Thanks for joining us for our last episode of Dollars & Sense in 2023! We hope you all enjoyed your Christmas holiday like we did!
With the market being up, we’ll end 2023 on a very positive note, which is great considering what a volatile year it’s been. Morningstar, which is an independent rating service with a heavy focus on mutual funds, put out a story on the type of advice financial advisors are giving to clients as they’re approaching retirement. Once the paychecks stop rolling in, your spending habits generally change to adjust to your new monthly income.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion answer the three questions posed in the recent Morningstar piece about how they help clients as they near retirement in a language you can understand.
A full complement of Dollars & Sense broadcasts found here.
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.
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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