BROADCAST: Dollars & Sense, 05/01/2022
Episode Summary: Marc is live in studio this week and is joined by Christian Karcher, CFP®, Director of Financial Planning. During this show, they discuss the questions you should be asking to prepare for transitioning to retirement.
SEGMENT 1: (1:18) Where do you want to travel to and live during retirement?
SEGMENT 2: (17:00) What am I going to do with my free time during retirement?
SEGMENT 3: (25:22) Am I going to spend money the same way in retirement that I am today?
SEGMENT 4: (32:33) What is my tax rate going to be in retirement?
SEGMENT 5: (45:46) What does my current estate plan look like?
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.
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.