Dollars & Sense

12-29-2022 Dollars & Sense, New Year, New Rules?

It is hard to believe, but we have reached our final podcast of 2022!

We had high hopes for this year, and don't get us wrong, there were definitely some wonderful moments! However, the Stock Market hit an all-time high on January 4th, then... well... you know the rest. That is why we like to remind our clients you cannot expect the market to always trend positively, you just have to plan for the dips!  

During this week’s episode of Dollars & Sense, Marc and Marion discuss what exactly is going up, and what is going down, when it comes to interest rates and some interesting factors included in the Secure 2.0 Act (including new rules around RMDs.)

Wishing you a happy, healthy, & prosperous New 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 #397189

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12-22-2022 Dollars & Sense, Ending 2022 With Good News

We are approaching the end of what many would see as a "cruddy year" for the markets. But we have some good news — consumer confidence is at the highest it has been all year!

What this tells us is that consumers are not overly worried about a deep, prolonged recession. The media can instill unnecessary fear. Do not fall victim to scary headlines, soundbites, and clickbait!  

With January right around the corner, maybe now is a good time to get a second opinion... 'in a language you can understand!'

 

Wishing everyone happy holidays and new 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 #396264

Dollars & Sense podcast now streaming on:
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12-14-2022 Dollars & Sense, Moving Forward

It's the holiday season - and so refreshing to see more and more people doing their shopping in person and virtual holiday events becoming a thing of the past!

 

During this episode of Dollars & Sense, Marc and Marion discuss inflation, unemployment rates, bonds vs saving accounts, and investing for the long term. 

 

So, what is next for your financial plan? End-of-year is a great time to revisit your investment strategy based on your 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  #394353

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
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12-09-2022 Dollars & Sense, Year-End is Quickly Approaching...

Tune in for an informal conversation with Marc and Marion as they share perspectives on preparing for the end of the year. You can count on them to deliver "Financial Advice in a Language You Can Understand®."

 

This week they discuss the state of the economy, charitable planning ideas, tax savings tips, and why you shouldn't be stressing out over the gifts you still haven't purchased. That's a lot of information in 15 minutes - but they seem to squeeze in a bunch of really interesting stuff.

 

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  #392651

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
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12-01-2022 Dollars & Sense, Goodbye 2022

2022 was a tough year for traditional stock and bond markets; and it's no wonder many folks are looking for a fresh start for 2023. It's our belief that we're headed for better economic times. But let's face it - market performance is something we really can't control. Here's what you CAN CONTROL. Take some time to reflect on all the good that has happened over the year. Celebrate with family. Plan adventures. Laugh. Indulge. Smile and Hug (after all there was a time we couldn't even do that!)

 

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  #390732

Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
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11-17-2022 Dollars & Sense, Special Edition with Marc & Christian

It is important to remember market downturns typically correlate with uncertainty in the world, and we are STILL living in uncertain times.

 

During this week’s episode of Dollars & Sense, Marc and Christian shine some light on current-day issues for those who are most worried- new retirees.

 

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  #387921

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

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
Google Podcasts
TuneIn + Alexa
Pandora
PodBean

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
Pandora
PodBean