Dollars & Sense

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

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

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.

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

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.

 

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

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.

 

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

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]

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

 

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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.

3-29-20 Dollars & Sense: Marion Joins Marc to Break Down Coronavirus Aid, Relief, and Economic Security (CARES) Act.

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 to Break Down Coronavirus Aid, Relief, and Economic Security (CARES) Act. #BeSafe

*** 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.

03-22-20 Dollars Sense: Marion joins Marc Live via socially distanced studios-we will get to the other side

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 via their socially distanced studios, "We will get to the other side".

*** 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.

03-15-20 Dollars & Sense: Marc is LIVE in Studio - Making sense of the market volatility

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 is LIVE in Studio - Making sense of the market volatility.

*** 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.

3-08-20 Dollars & Sense: Marion joins Marc to discuss market swings; impact of COVID-19 and Politics

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 to discuss market swings and the impact of COVID-19 and Politics.

*** 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.