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.
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.
Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial. 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 is found here. #Enjoy
Tracking #1-1-05264828
Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/
Listen to the Dollars & Sense podcast: https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense
Don’t forget to sign-up for our weekly newsletter, Planning Pointers: Sign-up found at the bottom of every page at: https://www.freedmanfinancial.com/
If you have a question or a topic that you would like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
--
Dollars & Sense is 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.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
_________________________
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.
Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
3-08-20 Dollars & Sense: Marion joins Marc to discuss market swings; impact of COVID-19 and Politics
02-23-20 Dollars & Sense: Sometimes you just need to spend in retirement and why
02-16-20 Dollars & Sense: Scott Maybor from Sr Benefits Boston second half of show
02-09-20_Dollars & Sense: Marion Gilman joins Marc to discuss market movement
02-02-20_Dollars Sense: ASK What can or can't I control in my financial decisions
01-26-20_Dollars Sense_Do you know where everything is and its worth
01-19-20_Dollars Sense_Marion Gilman joins Marc Freedman on air
1-12-20 Dollars & Sense: SECURE ACT-How it will impact you
SECURE ACT: Impact on Small Business Retirement Plan Offering (1/5/20-s2), Dollars & Sense
SECURE ACT: Impact on Wealth Transfer (1/5/20-s4), Dollars & Sense
SECURE ACT: Impact on Beneficiaries (1/5/20-s3), Dollars & Sense
1-05-20 Dollars & Sense: SECURE ACT-Setting Every Community Up for Retirement Enhancement-what it means
SECURE ACT: Impact on RMD (1/5/20-s1), Dollars & Sense
12-29-19 Dollars & Sense: Prep for being an empty nester, are you gramping?
12-22-19 Dollars & Sense: Prudent holiday spending; did you max your 401k in 2019?
12-08-19 Dollars & Sense: Living longer could impact your inheritance plans.
12-01-19 Dollars & Sense: What are your expenses? Are your kids ready for Adulting? Financial Literacy. What is a Fudiciary?
11-17-19 Dollars & Sense: What are you doing with your money every month?
11-10-19 Dollars & Sense: Ageing for Life, ‘Encore Living’, Togetherness Math
11-03-19 Dollars & Sense: Marion Gilman joins Marc for broadcast
Create your
podcast in
minutes
It is Free
In the Great Khan’s Tent
Visualize Meditations
The No-Frills Teacher Podcast
The Jordan B. Peterson Podcast
The Mel Robbins Podcast