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Dollars & Sense: Your Financial Picture

Dollars & Sense: Your Financial Picture

April 06, 2022
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BROADCAST: Dollars & Sense, 04/03/22

Episode Summary: Marc is live in-studio and asks if you have a full picture of your financial situation… in its entirety? Without it, you don’t have a ‘financial plan’.

SEGMENT 1: (1:25) Having an investment account does not constitute a ‘financial plan’.

SEGMENT 2:
 (15:50) Capital gains and taxes

SEGMENT 3:
 (32:10) Now is the time to get serious about financial planning.



Tracking #1-05272733

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.

A full complement of Dollars & Sense broadcasts found here. #Enjoy


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