6-06-21 Dollars & Sense: Freedman’s Christian Karcher gets married after yearlong COVID delay

6Jun

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.  

Marc is joined by Freedman’s own Christian Karcher. After a yearlong COVID delay, Christian and Jessica get married. Today Marc and Christian chat about financial planning for Newlyweds.

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

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

Tracking# 1-05152449

5-16-21 Dollars & Sense: Helping to make your financial life a little stressful

16May

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.  

* Marc is LIVE this week. * Marc responds to listeners’ financial questions that come into the office. Everything from ‘GRAD gifting’, travel, supply and demand, consumer spending/saving, inflation, and lots more… all in a language you can understand.

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

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

Tracking# 1-05145040

5-09-21 Dollars & Sense: Mother’s Day Edition, Marc’s wife Laura joins the show

9May

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.  

* Marc is LIVE this week. * Marc is joined by his wife Laura, and proud Mom of their 5 fabulous kids. Laura answers and shares ‘Best MOM financial advice ever given or received? ‘

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

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

 

Tracking# 1-05142761

5-02-21 Dollars & Sense: Impact of ‘Financial House’ disruption when spouse passes

2May

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.  

* Marc is LIVE this week. * Marc shares challenges some clients have gone through resulting from the unexpected loss of the family member that managed the finances. In addition to the sadness felt and necessary planning required, imagine realizing that the road to asset transfer is by way of probate? So, is your financial house prepared for a sudden loss? Marc shares what you need to know.

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

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

Tracking# 1-05140082

4-25-21 Dollars & Sense: Reentry Time. Housing market and Cost of Borrowing Money.

25Apr

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.  

* Marc is LIVE this week. * Marc shares his plans to Reenter, Regather and Reconnect with family and friends as we get deeper into the other side of the pandemic threat. He also asks, ‘Has the housing market peaked?’ As well as explains why the cost of borrowing money is so ‘cheap’.

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

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

Tracking# 1-05137665

4-11-21 Dollars & Sense: One year performance likely spectacular, 3-yr performance statement a truer gauge

11Apr

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.  

* Marc is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you keep’.

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

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

Tracking# 1-05132659

3-21-21 Dollars & Sense: Marc’s son Corey shares his story of tenacity on his road to Babson

21Mar

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’s son Corey shares his story of perseverance, tenacity and grit on his road to Babson. Congrats Corey! #JobWellDone. He also gives a first hand account of life as a high school student during COVID.

Here's a treat-> Corey's video 'ALL FOR BABSON' can be found here.

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

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

Tracking# 1-05124659

3-14-21 Dollars & Sense: Stories from callers in recent weeks, sharing advice that matters

17Mar

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 shares the stories from folks who have called the office in recent weeks and gives some advice in a language you can understand. Maybe one of these stories is also your story.

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

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

Tracking#1-05122083

3-07-21 Dollars & Sense Making Sense of Tax Prep, Investment Purchases, Commission Surprise

7Mar

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 helps you make sense of tax preparation, knowing the details of your investment purchases and the commission payout surprise or two… and more. *

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

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

Tracking#1-05119482

2-28-21 Dollars & Sense: Now in retirement- would you maximize spending or leave an inheritance.

28Feb

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.  

* LIVE THIS WEEK * Marc asks the question: “Given the opportunity in retirement would you A). Maximize your spending or B). Leave an inheritance to your children?" Marc shares answers from both sides.

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

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

Tracking# 1-05116862

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