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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
4 days ago
4 days ago
Marion is back for this week’s episode of the show after a much-deserved vacation. During her time off, she noticed the overwhelming number of driverless cars she saw in service in the West Coast…
As her and Marc ponder whether recent advancements in technology are a “good” thing, it gets them thinking about how everyone has different perspectives on large topics, especially finances.
But one thing that the Freedman team is consistent on is having liquidity when in retirement. Curious what they mean? Listen to the full episode to find out.
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 #: 748852
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Thursday May 29, 2025
Thursday May 29, 2025
With Marion out on vacation this week, Marc is tapping in Christian for today’s episode and even let him pick the topic!
At our office, we often hear a phrase like “I was at work and my colleague told me about this…”
More often than not, it’s something about the markets, financial advice, or economic panic. But is the water cooler a better place to make financial decisions than with your advisor? We discuss in this special episode of Dollars & Sense.
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 #: 745277
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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Thursday May 22, 2025
Thursday May 22, 2025
“If only I had this much money, then I could retire.”
At a certain point, money can buy happiness, but it’s typically if you don’t have shelter, food, can’t clothe your children…
In today’s episode of the show, Marc and Marion discuss how happiness is a fickle marker of success when it comes to your personal finances. Often, it’s comparison that robs people of happiness versus actual financial wellbeing. Tune in to learn more.
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 #: 742741
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 15, 2025
Thursday May 15, 2025
At Freedman financial, we believe that “hope” should never be your core strategy for your financial plan. “I hope I can get a better job, save more money, my 401k does better than it did last year.” Realistically, what can you do to manifest these hopes? Almost nothing!
On today’s episode of the show, Marc & Marion discuss the hopes and fears that the stock market has produced this year and that, even with all the noise, things seem to be going along as usual. They discuss the games that people try to play with their financial plan and how their firm is not interested in playing games…
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 #: 740167
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Monday May 12, 2025
Monday May 12, 2025
It’s impossible to know everything when it comes to personal financial decisions, and that is one of the biggest mistakes we see with some new prospects that want to work with Freedman Financial.
In today’s information economy, many think that they can know everything about investment performance, retirement strategy and more. The truth is, you can never fully understand everything.
In today’s episode of the show, Marc & Marion go over one of their favorite adages – “you don’t know what you don’t know”.
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 #: 735006
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 01, 2025
Thursday May 01, 2025
With May college graduations right around the corner, thousands of newly minted graduates will be getting their first professional paychecks soon.
Among all the “firsts” that come with the jump into the professional workplace, one that many graduates don’t expect is the necessity of understanding their retirement plan options.
In today’s episode of the show, Marc and Marion dive into the intricacies of the 401(k) plan, including the difference between a Traditional and Roth 401(k), how employer matches work and what investment options you may have.
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 #: 730511
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Apr 24, 2025
Thursday Apr 24, 2025
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
Thursday Apr 17, 2025
Thursday Apr 17, 2025
We rarely get calls when things are going well… but when things aren’t doing so hot in the markets – that’s when we hear from more of our clients than normal.
With the recent announcement of tariffs and the economic response to it, Marc & Marion are going back to core principles in today’s episode of the show.
The duo discuss how the current economic events compare to past experiences the firm has had in it’s lifespan, most specifically the 2008 financial crisis. They then explain the lessons learned from that experience two decades ago and how it’s shaping the way they take care of client’s portfolios now.
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 #: 724877
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Apr 10, 2025
Thursday Apr 10, 2025
With April being Financial Literacy Month, Marc and Christian are dedicating this week’s episode to one of the things people can struggle the most to understand about their financial situation – taxes!
It doesn’t matter if you make $1 million dollars or $6 dollars an hour, there’s one thing all of us have to do: pay taxes.
The problem is that taxes and how to manage your tax situation is totally misunderstood among the general population.
Listen along as Marc and Christan discuss common misconceptions about your own taxes, what to know when it comes to filing season, how to think about withholdings, taxes in retirement and so much more.
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 #: 718696
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Apr 03, 2025
Thursday Apr 03, 2025
How much experience do you have with what to do when someone close to you dies? For most people, the death of a spouse or significant other may be the first or ONLY time in their life that they have to deal with it directly and financially.
In today’s episode of the podcast, Marc and Marion go through some of the most common advice they give when it comes to handling the death of a spouse or loved one. They discuss the importance of beneficiaries, how beneficiaries override what’s in a will, life insurance and more.
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 #: 716279
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean