03-06-22 Dollars & Sense, Long Term Impact Due to Geopolitical Events

6Mar

BROADCAST: Dollars & Sense, 03/06/22

Episode Summary: Marc is live in-studio and discusses February investment statements, the market impact caused by Geo Politics, welcomes Ryan Detrick from LPL and, ‘Going Green’ with your tax docs.

SEGMENT 1: (1:18) ‘Don’t open your February investment statements’.

SEGMENT 2: (17:34) Ryan Detrick, CMT, Senior Market Strategist from LPL joins Marc. [LPL Street View content found here: https://www.youtube.com/channel/UCpHA66weGt-2yyETrfeDAyg]

SEGMENT #3: (33:31) Going Green! Paperless investment statements=GOOD, Paperless tax documents=NOT!

SEGMENT #4: (48:07) How will the sanctions on Russia impact my portfolio?

A full complement of Dollars & Sense broadcasts found here. #Enjoy

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Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/ 

Listen to the Dollars & Sense podcast: https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense 

Don’t forget to sign-up for our weekly newsletter, Planning Pointers: Sign-up found at the bottom of every page at: https://www.freedmanfinancial.com/ 

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

--

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. &nubs;

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

_________________________

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.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

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

02-20-22 Dollars & Sense, Russia’s impact on the market; Let’s control what we can

20Feb

BROADCAST: Dollars & Sense, 02/20/22 Episode Summary: Marc is live in-studio and discusses what to expect in the markets considering Russia’s military movement, and what it means to be a fiduciary.

  • SEGMENT 1: (1:14) Should Russia’s military movement make you nervous about the market? No BUT…
  • SEGMENT 2: (18:27) Marc chats about ‘things you can control’.
  • SEGMENT #3: (34:18) Learn what Freedman Financial delivers for the fee that you pay. (Freedman Financial is a fiduciary, which means that they make investment decisions with your best interest in mind.)
  • SEGMENT #4: (58:34) What is a ‘Target Date Fund’?

Special episode additions: NONE!

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A full complement of Dollars & Sense broadcasts is found here. #Enjoy

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Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/

Listen to the Dollars & Sense podcast: https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense

Don’t forget to sign-up for our weekly newsletter, Planning Pointers: Sign-up found at the bottom of every page at: https://www.freedmanfinancial.com/

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

--

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. 

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

_________________________

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.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

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

02-13-22 Dollars & Sense, Couples & Money. Special guest, Laura, Marc’s wife.

13Feb

BROADCAST: Dollars & Sense, 02/13/22

Episode Summary: Marc is joined by his wife Laura for the annual ‘COUPLES & MONEY’ broadcast, just in time for Valentine’s Day.

SEGMENT 1: (1:15) Laura shares a friend’s ‘3 couple rules’. Make and stick to a collective budget, Pay yourself first, and make sure you’re financially set before you extend help to others.

SEGMENT 2: (16:47) Listeners call in with their couple’s investment questions. Laura shares some dubious advice. [wink, wink]

SEGMENT #3: (30:32) Listeners call in. Laura chats about the need to set a collective budget when preparing for a vacation.

SEGMENT #4: (50:21) Laura and Marc close with some out-of-the-box ‘couples advice'. Think grocery store.

Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/ Listen to the Dollars & Sense podcast: https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense Don’t forget to sign-up for our weekly newsletter, Planning Pointers: Sign-up found at the bottom of every page at: https://www.freedmanfinancial.com/

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

--

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. &nubs;

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

Tracking #1-05242059

_________________________

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.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

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

02-06-22 Dollars & Sense, 10th Anniversary Show streamed LIVE, with Marc, Marion & Christian

6Feb

BROADCAST: Dollars & Sense, 02/06/22

Episode Summary: ‘Anniversary Show’ Celebrating 10 years of Dollars & Sense on the radio. ‘That was Then… This is Now’.  Streamed live on Facebook, Marc is joined by Marion Gilman and Christian Karcher LIVE in-studio.

SEGMENT 1: (1:09) Marc is joined by Marion Gilman, Executive Vice President, and Partner at Freedman Financial. Together, they look back on 10 years and how Dollars & Sense found its way to NorthShore 104.9.

SEGMENT 2: (17:46) Christian Karcher, Director of Financial Planning at Freedman Financial joins Marc & Marion LIVE.

SEGMENT 3: (37:07) Financial Planning is Planning for the Individual, and what that truly means.

SEGMENT #4: (52:10) Outlook for the next 10 years.

Special episode additions:  Shout-outs from Todd Tanger, Northshore 104.9 Owner/General Manager; Barry Freedman, founder of Freedman Financial, Marc’s Dad and now retired; Dan Arnold, President & CEO of LPL Financial and Karen Nascembeni, General Manager, NorthShore Music Theater. #WeAreGrateful

Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/
Listen to the Dollars & Sense podcast:
https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense

Don’t forget to sign-up for our weekly newsletter, Planning Pointers:
Sign-up found at the bottom of every page at: https://www.freedmanfinancial.com/

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

--

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. &nubs;

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

Tracking #1-05242059

_________________________

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.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

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

1-23-22 Dollars & Sense, Traveling in a World of Covid, with Guest Rick Carlson

23Jan

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.  

Rick Carlson of Cruise Planners joins Marc this week to discuss ‘Traveling in the world of Covid’. What you can expect and an insight into the extreme safety protocols on a cruise ship. #SafeTravels #BonVoyage

*** 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.

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1-16-22 Dollars & Sense, Market volatility is Normal. Be rational during emotional times.

16Jan

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 that everyone ‘RELAX’. What goes up, must come down. So relax when the markets drop. Remember that you’re investing for the long term. Here’s a key reminder: ‘Stock market returns have been extraordinary, with the S&P 500 Index up close to 30% in 2021.’*

*https://www.cnbc.com/2021/12/30/bull-markets-biggest-hopes-for-2022-rest-with-millennial-millionaires.html

*** 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.

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12-19-21 Dollars & Sense, Christian joins Marc: Holding Ourselves Accountable

19Dec

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 Christian Karcher, the Director of Financial Planning at Freedman Financial joins Marc to discuss the importance of us holding ourselves accountable for all of our actions, not just those associated with our financial health. Marc also reflects on the headlines from 10 years when his first Dollars & Sense broadcast hit the air.

*** 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.

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12-12-21 Dollars & Sense, Marion joins Marc: Focus on your time horizon, not the choppy waters

12Dec

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 Gilman joins Marc to discuss how you can best position yourself for your financial future... the takeaway… ‘Focus your sights on your time horizon and not the choppy waters that periodically pop up.’ Weather the storms. Staying in the market over time, versus trying to time the market, is more prudent.

*** 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.

 

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12-05-21 Dollars & Sense, Holiday Gift Budget & When is Your Investment a Taxable Event?

5Dec

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, ‘What is your holiday budget?’ And wonders if you are buying thoughtfully by way of performing ‘creative’ price comparison shopping strategies? He’ll share a couple of tips that may help. He also shares the importance and circumstances surrounding when an investment becomes a taxable event.

*** 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.

 

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11-21-21 Dollars & Sense, Rules for Gifting Money… Gift Tax, Capital Gains, UGMA vs. UTMA

21Nov

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 shares many of the important rules surrounding ‘gifting money’. You need to know what happens in advance of the gifting. Gift by way of a charitable contribution, to an adult family member or minor. What’s the gift tax exclusion? What’s the capital gains tax? … and more. Be in the financial 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.

 

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