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.
05-01-2022 Dollars & Sense, Questions You Should Ask to Prepare for Retirement
04-24-2022 Dollars & Sense, Financial Literacy Month
04-10-22 Dollars & Sense, Capital Gains Resulting in Unexpected Tax Payment
03-06-22 Dollars & Sense, Long Term Impact Due to Geopolitical Events
02-20-22 Dollars & Sense, Russia’s impact on the market; Let’s control what we can
02-13-22 Dollars & Sense, Couples & Money. Special guest, Laura, Marc’s wife.
02-06-22 Dollars & Sense, 10th Anniversary Show streamed LIVE, with Marc, Marion & Christian
1-23-22 Dollars & Sense, Traveling in a World of Covid, with Guest Rick Carlson
1-16-22 Dollars & Sense, Market volatility is Normal. Be rational during emotional times.
12-19-21 Dollars & Sense, Christian joins Marc: Holding Ourselves Accountable
12-12-21 Dollars & Sense, Marion joins Marc: Focus on your time horizon, not the choppy waters
12-05-21 Dollars & Sense, Holiday Gift Budget & When is Your Investment a Taxable Event?
11-21-21 Dollars & Sense, Rules for Gifting Money… Gift Tax, Capital Gains, UGMA vs. UTMA
11-14-21 Dollars & Sense, Sharing Real-Life Financial Scenarios In a Language You Can Understand
10-31-21 Dollars & Sense, Marion Joins Marc to Discuss Getting to the Other Side of Crisis
10-24-21 Dollars & Sense, Christian Joins Marc to Discuss Finance Lessons Learned During COVID
10-17-21 Dollars & Sense, Don’t Go Paperless with Your Tax Stuff
10-03-21 Dollars & Sense, Topsfield Fair. Where’s Your Money-What’s it Worth? Stop Complaining!
09-26-21 Dollars & Sense, Good time of Year to Get Your Financial House in Order
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