08-29-2023 Dollars & Sense, Why Your Investment Structure Matters More Than the Investments Themselves

In this episode of Dollars and Sense, Marc and Marion are back in the office to share valuable planning pointers addressing common financial and investment issues clients are currently facing. This week, they explore real-life scenarios that extend beyond simply choosing the right or wrong investments. 

Tune in to discover how you can ensure your financial legacy is passed on smoothly and avoid common pitfalls that could create challenges for your loved ones. 

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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