10-24-2024 Dollars and Sense, Making the Most of Employee Benefits

What are the slices of the financial planning “pie”? 

In this week’s episode of Dollars & Sense, Marc and Marion go through the other aspects of financial planning that you should have in place in order to create a comfortable lifestyle throughout an expected retirement. Listen along as they discuss the several roles that a financial advisor can play in their client's lives. 

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 #: 647661

 

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