8-02-20 Dollars & Sense: Financial Responsibility & Planning; CFP Designation Importance; Needs vs Wants

2Aug

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 how being financially responsible includes knowing where applicable docs are and planning for the unexpected. In this era of a pandemic it’s time to think about Needs vs. Wants.

*** 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.

 

__

 

7-19-20 Dollars & Sense: Market Rationale; Investments and Your Financial Plan; Christian Karcher

19Jul

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 in taking a rational approach in today’s market. Marc is joined by Christian Karcher to talk about Freedman Financial’s approach to investments and your financial plan.

*** 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 #1-05035880

 

7-12-20 Dollars & Sense: Reopening; Financial Tips in COVID-19 ERA; Christian Karcher joins Marc

12Jul

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 MA’s cautious reopening; Financial Planning Tips amidst COVID-19 ERA; Freedman’s own Christian Karcher Joins Marc.

*** 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 #1-05032274

6-28-20 Dollars & Sense: Retirement Income and Goals. My 8 Points in the COVID Recovery Cycle.

28Jun

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 asks: Where’s Your Retirement Income Coming From? What Are Your Goals? And Shares His 8 Points in the COVID Recovery Cycle.

*** 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.

6-14-20 Dollars & Sense: Outdoor Dining Experience; Have You Stayed ‘Market Patient’, Work-Life Balance, Now I get It

14Jun

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 the Phase 2-Outdoor Dining Experience; Did you stay ‘market patient’ during the shutdown? Work-Life Balance: Now I get it after working from home for months.

*** 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 #1-05022284

6-07-20 Dollars & Sense: Phase 2 Reopening Prep, Country’s Humanity is Strong, Stimulus Payments & Scams

7Jun

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 Preparations for Phase 2 Reopening; the Country's Humanity and Stimulus Payments & Scam Warnings.

*** 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 #1-05012634

5-24-20 Dollars & Sense: Ever Changing COVID Info Sources’ Feed So What is One To Do?

24May

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 Marc talks about the Ever Changing COVID Info Sources’ Feed , So Do What’s Best to Take Care of You, Let’s Stop the Polarization and Share Some Good Stuff Too.

*** 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 #1-05014950

5-17-20 Dollars & Sense: Massachusetts starts to reopen. Are You/We ready?

17May

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 reopening the state and country. Are we/you ready?

*** 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.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

5-10-20 Dollars & Sense: Happy Mother’s Day. Paychecks: What are we worth? Financial planning reset, review

10May

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 wishes all Mom’s a Happy Mother's Day! Chats about paychecks: What are we worth? Financial planning reset and review.

*** 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.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

Tracking #1-05009298

5-03-20 Dollars & Sense: PPP + Unemployment Stimulus a Disincentive? America’s Savings is Growing during COVID-19

3May

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 asks, Is the Paycheck Protection Program + Unemployment Stimulus Disincentivizing Employees to Get Back on the Job? And are you SAVING MORE? Many are during the pandemic.

*** 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.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

 

Tracking #1-05006391

- Older Posts »