Dollars & Sense

1-09-2025 Dollars and Sense, Stop Moving the Goal Posts!


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You’ve all heard of the phrase “keeping up with the joneses” and may have even been subject to its influence. But as you start thinking about retirement, it becomes very personal to YOU. 

 

In this week’s episode of Dollars & Sense, Marc & Marion discuss the constant issue of moving the goalposts when it comes to financial and retirement planning. They also discuss the problem of retirees not knowing how to spend their money once they reach retirement. 

 

A full complement of Dollars & Sense broadcasts found here. 

 

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 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 #: 676989

 

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Dollars & SenseBy Freedman Financial

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