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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
Thursday Oct 10, 2024
Thursday Oct 10, 2024
Do you know what your net worth is? Even if you do... do you know where it ranks amongst U.S. households?
In today’s episode of Dollars and Sense, Marc and Marion discuss how the topic of net worth can often cause confusion with clients, whether it’s determining what theirs is or how it compares nationally and regionally. Tune in also for a discussion around the Freedman Financial philosophy of building something with our clients that is deeper than just the “investment of the day”.
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 #: 641626
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Thursday Oct 03, 2024
Thursday Oct 03, 2024
“Complexity makes you sound intelligent, but simplicity makes you money”
In this week’s episode of Dollars and Sense, Marc and Marion discuss one of the core components of the Freedman Financial philosophy, simplicity. They discuss the overabundance of financial advice and strategy out in the marketplace and how it distracts most investors from what their actual goals may be.
Listen for Marc and Marion’s anecdotal stories of how a emphasis on simplicity has helped them serve clients well throughout their careers.
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 #: 639793
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 26, 2024
Thursday Sep 26, 2024
Some topics are harder to talk about than others. For example, what happens when someone gets ill, needs additional care, gets close to passing away or even passes away unexpectedly?
While not fun to think about, these are financial realities that many of our clients have faced over the years.
In this week’s episode of Dollars & Sense, Marc and Christian discuss what proper estate planning can entail for individuals and families, different types of power of attorney, plus the importance of knowing how your different accounts are registered and how your estate plan works when you’ll need it.
Don’t miss out on this important episode.
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 #: 633439
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 19, 2024
Thursday Sep 19, 2024
Did you know that many people leave their old 401(k)s or life insurance policies with outdated beneficiaries, only to have their assets go to someone they no longer intended?
In this week’s episode of Dollars & Sense, Marc and Christian are diving into the critical importance of keeping your beneficiary designations up to date. They share real-life stories of how these oversights can cause unintended consequences and how you can ensure your financial legacy is passed on exactly as you wish.
Don’t miss it—this could save your family from future confusion and heartache!
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 #: 630217
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 12, 2024
Thursday Sep 12, 2024
As summer comes to a close and fall peaks its head out, many may be looking to make a change in this new season. For some, that means exploring their retirement options. But retirement isn't just a quick decision, especially if your employer presents you with several retirement options.
In this episode of Dollars and Sense, Marc and Marion walk through the three major pension options that most employees have to decide between during their careers (if they apply). They also discuss the differences between how a pension works in retirement versus a traditional retirement account.
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 #: 625611
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 05, 2024
Thursday Sep 05, 2024
School is back in session, but is your kid ready for a crash course in financial adulting?
In this episode of Dollars and Sense, Marc and Marion dive into the realities of back-to-school season and what it means for parents and their children. As your children head back to class and college, it's an ideal time to think about how we teach the next generation about money.
Tune in as we discuss the importance of instilling financial responsibility early on and share insights on how parents can guide their children toward becoming financially independent adults. Join this week’s thoughtful discussion filled with practical tips on preparing your kids for financial adulthood.
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 #: 623256
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 29, 2024
Thursday Aug 29, 2024
In this episode of Dollars and Sense, Marc and Marion are back in the office to share valuable planning pointers addressing common financial and investment issues clients are currently facing. This week, they explore real-life scenarios that extend beyond simply choosing the right or wrong investments.
Tune in to discover how you can ensure your financial legacy is passed on smoothly and avoid common pitfalls that could create challenges for your loved ones.
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 #: 620797
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 22, 2024
Thursday Aug 22, 2024
Join us for another special edition of Dollars & Sense, broadcasted right from the floor of the LPL Focus Conference in San Diego, California!
Marc and Christian recap their break-out session entitled, Financial Planning: The Secret to a 99%, 20-Year Client Retention where they revealed the strategies behind their remarkable 99% client retention rate over the past 20 years. They dive deep into the financial planning process that has kept clients loyal and engaged, from the first phone call to the initial consultation. Discover how Freedman Financial builds lasting relationships and delivers financial planning that truly resonates.
Tune in to learn the steps you can take to foster strong client connections and maintain trust over the long haul.
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 #: 618117
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 15, 2024
Thursday Aug 15, 2024
Join us for a special live edition of Dollars and Sense as we broadcast straight from the LPL Financial Focus Conference in San Diego, CA!
Marc and Marion dive into the latest financial insights, sharing key takeaways from several of the dynamic speakers at the conference.
In this episode, we explore the potential impacts of the Federal Reserve’s anticipated interest rate cuts and what they could mean for your investments. From the short-term market jitters to long-term opportunities, we break it all down in a language you can understand. Tune in for the latest straight from the floor of one of the industry’s most exciting events!
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 #: 616107
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 08, 2024
Thursday Aug 08, 2024
In our latest episode, we dive into a provocative question: Is your behavior more critical to your investing success than your intelligence?
Join us as we discuss why not sweating the small stuff and focusing on your investing behavior can lead to better financial outcomes. We explore the importance of maintaining discipline, sticking to your investment strategy, and avoiding emotional decisions that can derail your long-term financial goals.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion give practical tips and to help you manage your investment behavior regardless of the political climate. Don’t miss this insightful discussion that promises to reshape the way you think about investing!
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 #: 612106
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean