36K
Downloads
775
Episodes
Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Thursday Dec 04, 2025
Thursday Dec 04, 2025
In today’s special episode of the show, Marc and Marion are LIVE from Putnam’s Pantry once again for our annual client event. In between enjoying some ice cream and sweets, the duo spends some time breaking down Freedman Financials’ “72 points of contact”, which includes our weekly newsletter, quarterly webinars and much more.
Whether you’re a client of ours or not, this is a great chance to get familiar with what it looks like to do life with Freedman Financial.
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 #: 832501
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday Nov 26, 2025
Wednesday Nov 26, 2025
When you think about beneficiaries, you probably picture loved ones—not the IRS. But taxes can quietly claim a big slice of your legacy if you don’t plan ahead. In this episode, Christian uncovers the hidden role Uncle Sam plays in your estate, explain how estate taxes work, and why knowing your net worth matters. We’ll share practical tips for ensuring your money goes where you want it to go, from setting up a revocable trust to implementing a solid estate plan. If you want to protect your wealth and minimize surprises, this episode is your roadmap.
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 #: 830082
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Nov 20, 2025
Thursday Nov 20, 2025
Throughout the years, we have had clients come to use with this exact situation: “I’m trying to help with my declining parents’ financial stuff. How can you help?”
While this may not be your situation at the moment, almost everyone will at one point have to deal with the accounts, money and consequences of their parent’s financial life.
Join Marion and Christian this week as they dive into this question, shed light on how Freedman Financial works through these conversations and much 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 #: 828077
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Nov 13, 2025
Thursday Nov 13, 2025
As you approach retirement, the familiar rhythms of daily life—your work routine, social circles, and personal rituals—may begin to shift. These changes can feel disorienting, but they also open the door to something new: what Marc and Marion call “the encore” or “Act Three.”
In this episode, the duo explores how retirement isn’t just one long stretch of time, but a dynamic phase filled with opportunities for growth, reinvention, and connection. Tune in as they share
insights on how to thoughtfully prepare for this next chapter, embrace new environments, and build a fulfilling life beyond the workplace.
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 #: 823855
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Nov 06, 2025
Thursday Nov 06, 2025
In this week’s episode of the show, Marc is previewing an upcoming trip he’ll make to Orlando where he’ll be speaking to several financial advisors who are looking to grow their business.
But while many of these advisors are successful, they still may be seen by many of their clients as “the investment guy”.
How do they break out of that stigma? Well… it starts by how they service their clients and how they help their clients decide how they want to utilize their money beyond just the spreadsheet!
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 #: 819806
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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