11-21-2024 Dollars and Sense, How To Get Better Value Fro...

What this episode covers

What is the difference between working with Freedman Financial versus one of the national investment management companies? In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one of its clients. Instead of just focusing on investment management for a specific fee, they look at every aspect of their client’s financial plan, helping craft unique portfolios and relationships for each person and family they serve. 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 #: 660499 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

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Frequently Asked Questions

How long is this episode of Dollars & Sense?

This episode is 18 minutes long.

When was this Dollars & Sense episode published?

This episode was published on November 21, 2024.

What is this episode about?

What is the difference between working with Freedman Financial versus one of the national investment management companies? In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one...

Can I download this Dollars & Sense episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.