03-21-2024 Dollars & Sense, How Acting as a Fiduciary Benefits You

If you’re looking for financial advice in a language you can understand, then Dollars & Sense is the perfect podcast for you.

 

It’s always interesting to us how many folks think that a financial advisor primarily talks about how best to invest your money. We’re here to bust that myth because that’s not really what we do at Freedman Financial. Now don’t get us wrong, we do invest money, and might we add, we pay close attention to what we invest that money in. However, that is not the main focus of our conversations with clients because we like to take a much more holistic view of your life and your financial situation.   

 

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about how acting as a fiduciary can benefit you, all in a language you can understand.

 

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 #: 556740

 

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