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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11-10-2022 Dollars & Sense, Back From Baron’s
11-03-22 Dollars & Sense, Recovery Ahead
10-27-22 Dollars & Sense, Year-End Planning
10-20-22 Dollars & Sense, Tough Times for the Markets
10-13-2022 Dollars & Sense, Marc and Marion have Something to Say About the Markets
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
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