02-15-2024 Dollars & Sense, Why Financial Plans Aren’t Likely to go as Planned

2024-02-15

Welcome back to a special edition of Dollars & Sense with your hosts Marc and Marion. We’re excited to launch our first video podcast just for you! We’ve spent some dollars to hopefully make some sense out of this podcast 😉. We hope you’ll continue to follow us as we provide you with financial advice in a language you can understand. As the years have changed, the rules around financial planning and investing, along with the way we think about our financial future, has changed too. There’s a lot of impressions we have that come from o...

As the years have changed, the rules around financial planning and investing, along with the way we think about our financial future, has changed too. There’s a lot of impressions we have that come from our parents and grandparents, so planning in today’s world is far different than it was for previous generations.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about the importance of planning for your plan to not go accordingly all 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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