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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
19 minutes ago
19 minutes ago
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
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PodBean
7 days ago
7 days ago
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
Jul 24, 2026
Jul 24, 2026
17 min
Marc is joined by Marion this week to answer some of the most common questions they’ve been hearing from clients about financial marketing, media messaging, and how to become a more informed consumer. Together, they explore the growing volume of advertisements, promotions, and financial offers that land in our inboxes every day. They discuss how investors can take greater control over what communications they receive and what deserves their attention. Their conversation highlights the importance of critical thinking and maintaining perspective when evaluating the financial stories and trends dominating the news cycle.
Join Marc and Marion as they break down the marketing messages competing for your attention, uncover the value hidden in the fine print, and provide helpful insights for becoming a more confident and informed consumer 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 #: 1135985
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jul 17, 2026
Jul 17, 2026
15 min
Investments are only one piece of your financial picture.
In this episode of Dollars & Sense, Marion & Christian explore how life insurance fits into a retirement strategy, the difference between term and permanent coverage, and whether your insurance still serves a purpose as you move into the second half of life. Learn how to evaluate what you have today and whether it still supports your long-term goals.
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 #: 1138635
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Youtube Music
TuneIn + Alexa
Pandora
PodBean
Jul 10, 2026
Jul 10, 2026
16 min
Marc is joined by Marion this week for a reflective conversation following America’s 250th birthday celebration, using the milestone as an opportunity to look at how much has changed—and how much has stayed the same—over the generations. Together, they discuss the rapid pace of modern life, how technology has transformed the way news and information spread, and the growing differences in opinions and perspectives shaping conversations across the country.
They explore areas where financial thinking remains rooted in the past. From long-standing money habits and outdated financial assumptions to lessons passed down from one generation to the next, Marc and Marion examine how some traditional approaches continue to influence decision-making today—sometimes for better and sometimes for worse.
Join Marc and Marion as they reflect on the evolution of our society, challenge generational money myths, and offer practical insights to help you build a financial strategy that is grounded in both wisdom and modern realities 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 #: 1135985
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora