04-24-2022 Dollars & Sense, Financial Literacy Month

BROADCAST: Dollars & Sense, 04/24/22

Episode Summary: Marc is live in studio this week. APRIL is Financial Literacy month and dedicated the entire broadcast to the subject. Marc is joined by Christian Karcher, CFP®, Director of Financial Planning, and Marion Gilman, CFP®, Executive Vice President and Partner to discuss FINANCIAL LITERACY.

SEGMENT 1: (1:18) How do people think about Money?! Christian spotlights the level the paradigm of keeping cash has changed.

SEGMENT 2: (16:48) What is an investor to do when inflation is higher than interest?

SEGMENT 3: (33:31) Focus on knowing how money comes and goes out of the household.  Don’t think of it as a budget… think of it as a financial plan. ‘Live within your means’.

SEGMENT 4: (46:12) Strategies as to how you can build a financial plan to get yourself ready for your financial future.

 

SPECIAL EPISODE ADDITIONS: FINRA Foundation study, Testing the Effectiveness of Financial Education Across 76 Randomized Experiments, found here https://www.finrafoundation.org/sites/finrafoundation/files/Financial-Education-Matters-Testing-Effectiveness-Financial-Education_1.pdf

 

FINRA Financial Capability Quiz, found here. https://www.usfinancialcapability.org/

Tracking #1-05272733

A full complement of Dollars & Sense broadcasts can be found here. #Enjoy

• 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. &nubs;

*** 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.