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10-17-2024 Dollars and Sense, Don't Worry About the Short-Term
“The long term is only a collection of short-term time frames.” How does one stay involved in the short term while also maintaining a long-term vision?
That, and much more, is the topic for Marc and Marion in this week’s edition of Dollars & Sense. Listen along as they discuss the several complexities of financial planning as you approach retirement age and how the Freedman emphasis on simplicity and longevity is used to aid their clients.
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 #: 644491
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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By Freedman Financial
5
66 ratings
“The long term is only a collection of short-term time frames.” How does one stay involved in the short term while also maintaining a long-term vision?
That, and much more, is the topic for Marc and Marion in this week’s edition of Dollars & Sense. Listen along as they discuss the several complexities of financial planning as you approach retirement age and how the Freedman emphasis on simplicity and longevity is used to aid their clients.
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 #: 644491
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean