2-27-2025 Dollars and Sense, A Portfolio That Lets You Sleep At Night

It’s not uncommon for people to claim that their financial plan is to “beat the market”. But what does that mean? And does it align with the goals that we have for our clients at Freedman Financial? 

On this week’s episode of Dollars & Sense, Marc and Marion discuss the difference in investing for the long term versus a strategy of day-to-day (or even year-to-year) growth.  

Listen along as the two discuss this and much more – including Marc’s BIG update to his driving routine. 

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 #: 701047

 

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