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.
6-24-18 Dollars & Sense: Keeping your eyes on the horizon
6-17-18 Dollars & Sense: The changing state of stocks and investments over the years
6-10-18 Dollars & Sense: Real Estate: Rising mortgage costs and capital gains
6-03-18 Dollars & Sense: Marian Gillman joins Marc: Discussing State of the Market
5-27-18 Dollars & Sense: Live from the Credit for Life Fair
5-20-18 Dollars & Sense: Relative Income
5-12-18 Dollars & Sense: Advice from MOMs on Mother's Day.
5-6-18 Dollars & Sense: State of bonds, proper investments
4-29-18 Dollars & Sense: Challenges for Investors
4-22-18 Dollars & Sense: Understanding Tax Returns, Tips for Managing Portfolio
4-15-18 Dollars & Sense: Financial Reality Checks for Young Adults
SPECIAL: Freedman Financial Celebrates 50th Anniversary, Interview with Marc Freedman
4-08-18 Dollars & Sense: Financial Education in Schools with David Florene and Marian Clancy
4-01-18 Dollars & Sense: Placing Trades in the Market IRAs and More
3-25-18 Dollars & Sense: Logistics of Succeeding in the Market
3-18-18 Dollars & Sense: Changes to Consider this Tax Season, Timeless Retirement Planning Strategies
3-11-18 Dollars & Sense: Modern Day Retirement, the Longevity Dividend
3-4-18 Dollars & Sense: Getting Value at Disney, State of the Market
2-25-18 Dollars & Sense: Marion Gillman Discusses the Benefits of Delaying Retirement
2-18-18 Dollars & Sense: State of the Market, Rebalancing your Portfolio and More
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