9-30-18 Dollars & Sense: Pros and cons of trusts

30Sep

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about the pros and cons of trusts.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

9-23-18 Dollars & Sense: State of the market, some must haves in your portfolio

23Sep

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about the state of the market and some must have additions to your portfolio.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

9-16-18 Dollars & Sense: What you can keep and what you can shred

16Sep

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about what you can keep and what you can shred.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

9-09-18 Dollars & Sense: Minimum distribution requirements in retirement

9Sep

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about minimum distribution requirements in retirement.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

9-02-18 Dollars & Sense: Smart education investments

2Sep

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about smart education investments.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

8-26-18 Dollars & Sense: Important things to ask when dealing with a financial advisor

26Aug

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about important things to ask when dealing with a financial advisor, and what happens during a review meeting.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

8-19-18 Dollars & Sense: Financial habits to work into your life today with son Jerry

19Aug

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about financial habits to work into your life today with his son Jerry Freedman.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

8-12-18 Dollars & Sense: Recaps LPL conference

12Aug

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc recaps some positives a negatives from the LPL conference.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

8-05-18 Dollars & Sense: Marc at the LPL National Conference

5Aug

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc is at the LPL National Conference.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

7-29-18 Dollars & Sense: Changing rates on savings bonds and more

29Jul

00:0000:00

Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand™”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

This week Marc talks about the changing rates on savings bonds and more.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

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