Dollars & Sense

01-19-20_Dollars Sense_Marion Gilman joins Marc Freedman on air

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 joined by Marion Gilman on air.

*** 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.

1-12-20 Dollars & Sense: SECURE ACT-How it will impact you

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 describes how the new SECURE ACT can/will impact you.

*** 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.

SECURE ACT: Impact on Small Business Retirement Plan Offering (1/5/20-s2), Dollars & Sense

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.  

In this Dollars & Sense segment, Marc describes how the new SECURE ACT can/will impact a Small Business Retirement Plan Offering.

*** 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.

 

Tracking # 1-942272

SECURE ACT: Impact on Wealth Transfer (1/5/20-s4), Dollars & Sense

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.  

In this Dollars & Sense segment, Marc describes how the new SECURE ACT can/will impact the handling of Wealth Transfer.

*** 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.

Tracking# 1-942272

SECURE ACT: Impact on Beneficiaries (1/5/20-s3), Dollars & Sense

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.  

In this segment of Dollars & Sense, Marc touches on the SECURE ACT and the impact on Beneficiaries.

*** 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.

Tracking #  1-942272

1-05-20 Dollars & Sense: SECURE ACT-Setting Every Community Up for Retirement Enhancement-what it means

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 breaks down the new SECURE ACT-Setting Every Community Up for Retirement Enhancement Act.

*** 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.

SECURE ACT: Impact on RMD (1/5/20-s1), Dollars & Sense

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.  

In this segment of Dollars & Sense, Marc touches on the SECURE ACT: Impact on Required Minimum Distribution [RMD].

*** 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.

Tracking # 1-942272

12-29-19 Dollars & Sense: Prep for being an empty nester, are you gramping?

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 discusses Do you need to Prep for being an empty nester… YES!, and, are you GRAMPING?

*** 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.

12-22-19 Dollars & Sense: Prudent holiday spending; did you max your 401k in 2019?

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 discusses Prudent Holiday Spending Considerations and asks the question: Have You Maxed Your 401k For 2019?

*** 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.

12-08-19 Dollars & Sense: Living longer could impact your inheritance plans.

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 discusses how/why living longer could impact your inheritance plans. Are you, or the kids ready for that?

*** 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.