Broker Check
Dollars & Sense: Finding a Financial Advisor That Makes Sense for You

Dollars & Sense: Finding a Financial Advisor That Makes Sense for You

May 18, 2023

The debt ceiling conversation has been hot and heavy this week. The only thing different this time around is how close will we get to midnight the night of the deadline before they strike a deal. There's been an intensified use of sensationalism with the media. Folks, keep in mind that when you watch the news and scroll through your social media feeds that everybody now is in the entertainment business and not in the information and news business.

In a book that I wrote, Retiring for the Genius, I talk about finding an advisor that makes sense for you. Find an advisor who is a Certified Financial Planner (CFP®), who acts as a fiduciary by placing your best interest first, and who takes the times to understand what your entire financial life looks like and what your goals are.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss the debt ceiling deadline going to the bottom of the ninth and the importance of finding a financial advisor that makes sense for you 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.

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 #: 438965

Dollars & Sense podcast now streaming on:
Apple Podcastspreviously known as iTunes
Google Podcasts
TuneIn + Alexa