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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
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
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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
Thursday Mar 27, 2025
Thursday Mar 27, 2025
“Will my Social Security run out tomorrow?” NO!
Amidst all the market and economic news of the past few weeks, the topic of Social Security has slowly but surely carved out a space in the discourse. With panic among those who are relying on Social Security, we decided to dedicate this week’s episode to the topic.
There is going to be changes to Social Security. How will it impact those that are collecting Social Security now or those who will soon collect?
Listen along for all that, 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 #: 713508
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 20, 2025
Thursday Mar 20, 2025
With the downturn in the markets dominating the news cycle, Marc & Marion are dedicating today’s episode of Dollars & Sense to a market overview and how you should be approaching what’s going on.
The main thing to remember: no matter how many times people say “this time it’s different”, it’s probably not!
Listen along as the duo go through the year-to-date performance of the “magnificent 7”, what’s going on with the bond market and how international stocks are responding to everything.
Doom and gloom may sell, but it’s not the approach that you’ll get from Freedman Financial.
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 #: 711654
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 13, 2025
Thursday Mar 13, 2025
Is there such thing as a money rule that applies to almost everyone? Marc may have found it... in fact he found eight!
In this week’s episode of the show, Marc & Marion look into the “8 Non-Negotiable Money Rules” that can apply to anyone’s financial situation. Whether it’s 1925 or 2025, these rules seem to stand the test of time.
Listen along as they give anecdotes from their own lives on how they apply these rules and how it has helped them with clients.
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 #: 707536
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 06, 2025
Thursday Mar 06, 2025
You may have seen the claim that the Social Security trust fund will run out in 2030s.... Is that a possibility?
In today’s episode of Dollars & Sense, Marc and Marion dive right into the tricky topic of Social Security, including what it is for, how it started, and how people in certain age brackets should think about it.
And they even dive into the question of what reform to the Social Security program could look like if it ever happens.
Listen along for this can’t-miss episode.
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 #: 702978
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Feb 27, 2025
Thursday Feb 27, 2025
It’s not uncommon for people to claim that their financial plan is to “beat the market”. But what does that mean? And does it align with the goals that we have for our clients at Freedman Financial?
On this week’s episode of Dollars & Sense, Marc and Marion discuss the difference in investing for the long term versus a strategy of day-to-day (or even year-to-year) growth.
Listen along as the two discuss this and much more – including Marc’s BIG update to his driving routine.
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 #: 701047
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Is $1 million the right amount to retire? What about $2 million?
Maybe we’re asking the wrong question... In today’s episode of Dollars & Sense, Marc and Marion discuss the most important question when it comes to your lifestyle in retirement.
And no, it’s not “what is your number.” Listen along as the duo dispel some retirement myths and talk about some of their conversations with clients on this topic.
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 #: 699209
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean