EPISODE · Jan 16, 2025 · 15 MIN
1-16-2025 Dollars and Sense, What Has Been Your Best and Worst Investment?
from Dollars & Sense · host Dollars & Sense
With Marc on vacation this week, Marion is joined by Christian to discuss a very interesting topic - client's best and worst investments! Listen along as Christian and Marion give insight into the two most common "best investments" that clients tell them about, plus the one that is most commonly thought of as a "worst" investment. Do you agree with their choices? 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 #: 681836 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean
What this episode covers
With Marc on vacation this week, Marion is joined by Christian to discuss a very interesting topic - client's best and worst investments! Listen along as Christian and Marion give insight into the two most common "best investments" that clients tell them about, plus the one that is most commonly thought of as a "worst" investment. Do you agree with their choices? 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 #: 681836 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean
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1-16-2025 Dollars and Sense, What Has Been Your Best and Worst Investment?
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