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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Sunday Jan 16, 2022
Sunday Jan 16, 2022
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 that everyone ‘RELAX’. What goes up, must come down. So relax when the markets drop. Remember that you’re investing for the long term. Here’s a key reminder: ‘Stock market returns have been extraordinary, with the S&P 500 Index up close to 30% in 2021.’*
*https://www.cnbc.com/2021/12/30/bull-markets-biggest-hopes-for-2022-rest-with-millennial-millionaires.html
*** 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 # 1-05234109
Sunday Dec 19, 2021
Sunday Dec 19, 2021
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 Christian Karcher, the Director of Financial Planning at Freedman Financial joins Marc to discuss the importance of us holding ourselves accountable for all of our actions, not just those associated with our financial health. Marc also reflects on the headlines from 10 years when his first Dollars & Sense broadcast hit the air.
*** 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 # 1-05224792
Sunday Dec 12, 2021
Sunday Dec 12, 2021
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 Marion Gilman joins Marc to discuss how you can best position yourself for your financial future... the takeaway… ‘Focus your sights on your time horizon and not the choppy waters that periodically pop up.’ Weather the storms. Staying in the market over time, versus trying to time the market, is more prudent.
*** 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 #1-05222217
Sunday Dec 05, 2021
Sunday Dec 05, 2021
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, ‘What is your holiday budget?’ And wonders if you are buying thoughtfully by way of performing ‘creative’ price comparison shopping strategies? He’ll share a couple of tips that may help. He also shares the importance and circumstances surrounding when an investment becomes a taxable event.
*** 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 # 1-05219693
Sunday Nov 21, 2021
Sunday Nov 21, 2021
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 shares many of the important rules surrounding ‘gifting money’. You need to know what happens in advance of the gifting. Gift by way of a charitable contribution, to an adult family member or minor. What’s the gift tax exclusion? What’s the capital gains tax? … and more. Be in the financial 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 # 1-05215572
Sunday Nov 14, 2021
Sunday Nov 14, 2021
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 in-studio this week. Marc shares real-life finance stories covering everything from the importance of ‘paying yourself first’, ‘price you pay for convenience, ‘living within your means’, the importance of a ‘healthcare proxy’, and ‘power of Attorney’.
*** 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 # 1-05213639
Sunday Oct 31, 2021
Sunday Oct 31, 2021
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 Marion to discuss how no matter the financial impact on the markets resulting from a crisis, we have successfully found our way to the other side. Decades of one crisis after another from the Dot Com bust, to 911, the Financial Crisis, and COVID-19… financial markets rebound on the other side.
*** 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 # 1-05207802
Sunday Oct 24, 2021
Sunday Oct 24, 2021
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 joined by Christian Karcher. Together they discuss the 15 Personal Finance lessons we can all learn from a year-plus of COVID.
*** 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 #1-05205298
Sunday Oct 17, 2021
Sunday Oct 17, 2021
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 talks about storing docs in the cloud. It saves space and it’s easy to organize, however… when it comes to your tax forms KEEP A HARD COPY! You don’t want to miss anything when filing. He also chats about RMDs and Social Security.
*** 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 #1-05203432
Sunday Oct 03, 2021
Sunday Oct 03, 2021
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 Oy Vey does he have lots to say. Marc is quite excited to share his joy that the Topsfield Fair is OPEN where he has been managing, with Laura the B’nai B’rith Booth since 2011. Jamie O’Brien, GM for the fair will be Marc’s special guest this week. Marc jabbers on with his unique style of animation to share his thoughts about the chronic complaining going on these days. “Be responsible, budget, pre-plan, and stop complaining.” Listen in for that.
*** 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 #1-05198159