Dollars & Sense

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

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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:
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Apple Podcasts, previously known as iTunes
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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:
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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
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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
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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
Google Podcasts
TuneIn + Alexa
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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
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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
Google Podcasts
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
Pandora
PodBean