sense, How to Review & Track Your Spending
03-02-2023 Dollars & Sense, The Implications of Financially Supporting Your Adult Children
02-23-2023 Dollars & Sense, Do You Have Inflation Protection on Your Money?
02-16-2023 Dollars & Sense, How Artificial Intelligence is Changing the World
02-09-2023 Dollars & Sense, Will You Pull a Tom Brady?
02-02-2023 Dollars & Sense, Ease Your Retirement Fears
01-26-2023 Dollars & Sense, Have a Plan in Place
01-19-2023 Dollars & Sense, Hints of Improvement
01-12-2023 Dollars & Sense, Finding the Right Strategy for You
01-05-2023 Dollars & Sense, You Can’t Predict the Markets
12-29-2022 Dollars & Sense, New Year, New Rules?
12-22-2022 Dollars & Sense, Ending 2022 With Good News
12-14-2022 Dollars & Sense, Moving Forward
12-09-2022 Dollars & Sense, Year-End is Quickly Approaching...
12-01-2022 Dollars & Sense, Goodbye 2022
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