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.

Tracking # 1-05235698

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.

Tracking # 1-05234109

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.

Tracking # 1-05224792

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.

 

Tracking #1-05222217

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.

 

Tracking # 1-05219693

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.

 

Tracking # 1-05215572

11-14-21 Dollars & Sense, Sharing Real-Life Financial Scenarios In a Language You Can Understand

14Nov

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 in-studio this week. Marc shares real-life finance stories covering everything from the importance of ‘paying yourself first’, ‘price you pay for convenience, ‘living within your means’, the importance of a ‘healthcare proxy’, and ‘power of Attorney’.

*** 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 # 1-05213639

10-31-21 Dollars & Sense, Marion Joins Marc to Discuss Getting to the Other Side of Crisis

31Oct

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 Marion to discuss how no matter the financial impact on the markets resulting from a crisis, we have successfully found our way to the other side. Decades of one crisis after another from the Dot Com bust, to 911, the Financial Crisis, and COVID-19… financial markets rebound on the other side.

*** 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 # 1-05207802

10-24-21 Dollars & Sense, Christian Joins Marc to Discuss Finance Lessons Learned During COVID

24Oct

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 and joined by Christian Karcher. Together they discuss the 15 Personal Finance lessons we can all learn from a year-plus of COVID.

*** 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 #1-05205298

10-17-21 Dollars & Sense, Don’t Go Paperless with Your Tax Stuff

17Oct

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 and talks about storing docs in the cloud. It saves space and it’s easy to organize, however… when it comes to your tax forms KEEP A HARD COPY! You don’t want to miss anything when filing. He also chats about RMDs and Social Security.

*** 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 #1-05203432

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