freedmanfinancial

11-10-2022 Dollars & Sense, Back From Baron’s

During this week's episode of Dollars & Sense, Marc and Marion discuss the Baron Conference and some of the highlights from the event, including a surprise question and answer from the one and only Elon Musk!

 

We also touch on how the stock market may be impacted by the results of this week's midterm elections.

 

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 #386094

Dollars & Sense podcast now streaming on:
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11-03-22 Dollars & Sense, Recovery Ahead

Marc and Marion are currently at the Baron Conference. We cannot wait to share what they have to say and tell you all about the fabulous entertainment when we return.

 

This week on Dollars & Sense, we discuss why now is a good time to consider investing for the long-term, rising interest and CD rates, uncertainty in the economy, and how this Tuesday's election could impact the markets.

 

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.

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean

10-27-22 Dollars & Sense, Year-End Planning

Marion and Marc are back on the air- Join us for a quick 10-15 podcast that focuses on "Financial Advice in a Language You Can Understand®."

 

This we discuss important year-end tax planning tips, changes to retirement contributions for 2023, charitable giving facts, and how we're managing investment portfolios as we head towards the end of the calendar year.

 

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 #383002

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
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10-20-22 Dollars & Sense, Tough Times for the Markets

This year has been tough for the markets to say the least. In fact, this has been the toughest year for the bond market in particular in the last 40 years!

 

This is largely in part due to the FED raising interest rates. So, how long will it take to recover? Find out what we have to say in our latest episode of Dollars & Sense.

 

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 #381971

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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10-13-2022 Dollars & Sense, Marc and Marion have Something to Say About the Markets

Let's face it, the pullback in the stock market has been a bit unnerving. Yes. We're fielding calls, but most folks are simply looking for a rational perspective during these challenging economic times. And in the spirit of keeping our clients and newsletter subscribers connected with us, we felt it was time to jump back in the studio and provide a little 'Financial Advice in a Language You Can Understand.®' 

 

During this edition of Dollars & Sense, we are answering three important questions:

1. Should I be selling out now based on today's market conditions?
2. How low can the market go?
3. If you are already doing so, are you still well-positioned to continue taking distributions while the market is down?

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 #1-05336999

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
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TuneIn + Alexa
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06-26-2022 Dollars & Sense, Answering Listener’s Questions

BROADCAST: Dollars & Sense, 06/26/2022

Episode Summary: Marc is joined by his wife Laura to read listener’s questions. The answers he offers might surprise you.

SEGMENT 1: (1:54) Marc answers your questions regarding cashing out on portfolios and sitting on the sidelines until things get better. Also... what is going on with gas prices?

SEGMENT 2: (16:57) Housing prices are up, the cost of food is outrageous, and airline tickets are through the roof! Who is to blame for the economic mess that we are in?

SEGMENT 3: (31:24) What should I be doing with the remainder of my savings after I have saved enough for emergency funds?  

SEGMENT 4: (43:29) How is it possible to NOT worry when my investment portfolio is down?

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 #1-05298785

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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06-19-2022 Dollars & Sense, Best (and Worst) Financial Advice From Dad

BROADCAST: Dollars & Sense, 06/19/2022
Episode Summary: During the first half of the show, Marc is joined by his business partner Marion to discuss the Fed’s recent decision to increase interest rates. In the second half, Marc’s kids surprise him for Father’s Day by sharing the best and worst financial advice they have ever received from him.

 

SEGMENT 1: (00:49) What is the Fed going to do with interest rates, what does that mean for the economy, and should long-term investors be concerned?

SEGMENT 2: (14:25) The Fed announced it will increase interest rates by .75% to try to combat inflation… so what does this mean for the average person and for the markets?

SEGMENT 3: (31:11) Happy Father’s Day! Marc’s kids discuss the best (and worst) financial advice they have ever received from their dad.  

SEGMENT 4: (46:20) Some nuggets of fatherly financial advice are timeless, while others do not age as well. Marc’s children continue to share the best and worst advice they have received from their dad.

 

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 #1-05296767

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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06-12-2022 Dollars & Sense, Who’s to Blame for the State of Our Economy?

BROADCAST: Dollars & Sense, 06/12/2022

Episode Summary: During this episode of Dollars & Sense, Marc discusses who the REAL culprits are to blame for this new economic paradigm shift in America. You may be surprised by his thoughts.

 

SEGMENT 1: (1:54) For experienced investors, the fact that the market is down should not be shocking. However, new investors have not experienced the ups AND DOWNS of the market yet. It is important to remember investing is not a get-rich-quick scheme. Neither life nor the markets move in only one direction.

SEGMENT 2: (16:12) Perhaps the reason we are all a little more down lately is because we place blame and focus on what we cannot control. We have created an environment for younger generations that is our own doing. For example, have you taught your kids how to “adult”? Until we change, we create the problem. Pointing the blame to someone else needs to be tossed out the window.

SEGMENT 3: (31:03) What is the most important piece of your financial puzzle? Is it the corner? The middle? The edges? ...it is actually the cover of the box. How can you put your life together when you do not have a big picture of that should look like?

SEGMENT 4: (43:49) We need to do a better job at preparing for our financial future. We cannot continue to step in for our children who overspend. What is it that YOU want to do in retirement? Make the most out of your life and start celebrating you!

 

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 #1-05293848

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
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05-22-2022 Dollars & Sense, How to Make Rational Investment Decisions During Emotional Times

BROADCAST: Dollars & Sense, 05/22/2022

Episode Summary: On this episode of Dollars & Sense, Marc Freedman, CFP® and Marion Gilman, CFP® continue the discussion on strategies for managing your investment portfolio in the midst of market turbulence, rising interest rates and skyrocketing inflation.

 

SEGMENT 1: (00:49) Investing should be a long term commitment.

SEGMENT 2: (15:30) Where did the free bread go? The stock market going up and down is just one of the many challenges we will face in life. Another is the current car inventory situation. However, there are ways to work around this.

SEGMENT 3: (31:30) Hope is not a strategy. You should live well within your means. Do not spend what you one day hope to have, only spend based on your current income today.

SEGMENT 4: (43:50) Who benefits the most from working with a financial professional?

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 #1-05285652

 

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean

05-15-2022 Dollars & Sense, Market Turbulence, Rising Interest Rates, & Skyrocket Inflation

BROADCAST: Dollars & Sense, 05/15/2022

Episode Summary: Marc Freedman, CFP® and Marion Gilman, CFP® discuss strategies for managing your investment portfolio in the midst of market turbulence, rising interest rates and skyrocketing inflation.

 

SEGMENT 1: (00:49) Learn about some exciting changes at Freedman Financial and how to make rational investment decisions during emotional times.

SEGMENT 2: (17:02) Answering your questions: What is contributing to marketing volatility? Are we overdue for a market correction? How to bonds work? … And more!

SEGMENT 3: (32:13) We are living in times of high anxiety, and the crazy housing market is currently a cause of this.

SEGMENT 4: (42:20) How does Freedman Financial build the confidence of a nervous investor?

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 #1-05282249

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean