DOLLARS & SENSE Radio Show, Insurance, Investment Planning, Kids and Money, Life Insurance
May 23, 2021

5-23-21 Dollars & Sense: Ready to Travel Yet?

Buying Life Insurance? Curious about Roth IRA Conversions? By Freedman Financial

* Marc is LIVE this week. He asks if you are ready to travel yet. Do you wonder why people buy Life Insurance? Curious about a Roth IRA Conversion and if converting your IRA makes sense? And Marc shares some financial advice in a language you can understand for the 1st time investor.

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.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking # 1-05147508

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