Episode Summary: Marc is live in studio this week. APRIL is Financial Literacy month and dedicated the entire broadcast to the subject. Marc is joined by Christian Karcher, CFP®, Director of Financial Planning, and Marion Gilman, CFP®, Executive Vice President and Partner to discuss FINANCIAL LITERACY.
SEGMENT 1: (1:18) How do people think about Money?! Christian spotlights the level the paradigm of keeping cash has changed
SEGMENT 2: (16:48) What is an investor to do when inflation is higher than interest?
SEGMENT 3: (33:31) Focus on knowing how money comes and goes out of the household. Don’t think of it as a budget… think of it as a financial plan. ‘Live within your means’.
SEGMENT 4:(46:12) Strategies as to how you can build a financial plan to get yourself ready for your financial future.
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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 offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
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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