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Financial Planning Tips to Kick Off the New Year
We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees.
Here is a sneak peek of some of the topics discussed:
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 #: 847821
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
We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees.
Here is a sneak peek of some of the topics discussed:
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 #: 847821
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean