Remember that financial plan you created 10 or 15 years ago?
There's a good chance your life looks different today than it did when you first put that plan on paper.
In this week's episode of Dollars & Sense, Marc and Christian discuss why financial planning isn't a one-time event. Through real client stories, they explore how changing careers, growing families, unexpected opportunities, and shifting priorities can all influence your financial future.
Join Marc and Christian as they share why revisiting your financial plan from time to time can help ensure it keeps up with the life you're living today, not the one you imagined years ago.
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.
Tracking #: 1175098
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