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4-11-21 Dollars & Sense: One year performance likely spectacular, 3-yr performance statement a truer gauge
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
* Marc is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you keep’.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].
Tracking# 1-05132659
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By Freedman Financial
5
66 ratings
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
* Marc is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you keep’.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].
Tracking# 1-05132659