07-04-2023 Dollars & Sense, Adapting to Unforeseen Transitions

2024-07-04

Have you ever had your retirement plans unexpectedly disrupted? A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming. Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial planners can provide peace of mind and...

Have you ever had your retirement plans unexpectedly disrupted?

A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming.

Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial planners can provide peace of mind and ensure you're prepared for any twist life may throw your way.

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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