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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Thursday Oct 30, 2025
Thursday Oct 30, 2025
Our audience has been asking for other voices to join the show for a while now, so we decided to start at the top!
On this VERY SPECIAL episode of Dollars & Sense, Marc is joined by Rich Steinmeier, Chief Executive Officer of LPL Financial. Rich became LPL Financial's CEO in 2024, and before that served as the firm’s Chief Growth Officer.
Listen along as rich details the role he plays day-to-day as CEO, how LPL has changed since he joined, and what LPL’s reputation is within the entire broker-dealer industry
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 #: 812196
Dollars & Sense podcast now streaming on:
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Thursday Oct 23, 2025
Thursday Oct 23, 2025
Earlier this week, Marc received a message from a client with the following question:
“Isn’t an overvalued market in a poorly performing economy a sign of a pending recession or worse?”
Hidden inside that question is a LOT of assumptions. In today’s episode, Marc and Marion give an answer to this question, and it may not be what you think.
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 #: 814921
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Oct 16, 2025
Thursday Oct 16, 2025
Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants clarity, control, and peace of mind. In this episode, we break down the essentials: from understanding what each document actually does, to avoiding costly miscommunications between your intentions and legal execution.
We also explore:
- The role of financial planners vs. attorneys in estate planning
- Why Power of Attorney matters while you're still alive
- Whether complex trust documents are always necessary—or if there's a simpler, low-cost alternative
Tune in for a practical, jargon-free conversation that helps you make smarter decisions about your future.
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 #: 811716
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Oct 09, 2025
Thursday Oct 09, 2025
When you go into retirement, does it make sense to stay in your home? At our office, we have countless examples of clients who stay in their homes for too long while in retirement… causing headaches in other areas of life.
In today’s episode of the show, Marc and Marion discuss how your home is potentially the greatest wealth that you may have in retirement, so what if you unleashed that equity?
Listen along for the pros and cons of selling your home in retirement or staying put.
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 #: 806648
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 25, 2025
Thursday Sep 25, 2025
Marc is back this week from an LPL Financial conference in Hawaii and has a lot to talk about!
After a quick discussion about the differences between the Fortune 500 and S&P 500, Marc and Marion dive into the topic of this week’s episode: What is it that makes you feel “life”?
What if you could create more moments in your life that make you feel like that?
Listen to find out exactly what the duo means.
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 #: 799661
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 18, 2025
Thursday Sep 18, 2025
When many of our clients reach retirement age, they are still thinking about metrics like their credit score and how that will impact their retired life.
But as we kept hearing that, we thought a new metric would not only make more sense, but actually help our clients out on a more practical level.
In this week’s episode, Marion & Christian introduce us to the “Retiree Financial Health Score” and go through how they have come to think about it.
Whether you’re retired now or still have a few decades to go in the workforce, this episode should prove useful.
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 #: 796505
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 11, 2025
Thursday Sep 11, 2025
Have you bought a powerball ticket?
Why does everyone want to buy a powerball ticket when it gets to a $1 billion jackpot?
In today’s episode of the show, Marc and Marion are discussing how even when you come into a large sum of money, whether it’s millions or billions, most people don’t want to change their lifestyle that much.
And they also raise the question of “enough”. How much is that for you? For some people it’s double of what they have, but for most people it’s just a little bit 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 #: 794658
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 04, 2025
Thursday Sep 04, 2025
While the summer is typically a quiet season at our office, that hasn’t been the case this year.
Clients have been consistently stating that it’s been a tough year for the stock market. But is that true?
In today’s episode of the show, Marc and Marion dig into the realization that most of what you’re reading in the news and seeing on TV is for entertainment FIRST, versus giving you a dose of reality as to what is going on.
So how does that inform our financial decisions? Take a listen to find out!
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 #: 790326
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 28, 2025
Thursday Aug 28, 2025
We are still FOCUSed on what we learned from LPL Financial’s national conference earlier in the month.
While we already tackled the question of “what if you could” in regards to retirement, Marc and Marion take a step back this week to look at the big picture?
What if you could find a financial firm that is your financial planner and not just your “investment guy”?
That’s the big question that our team has been diving into with clients in the last few weeks. Make sure you tune in 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 #: 787099
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 21, 2025
Thursday Aug 21, 2025
Marion and Christian are back from sunny San Diego after attending LPL Financial’s national “Focus” conference this week.
And they come into this week’s episode of the show with one question – “What if you could?”
While this is the new slogan currently being used by LPL Financial, it is also the perfect question to ask our clients to help them work towards their future goals. What if they could travel to that destination they’ve always dreamed of, what if they could get that vacation home, what if they could… etc.
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 #: 784430
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean