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.
Tracking #: 452176
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
7-11-21 Dollars & Sense: Rational Outlook Through the Lens of Freedman Financial
6-27-21 Dollars & Sense: Best way to manage investments… STICK TO YOUR PLAN
6-20-21 Dollars & Sense: Reality Check '1' Year After COVID Shutdown
6-06-21 Dollars & Sense: Freedman's Christian Karcher gets married after yearlong COVID delay
5-16-21 Dollars & Sense: Helping to make your financial life a little stressful
5-09-21 Dollars & Sense: Mother’s Day Edition, Marc's wife Laura joins the show
5-02-21 Dollars & Sense: Impact of 'Financial House' disruption when spouse passes
4-25-21 Dollars & Sense: Reentry Time. Housing market and Cost of Borrowing Money.
4-11-21 Dollars & Sense: One year performance likely spectacular, 3-yr performance statement a truer gauge
3-21-21 Dollars & Sense: Marc’s son Corey shares his story of tenacity on his road to Babson
3-14-21 Dollars & Sense: Stories from callers in recent weeks, sharing advice that matters
3-07-21 Dollars & Sense Making Sense of Tax Prep, Investment Purchases, Commission Surprise
2-28-21 Dollars & Sense: Now in retirement- would you maximize spending or leave an inheritance.
2-21-21 Dollars & Sense: Dad and Daughter Money Talk. The Marc and Mindy Show.
2-14-21 Dollars & Sense: Valentine’s Day edition. Marc’s Wife Laura Joins the broadcast #ValentineFun
2-07-21 Dollars & Sense: How much money comes in & goes out of your household? Do you know?
1-31-21 Dollars & Sense: Game Stop? Hedge Funds? Short Sell? Short Squeeze? Reddit? Huh!?
1-24-21 Dollars & Sense: Moving forward in 2021. Are You Getting Rational Financial Advice?
1-17-21 Dollars & Sense: Booking Vacations? Sure! Hopeful? You Bet! Remain ‘Market Calm’
12-20-20 Dollars & Sense: Last LIVE show of 2020, Social Security, Taxes, RMDs and more
Create your
podcast in
minutes
It is Free
Navigating Life After 40
Teaching Learning Leading K-12
Regenerative Skills
The Jordan B. Peterson Podcast
The Mel Robbins Podcast