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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
Thursday May 11, 2023
Thursday May 11, 2023
People have been asking us lately what our outlook is on the future, what we think about the government, and a crowd favorite, inflation. It’s amazing how strong individual opinions are on these topics and how it influences their decisions. We also chat about the importance of taking control of your finances today and to avoid being influenced by the way others spend their money. Sounds easy, right?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss how your opinions influence your decision making, why you should avoid keeping up with the Joneses, and taking control of your finances in a language you can understand.
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 #: 436767
Dollars & Sense podcast now streaming on:
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Thursday May 04, 2023
Thursday May 04, 2023
We’ve made it to May! The tulips are in bloom, pool covers are starting to come off, and we all have a beautiful New England summer to look forward to. The weather isn’t the only thing heating up. One of the hot topics this week is the way our government has been spending money. The U.S. could reach its debt ceiling by June 1st. The term “debt ceiling” is thrown around quite a bit, but what does it really mean and how does this affect you?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss our ever-evolving industry, government spending, and the debt ceiling in a language you can understand.
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 #: 434550
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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Wednesday Apr 26, 2023
Wednesday Apr 26, 2023
Spring has finally arrived, the Celtics and the Bruins are doing great in the playoffs, and the curtains are about to open at North Shore Music Theatre! The stock market seems to have stabilized a little bit and isn’t quite as volatile as it was last year.
One of the big questions that we keep getting asked all the time is when is the right time to invest? Is this the right time, was it last year, is 2026 the right time, did we miss the right time? One of the most interesting things is looking back on the performance of our clients’ accounts over the last three, five, ten, fifteen, and even twenty years, and comparing the historical performance reports data. When you stretch it out over longer term horizons, the average number is falling right in the range that we had hoped for.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss timing the market and why long-term investing is favorable in a language you can understand.
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 #: 432192
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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Thursday Apr 20, 2023
Thursday Apr 20, 2023
With tax season officially over (phew!), we wanted to shed some light on some of the most commonly asked tax questions we received this past week. We also dive into an uncomfortable topic that many families are faced with. A recent study by Bankrate.com came out this week that showed 68% of retirees have made a financial sacrifice to help their adult children with money. This is a reality for so many of our clients and listeners. Given the choice to cut back on your retirement lifestyle so that your children could have a better financial life, would you do it? Or do you feel that you should live your retirement to the fullest and whatever money is left over will go to your kids?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss some of the most commonly asked questions from taxpayers and how more and more retirees are supporting their adult children in a language you can understand.
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 #: 430126
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
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Thursday Apr 13, 2023
Thursday Apr 13, 2023
This week we chat about the announcement on inflation. We’re seeing much better numbers coming in now. We’ve all seen inflation declining a little bit and we’ve also seen a lot of prices stabilize. Yes, a lot of the foods we buy cost more than last year, but they haven’t continued to go up. The good news is the cost of eggs are down 11% - finally!
Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss inflation and where the numbers are today in a language you can understand.
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 #: 428022
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
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Wednesday Apr 05, 2023
Wednesday Apr 05, 2023
All the activity around the bank crisis has very much calmed down. The Treasury stepped in pretty quickly to help the banks that were failing and it seems as if people aren’t as worried today. If you think back and ask how come Silicon Valley Bank failed, their problem is they bought Treasury Bonds, which are fully guaranteed by the full faith and credit of the U.S. government.
We’re also just a week and a half away before Uncle Sam starts looking for your tax money. Tune in as we discuss expectations and how to manage your expectations in a language you can understand.
Listen to what Marc and Marion have to say in this week’s episode of Dollars & Sense to learn more.
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 #426017
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 30, 2023
Thursday Mar 30, 2023
Today we’re going to talk about something that may be the most deceiving perspective that anyone could offer to you right now, especially when it relates to market performance. If you ask someone walking on the street these days how their investment portfolio is doing right now, chances are there’s not a giant Cheshire Cat smile going across their face. However, if I were to tell you that some of the best annualized performance is coming from your three-year statement right now, you may not believe me.
Also, we discuss retirement account beneficiaries and why your spouse may not be the best candidate.
Listen to what Marc and Christian have to say in this week’s episode of Dollars & Sense to learn more.
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 # 424266
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 23, 2023
Thursday Mar 23, 2023
It’s no surprise that the media had played a part in the mass hysteria surrounding banks “supposedly failing” over the past few weeks. After the initial shock wore off, we began to see this was far more of a media event than it was an impact to your pocketbook event. The media had a field day with this.
Realistically, when you hear a bank fails, it doesn’t necessarily mean they ran out of money. It means that they don’t have the liquidity right now to hand you your cash.
Listen to what Marc and Marion have to say in this week’s episode of Dollars & Sense to learn more.
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 #421856
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 16, 2023
Thursday Mar 16, 2023
Very rarely we get to say we have an exciting time in the world of finance, but last week we saw the failure of a bank… Silicon Valley Bank to be exact. Bank failures can feel scary to say the least, however, it is important to know the FDIC was designed for moments like this.
The FDIC guarantees deposits up to $250,000 per depositor, per insured bank. This means that if a bank fails, the FDIC will step in and ensure you get you money back (up to the insured limit that is.)
Listen to what Marion and Christian have to say in this week’s episode of Dollars & Sense to learn more.
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 #419619
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
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Thursday Mar 09, 2023
Thursday Mar 09, 2023
Ah budgeting… the financial equivalent of dieting. It is not a fun word, but it is necessary.
Knowing how much you spend is such an important factor in any sound financial plan. Your spending habits impact all pieces of your financial puzzle - from retirement, to investing, to saving, and everything in between.
This week on Dollars & Sense, Marion is joined by our Director of Financial Planning, Christian Karcher to discuss how to review and track your spending.
… and just a reminder, don’t forget to spring your clocks forward this weekend!
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 #417153
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean