DOLLARS & SENSE Radio Show, Financial Planning, Financial Tips, Investment Planning, Personal Finance
April 06, 2022

Do you know what your entire financial picture looks like?

Dollars & Sense, Your Financial Picture By Freedman Financial

BROADCAST: Dollars & Sense, 04/03/22

Episode Summary: Marc is live in-studio and asks if you have a full picture of your financial situation… in its entirety? Without it, you don’t have a ‘financial plan’.

SEGMENT 1: (1:25) Having an investment account does not constitute a ‘financial plan’.

(15:50) Capital gains and taxes
SEGMENT 3: (32:10) Now is the time to get serious about financial planning.

Tracking #1-05264828


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.

A full complement of Dollars & Sense broadcasts found here. #Enjoy

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