12-12-2024 Dollars and Sense, Buying Flexibility For the Future

As we roll into December, Marc and Christian have end of year planning on their mind in today’s episode of Dollars & Sense. Listen along as the two discuss the impact of capital gains distributions for 2024 taxes, plus a discussion into the generational divide when it comes to savings.  

Christian provides insight into his discussions with Freedman’s younger clients and how they approach retirement savings versus those who are closer to actual retirement.  

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 #: 668967

 

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