6-28-20 Dollars & Sense: Retirement Income and Goals. My 8 Points in the COVID Recovery Cycle.

28Jun

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: Where’s Your Retirement Income Coming From? What Are Your Goals? And Shares His 8 Points in the COVID Recovery Cycle.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

6-14-20 Dollars & Sense: Outdoor Dining Experience; Have You Stayed ‘Market Patient’, Work-Life Balance, Now I get It

14Jun

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 talks about the Phase 2-Outdoor Dining Experience; Did you stay ‘market patient’ during the shutdown? Work-Life Balance: Now I get it after working from home for months.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Tracking #1-05022284

6-07-20 Dollars & Sense: Phase 2 Reopening Prep, Country’s Humanity is Strong, Stimulus Payments & Scams

7Jun

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 talks about Preparations for Phase 2 Reopening; the Country's Humanity and Stimulus Payments & Scam Warnings.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

 

Tracking #1-05012634

5-24-20 Dollars & Sense: Ever Changing COVID Info Sources’ Feed So What is One To Do?

24May

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 talks about Marc talks about the Ever Changing COVID Info Sources’ Feed , So Do What’s Best to Take Care of You, Let’s Stop the Polarization and Share Some Good Stuff Too.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

 

Tracking #1-05014950

5-17-20 Dollars & Sense: Massachusetts starts to reopen. Are You/We ready?

17May

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 talks about reopening the state and country. Are we/you ready?

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

5-10-20 Dollars & Sense: Happy Mother’s Day. Paychecks: What are we worth? Financial planning reset, review

10May

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 wishes all Mom’s a Happy Mother's Day! Chats about paychecks: What are we worth? Financial planning reset and review.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

Tracking #1-05009298

5-03-20 Dollars & Sense: PPP + Unemployment Stimulus a Disincentive? America’s Savings is Growing during COVID-19

3May

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, Is the Paycheck Protection Program + Unemployment Stimulus Disincentivizing Employees to Get Back on the Job? And are you SAVING MORE? Many are during the pandemic.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

 

Tracking #1-05006391

4-26-20 Dollars & Sense: Spending Less During Quarantine? Business as Usual-ish!

26Apr

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 joins Marc LIVE to talk about how spending has changed during quarantine, and business as usual-ish.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

 

Tracking #1-05003918

4-19-20 Dollars & Sense: Virtual Town Hall, Digital Readiness for New Normal, CARES ACT and Market Updates

19Apr

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 invites you to Freedman Financial’s Remote Video Town Hall and talks about Digital Readiness for today’s new normal, CARES ACT and Market Updates.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

Click here for other PODCASTS.

4-11-20: Success Story - Marc Freedman and CARES Act Overview [Interview]

11Apr

4/11/2020 | Marc Freedman of Freedman Financial shares his story and that of his firm with Chris Boyd of the FPA of MA Wicked Pissah Podcast. With great candor and detail, Marc shares insights into their financial planning approach, marketing techniques, and team composition.  Hear how they have handled communications during market declines and the Coronavirus. Also, Chris and his AMR team share an overview of the CARES Act. Happy Easter & Passover to listeners.

Interviewer: J. Christopher Boyd, CFP®, CASL®
Financial Planner, Chief Investment Officer, & LLC Manager
Asset Management Resources, LLC

 


 

About the Podcast: Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. For more information about the Financial Planning Association (FPA) of MA, email: Admin@FPAMA.org.

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