This week Marc discusses the importance of ‘Long Term Thinking’ regarding Financial Plans; describes how Freedman Financial customizes a financial plan based on ‘your story’ and opines about the dialogue level in the Senate.
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.
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Economists and pundits predicted that the baby boomer generation’s retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between January 2020 and May 2021.1 But while retirement is a much-anticipated stage of...
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BROADCAST: Dollars & Sense, 05/08/2022 Episode Summary: Marc is joined by his wife Laura for a special Mother’s Day broadcast. During this segment, Marc and Laura discuss the best piece of financial advice listeners have received from their mothers, aunts, and grandmas. Marc and Laura also share advice they have received from...
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BROADCAST: Dollars & Sense, 05/01/2022 Episode Summary: Marc is live in studio this week and is joined by Christian Karcher, CFP®, Director of Financial Planning. During this show, they discuss the questions you should be asking to prepare for transitioning to retirement. SEGMENT 1: (1:18) Where do you want to...
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