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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
Thursday Aug 01, 2024
Thursday Aug 01, 2024
Ever wondered how political shocks and economic trends really impact your investments? In our latest episode, we dive deep into insights from our recent quarterly townhall meeting, where we simplify complex financial topics in a language you can understand.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion dive into key economic trends, stock market updates, and other crucial current issues shaping the financial landscape.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 609401
Dollars & Sense podcast now streaming on:
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Thursday Jul 25, 2024
Thursday Jul 25, 2024
What if someone sued you tomorrow? Are you prepared?
While serving on jury duty, our director of financial planning, Christan Karcher realized how unexpected legal liabilities can profoundly impact both individuals and institutions. This sparked a broader conversation about the importance of having robust contingency plans in place, not just for professional liabilities but also for personal risks like accidents or lawsuits.
In our latest episode, we dive deep into the often-overlooked realm of contingency planning in financial management.
Tune in to this week’s episode of Dollars and Sense as Marc and Christian share practical insights into how to safeguard your financial well-being against unforeseen circumstances. Whether you’re a seasoned investor or new to financial planning, understanding these nuances can make a significant difference in securing your financial future. You don’t want to miss this one!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 606299
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jul 18, 2024
Thursday Jul 18, 2024
You’re in for a treat this week as Marion Gilman and Christian Karcher team up to provide you financial advice in a language you can understand during this week’s episode of Dollars & Sense.
I don’t know if you’ve noticed, but back-to-school supplies are filling the shelves and summer is almost over! For those of you who have children, it may be time to start thinking about private school or college tuition. It’s no secret that the cost of tuition continues to climb, making it as important as ever to begin planning for it now.
Tune in to this week’s episode of Dollars & Sense as Marion and Christian explain the importance of education planning and the value of 529 plans, all in a language you can understand.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 603993
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jul 11, 2024
Thursday Jul 11, 2024
Have you ever questioned financial “facts” you’ve heard or seen over the years?
Today, we dive deep into the misconceptions that often cloud financial decision-making. Whether you're preparing for retirement, navigating investments, or safeguarding your family's financial future, understanding these myths are essential.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion unravel these misconceptions, providing clarity and empowering you with knowledge to make informed financial choices. Don't miss this opportunity to enhance your financial literacy and take control of your financial journey.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: (please add tracking number)
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jul 04, 2024
Thursday Jul 04, 2024
Have you ever had your retirement plans unexpectedly disrupted?
A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial planners can provide peace of mind and ensure you're prepared for any twist life may throw your way.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 598404
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 27, 2024
Thursday Jun 27, 2024
Got cash sitting in your bank?
In our latest podcast episode, we’re diving deep into the crucial topic of maximizing your cash with higher interest rates and smarter financial strategies.
Whether you’re exploring high-yield interest accounts, money market funds, or other attractive options, we’ll walk you through the pros and cons, helping you make informed decisions about your financial future.
Tune in to this week’s episode of Dollars and Sense as Marc and Christian discuss practical tips to consolidate and optimize your cash holdings, ensuring your savings are working harder for you. Don’t miss out on valuable insights that can simplify your financial life and set you on the path toward long-term financial security!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 595440
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 20, 2024
Thursday Jun 20, 2024
Curious about bonds in your portfolio? With the stock market seeing ups and downs recently, many people are asking why bonds are still important.
In our latest episode, we dive deep into the role of bonds, how they contribute to a balanced investment strategy, and why they might be crucial for your financial goals. We'll also explore the role of bonds as an income contributor and their importance in providing comfort and stability, especially as you approach retirement age.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion lead an insightful discussion that can help you make informed decisions about your investment strategy!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 592407
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 13, 2024
Thursday Jun 13, 2024
Ready for Summer? In this week's episode, we dive into the joys of summer travel and its ties to economic health. As we approach the warmer months, travel plans are on the rise, reflecting how people feel about the economy.
Whether you're planning a big trip or curious about how modern retirees manage their wealth, Tune in to this week’s episode of Dollars and Sense as Marc and Marion share insights on balancing travel, savings, and financial freedom. Don't miss this episode for a fresh perspective on enjoying your golden years with confidence and excitement!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 590824
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 06, 2024
Thursday Jun 06, 2024
If you’re looking for financial advice in a language you can understand, then you don’t want to miss out on our weekly Dollars & Sense video podcast. This week, we are talking about how you can stay on track in your retirement planning, no matter what life brings your way!
Many clients come to us 10 or even 5 years before they plan to retire, and we set out a comprehensive plan. But what happens when life throws a curveball? Whether it's an unexpected illness, a layoff, or the joyous arrival of grandchildren, your retirement plan must adapt to life's changes.
Tune in to this week’s episode of Dollars and Sense as Marion and Christian discuss the importance of flexibility and preparedness in your financial strategy to ensure you can enjoy a comfortable and fulfilling retirement despite the inevitable surprises along the way.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 587108
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 30, 2024
Thursday May 30, 2024
This week, we dive into a hot topic that's been buzzing in the financial world. A client on the brink of retirement shared an article by financial guru Suze Orman, who boldly claimed that $2 million is no longer sufficient for a successful early retirement. This controversial statement has sparked fear and debate among many.
In this week’s episode of Dollars and Sense, Marc and Marion break down why such a figure might not be one-size-fits-all and discuss the critical factors you should consider for your retirement planning, beyond just the numbers.
Tune in to this week’s eye-opening episode of Dollars & Sense as Marc and Marion explore why your personal spending habits, lifestyle choices, and current financial situation play a crucial role in determining the amount you need to retire comfortably.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 584899
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean