10-03-2024 Dollars and Sense, ”Why Keeping it Simple Makes You Smahter!”

2024-10-03

“Complexity makes you sound intelligent, but simplicity makes you money” In this week’s episode of Dollars and Sense, Marc and Marion discuss one of the core components of the Freedman Financial philosophy, simplicity. They discuss the overabundance of financial advice and strategy out in the marketplace and how it distracts most investors from what their actual goals may be. Listen for Marc and Marion’s anecdotal stories of how a emphasis on simplicity has helped them serve clients well throughout their careers. A full complem...

“Complexity makes you sound intelligent, but simplicity makes you money”

In this week’s episode of Dollars and Sense, Marc and Marion discuss one of the core components of the Freedman Financial philosophy, simplicity. They discuss the overabundance of financial advice and strategy out in the marketplace and how it distracts most investors from what their actual goals may be.

Listen for Marc and Marion’s anecdotal stories of how a emphasis on simplicity has helped them serve clients well throughout their careers.

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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