EPISODE · Apr 24, 2025 · 15 MIN
4-24-2025 Dollars and Sense, The Retirement Equation
from Dollars & Sense · host Dollars & Sense
This week, Marc & Marion are breaking down “The Retirement Equation”, which is the six different components of your life that help signal your retirement plan. More clearly, it breaks down your financial and retirement planning into two buckets: what you can control versus what you can. Listen along as the Freedman Financial team breaks down controllables like spending and savings, while also highlighting the things out of our control like tax policy and what government officials are in office. At the end of the day, this week’s episode further highlights the Freedman Financial ethos – long term financial planning. 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 #: 727442 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean
What this episode covers
This week, Marc & Marion are breaking down “The Retirement Equation”, which is the six different components of your life that help signal your retirement plan. More clearly, it breaks down your financial and retirement planning into two buckets: what you can control versus what you can. Listen along as the Freedman Financial team breaks down controllables like spending and savings, while also highlighting the things out of our control like tax policy and what government officials are in office. At the end of the day, this week’s episode further highlights the Freedman Financial ethos – long term financial planning. 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 #: 727442 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean
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4-24-2025 Dollars and Sense, The Retirement Equation
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