7-18-21 Dollars & Sense: Your Monthly Expenses Are Likely Higher Than You Think

18Jul

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 asks: “Do you know what your monthly expenses are?” If the answer is YES, he cautions that you are likely underrepresenting that number. “It is likely higher than you think.” If the answer is NO, then he urges you to make yourself aware of that actual output. He also wonders if you confuse ‘tax rate & taxes’ with ‘income and assets’.

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

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

Tracking# 1-05169699

7-11-21 Dollars & Sense: Rational Outlook Through the Lens of Freedman Financial

11Jul

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 shares an observation: ‘Investors have become complacent?’. He urges that You Ignore the Noise! Marc gives you an outlook through a rational lens, and not the news headlines. Focus on the horizon, and not the waves in the ocean.

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

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

Tracking# 1-05166612

6-27-21 Dollars & Sense: Best way to manage investments… STICK TO YOUR PLAN

27Jun

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 how it is best to manage your investment expectations. The market will always go up and down. Time and time again STICKING TO YOUR PLAN is the best strategy. Speculative investing is not a sound strategy. Marc also reminds folks to never underestimate the power of the resources they have.

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

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

Tracking# 1-05160865

6-20-21 Dollars & Sense: Reality Check ‘1′ Year After COVID Shutdown

20Jun

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.  

On this Father’s Day, Marc is joined by business partner Marion Gilman. Marc and Marion give their listeners a ‘market reality check’ one year after the COVID shutdown. Stay Steady. Don’t chase the speculators’ counsel, stick to your plan.  And, they ask, do how to plan for the unexpected?

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

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

Tracking# 1-05157936

6-06-21 Dollars & Sense: Freedman’s Christian Karcher gets married after yearlong COVID delay

6Jun

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 joined by Freedman’s own Christian Karcher. After a yearlong COVID delay, Christian and Jessica get married. Today Marc and Christian chat about financial planning for Newlyweds.

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

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

Tracking# 1-05152449

5-16-21 Dollars & Sense: Helping to make your financial life a little stressful

16May

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. * Marc responds to listeners’ financial questions that come into the office. Everything from ‘GRAD gifting’, travel, supply and demand, consumer spending/saving, inflation, and lots more… all in a language you can understand.

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

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

Tracking# 1-05145040

5-09-21 Dollars & Sense: Mother’s Day Edition, Marc’s wife Laura joins the show

9May

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. * Marc is joined by his wife Laura, and proud Mom of their 5 fabulous kids. Laura answers and shares ‘Best MOM financial advice ever given or received? ‘

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

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

 

Tracking# 1-05142761

5-02-21 Dollars & Sense: Impact of ‘Financial House’ disruption when spouse passes

2May

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. * Marc shares challenges some clients have gone through resulting from the unexpected loss of the family member that managed the finances. In addition to the sadness felt and necessary planning required, imagine realizing that the road to asset transfer is by way of probate? So, is your financial house prepared for a sudden loss? Marc shares what you need to know.

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

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

Tracking# 1-05140082

4-25-21 Dollars & Sense: Reentry Time. Housing market and Cost of Borrowing Money.

25Apr

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. * Marc shares his plans to Reenter, Regather and Reconnect with family and friends as we get deeper into the other side of the pandemic threat. He also asks, ‘Has the housing market peaked?’ As well as explains why the cost of borrowing money is so ‘cheap’.

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

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

Tracking# 1-05137665

4-11-21 Dollars & Sense: One year performance likely spectacular, 3-yr performance statement a truer gauge

11Apr

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. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you keep’.

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

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

Tracking# 1-05132659

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