11-15-20 Dollars & Sense: Year End Tax Planning and Financial Strategies

15Nov

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.  

Marc is live this week and discusses the yearend tax planning and financial strategies including the 401k match, diversification, medical flexible spending plans time line and more.

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

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

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11-08-20 Dollars & Sense: Biden Called Winner-President Elect, Congress Check & Balance Intact

8Nov

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.  

Post election broadcast: Joe Biden President Elect and with Congress’ Check & Balance still Intact, the country will continue to operate. Marc shares some points we need to keep our eyes on and how they could impact go-forward plans.

And a special treat for listeners, Daniella Mammola of Daniella’s Ristorante joins Marc to talk about the recent opening of Daniella's. The restaurant is located under Freedman Financial at 41 Cross Street, Peabody MA.

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

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

_ Tracking# 1-0507784

11-01-20 Dollars & Sense: Washington, Do Your Job! Agree on a stimulus. Listeners use your democratic voice.

1Nov

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.  

During this pre-election broadcast, Marc wonders if Congress  can Do Their Job? He urges listeners to vote! ‘Let us use our collective democratic voice!’ He ends the broadcast with some sage advice given by a friend: ‘Fear passes, what lingers is how you react to it.’

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

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

_ Tracking# 1-05074066 _

10-18-20 Dollars & Sense: Marion Gilman and Christian Karcher of Freedman host

18Oct

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.  

While Marc is away, Marion Gilman and Christian Karcher of Freedman Financial host this week’s broadcast. Topics this week include Social Security, housing costs and financial planning, as well as an interesting chat about 'your money personality'.

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

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

_ Tracking# 1-05068752 _

10-11-20 Dollars & Sense: Long Term Thinking in Financial Plans Matters

11Oct

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 discusses the importance of ‘Long-Term Thinking’ regarding Financial Plans; describes Freedman Financial’s personal and customized planning approach based on an individual’s narrative and opines about the dialogue level in the Senate.

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

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

_ Tracking# 1-05066811_

10-04-20 Dollars & Sense: Freedman Office to Welcome Back our Clients, Get a Handle on Your Financial House

4Oct

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 announces reopening of Freedman Office for client visits on a limited basis. Discusses disappointing Presidential debate and how important it is to be optimistic, staying focused on forward movement and what this means to the market. ‘Get your financial house in order', know what works for you.

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

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

_ Tracking# 1-05063474 _

9-27-20 Dollars & Sense: Hierarchy of Financial Needs

27Sep

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 explains the ‘Hierarchy of Financial Needs’ Step one, get your cash flow under control.

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

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

_ Tracking# 1-05060895 _

9-13-20 Dollars & Sense: Approach to Wobbly Market, Growth vs Value Funds, Asset Allocation

13Sep

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 shares the approach he urges in a ‘wobbly’ market. Discusses market growth vs. value funds and asset allocation.

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

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

_ Tracking# 1-05055969 _

9-06-20 Dollars & Sense: Remaining optimistic, 2020 Presidential election, Marion joins Marc

6Sep

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 why he remains optimistic no matter who wins the 2020 presidential race. Also shares that when buying a stock, it best to identify triggers first, and Marion joins Marc to chat about the market's impact on your portfolio.

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

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

_ Tracking# 1-05053361 _

8-30-20 Dollars & Sense: Rediscovered activities , Christian joins Marc, investing is a long-term strategy

30Aug

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.  

New appreciation for rediscovered & new activities since pandemic. Christian Karcher joins Marc this week. Investing is a long-term strategy.

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

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

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