Marc is live this week and asks the question: ‘Do you have an investment person, or do you have a financial planner?’ Many say that the COVID shutdown left them thinking that their financial picture was way TOO COMPLICATED. Too many things SCATTERED about to the point of confusion. Then they wonder if their family could manage it… or even find everything if left on their own. Marc shares a potpourri of ideas to address this and more. BONUS NOTE: Marc gives you a mouthwatering description of what his ‘Oy Vey’ sandwich creation is all about.
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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