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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
3 hours ago
3 hours ago
16 min
Fall is in the air, which means it's time for one of Marc and Marion's favorite local traditions: the Topsfield Fair!
In this episode of Dollars & Sense, Marc and Marion sit down to talk about this year's fair, where Freedman Financial is a proud sponsor. They share what visitors can expect at various booths, highlight some of the contests, food, and attractions they're most looking forward to, and discuss the free giveaways available throughout the event.
They also shift gears to cover an important topic for older adults: transportation. As they explore alternative ways to stay mobile and connected, Marc and Marion share practical tips for navigating transportation safely and confidently as we age.
#DollarsAndSense #FinancialPlanning #Retirement Planning #PersonalFinance #FinancialAdvisor #FinancialServices #MeetTheTeam
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A full complement of Dollars & Sense broadcasts found here: https://freedmanfinancial.podbean.com/
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LPL Tracking #: 1182569
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.
Sep 25, 2026
Sep 25, 2026
8 min
Remember when we headed to FOCUS back in July? We brought along a special guest: our newest team member, Corey!
In this episode of Dollars & Sense, Marc sits down with Corey, who is currently in training to become an associate financial advisor with our team, to talk about his role on the team, the skills and perspectives he brings to the firm, and why building meaningful client relationships and incorporating care into all we do remain at the heart of our work.
As the third generation of Freedman’s to join the firm, Corey offers a unique perspective on where we've been, where we're headed, and what continues to make Freedman Financial special.
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LPL Tracking #:1179408
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.
Sep 18, 2026
Sep 18, 2026
15 min
Remember that financial plan you created 10 or 15 years ago?
There's a good chance your life looks different today than it did when you first put that plan on paper.
In this week's episode of Dollars & Sense, Marc and Christian discuss why financial planning isn't a one-time event. Through real client stories, they explore how changing careers, growing families, unexpected opportunities, and shifting priorities can all influence your financial future.
Join Marc and Christian as they share why revisiting your financial plan from time to time can help ensure it keeps up with the life you're living today, not the one you imagined years ago.
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 #: 1175098
Dollars & Sense podcast now streaming on:
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Sep 11, 2026
Sep 11, 2026
18 min
In this week's episode, Marc sits down with Christian to discuss his journey into the financial services industry, how he got started with Freedman Financial, and the experiences that have shaped his career. They also discuss Christian's recent promotion and reflect on the growth and evolution of the firm, the values that continue to drive its success, and what lies ahead for the future.
Join Marc and Christian for an inside look at the people, growth, and vision behind Freedman Financial in this week's 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 #: 1172890
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Sep 4, 2026
Sep 4, 2026
15 min
Gold. Cryptocurrency. Buying a new home.
These are some of the most common questions Marc and Marion hear, and for good reason. With so much information coming at us every day, it can be hard to know what's worth paying attention to and what's just noise. In this week's episode, they discuss how they approach these big financial decisions, drawing on years of experience, real-world lessons, and thoughtful planning. It's an inside look at how smart strategies are built, not from predictions or headlines, but from a clear process and a long-term perspective.
Join Marc and Marion as they break down these timely topics and share practical insights to help you make smarter, more confident financial decisions in this week's 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 #: 1156913
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Aug 28, 2026
Aug 28, 2026
18 min
Would you recognize a financial scam before it's too late?
In this episode of Dollars & Sense, Marc and Marion share a story of a client who came alarmingly close to becoming victims of a sophisticated scam. Fortunately, a few warning signs, some quick action, and the experience that comes from helping families navigate situations like these helped stop the fraud before real damage was done.
The reality is that scammers are getting more convincing every day. That's why knowing what to look for can make all the difference. Listen in as the team walks through what happened, the lessons learned, and a few practical ways to help protect yourself and the people you care about.
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 #: 1163958
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2ZyZWVkbWFuZmluYW5jaWFsL2ZlZWQueG1s
Aug 21, 2026
Aug 21, 2026
14 min
In the latest episode of Dollars & Sense, recorded from sunny San Diego, the Freedman Financial team shares their biggest takeaways from Focus 2026. As they reflect on the conference, one theme stands out: while many advisors have different styles in the approach they take with their clients, Freedman Financial continues to believe that comprehensive, holistic financial planning is the foundation of its approach.
What does that mean for our clients and the families we serve? How does a holistic approach help individuals and families organize and coordinate the many pieces of their financial lives as they approach their retirement years?
Listen to this week's episode to hear the team's reflections from Focus and learn why comprehensive planning remains at the center of everything we do.
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 #: 1159836
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Aug 14, 2026
Aug 14, 2026
12 min
Why do people continue carrying credit card balances when they have the cash to pay them off? In this week's episode of Dollars & Sense, we explore why so many people continue carrying credit card balances even when they have more than enough money in savings to pay them off.
Using a real-life client example, we discuss the psychology behind debt, why people are often reluctant to see their bank account balances decline, and how costly credit card interest can quietly work against long-term financial goals.
While many consumers try to outsmart the credit card companies with different repayment strategies, there's one factor that often gets overlooked: compounding interest. The same force that can help grow your wealth can also erode it when debt enters the equation.
Tune in to learn how shifting your perspective can help put compounding interest to work for you instead of against you.
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 #: 1156913
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Aug 7, 2026
Aug 7, 2026
14 min
Marion is joined by Christian this week to discuss one of the most important milestones in financial planning: preparing for retirement. While many people focus on the excitement of leaving work, they often overlook the critical steps that should be taken before making the transition. Together, they explore the importance of knowing your spending number, understanding your income needs, and creating a plan that supports you long term.
Join Marion and Christian as they break down key retirement planning concepts in clear, practical terms and share insights to help you feel more confident about your financial future in this week's 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 #: 1155907
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jul 31, 2026
Jul 31, 2026
18 min
Marc is joined by Christian this week to discuss one of the newest developments in retirement planning: the Trump Account, a new type of savings account designed to help children and grandchildren under the age of 18 begin building wealth for the future. Together, they explore how the account works, who may benefit most, and whether it has the potential to strengthen the financial outlook for future generations.
Join Marc and Christian as they break down the details in clear, practical terms, examine the opportunities and challenges surrounding this new retirement savings vehicle, and share insights to help families better understand its potential role in long-term financial planning in this week’s 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 #: 1147793
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean