Financial Planning Tips to Kick Off the New Year

from Dollars & Sense · host Freedman Financial

We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees. Here is a sneak peek of some of the topics discussed: Stop focusing on your portfolio and start focusing on the money that comes into the house Put your money on a timeline versus a pie chart How long you plan to live MATTERS for your financial plan 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 #: 847821 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

What this episode covers

We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees. Here is a sneak peek of some of the topics discussed: Stop focusing on your portfolio and start focusing on the money that comes into the house Put your money on a timeline versus a pie chart How long you plan to live MATTERS for your financial plan 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 #: 847821 Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

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Financial Planning Tips to Kick Off the New Year

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This episode is 14 minutes long.

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This episode was published on January 15, 2026.

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