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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Thursday Feb 06, 2025
Thursday Feb 06, 2025
Late the other night, Marc received a message from a client with the subject line “I’m Worried”. With everything that happened in January – from wildfires in California, to a presidential inauguration, executive orders, confirmation hearings and more – there sure has been a lot to dominate the news cycle.
On this week’s episode, Marc & Marion are here to calm the waters a bit with some rational perspectives. Listen along as Marc documents how he keeps track of the news in order to act in client’s best interest, a reflection on the doom and fear that was felt in 2020 from COVID, and much more.
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 #: 691209
Dollars & Sense podcast now streaming on:
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Thursday Jan 30, 2025
Thursday Jan 30, 2025
Based on JP Morgan’s Guide to the Markets for 2025, the Russell 1000 Growth Index saw 50% of its growth last year come from just FIVE individual stocks. You can probably guess the stocks that made up the quintet, but should this information affect your investment strategy?
Marc and Marion dive into that, plus other interesting numbers from 2024 – including the international markets, bond markets and more – in this week’s episode to help you get a better understanding of the financial landscape as we get deeper into the new year.
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 #: 687834
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Marc is back for this week's episode of Dollars & Sense, and he's guiding the ship solo as Marion is out on vacation. Marc kicks things off with some reflection on his time off for a family vacation and then dives into the topic of today's episode - the importance of knowing your insurance details in case of disaster.
With the recent devastation in California from the wildfires, insurance needs are at the top of everyone's minds. Listen to this week's episode for some tips on what to look for within your policies.
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 #: 685280
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 16, 2025
Thursday Jan 16, 2025
With Marc on vacation this week, Marion is joined by Christian to discuss a very interesting topic - client's best and worst investments! Listen along as Christian and Marion give insight into the two most common "best investments" that clients tell them about, plus the one that is most commonly thought of as a "worst" investment. Do you agree with their choices?
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 #: 681836
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 09, 2025
Thursday Jan 09, 2025
You’ve all heard of the phrase “keeping up with the joneses” and may have even been subject to its influence. But as you start thinking about retirement, it becomes very personal to YOU.
In this week’s episode of Dollars & Sense, Marc & Marion discuss the constant issue of moving the goalposts when it comes to financial and retirement planning. They also discuss the problem of retirees not knowing how to spend their money once they reach retirement.
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 #: 676989
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 02, 2025
Thursday Jan 02, 2025
Will the stock market at the end of next year be up or down compared to where it was at the end of 2024? Will U.S. investments outperform international investments?
In this week’s episode of Dollars & Sense, Marc & Marion ring in the new year with a predictions special! Watch and listen along as they go through several different questions the market faces in 2025 and what they think may happen. Want to play along at home? Grab a pen and sheet of paper!
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 #: 676228
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Dec 26, 2024
Thursday Dec 26, 2024
It’s that time of year again. As the ball drops in a few nights, we’re bound to see gyms flooded with newcomers and little space to move in the organic food aisle at the supermarket. That’s right – it's New Years Resolutions season.
In this week’s edition of Dollars & Sense, Marc & Marion discuss the topic of resolutions and how big changes in your life can start with financial decisions. Listen along and you’ll even hear Marc tell us his one resolution for 2025!
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 #: 673695
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Dec 19, 2024
Thursday Dec 19, 2024
With the holidays hitting next week, it's time for some last-minute shopping! Marc & Marion have an important message in this week's episode - it's OK to spend some money! Listen along as they discuss one of the biggest traps people fall into when financial planning - not spending ANY of their money. There's a time to save and a time to spend, and in this episode they break down why December is normally a good time to open up your wallet.
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 #: 671010
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Dec 12, 2024
Thursday Dec 12, 2024
As we roll into December, Marc and Christian have end of year planning on their mind in today’s episode of Dollars & Sense. Listen along as the two discuss the impact of capital gains distributions for 2024 taxes, plus a discussion into the generational divide when it comes to savings.
Christian provides insight into his discussions with Freedman’s younger clients and how they approach retirement savings versus those who are closer to actual retirement.
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 #: 668967
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Dec 05, 2024
Thursday Dec 05, 2024
With Thanksgiving now in the rearview mirror, Marc & Marion are onto the rest of the holiday season and discussing the big topic of spending. With so many people paying for convenience these days, it becomes vital to recognize what you are willing to spend money on and what you won’t spend money on.
Listen along as Marc & Marion work through the equilibrium of saving and spending with their clients in order to create the financial present and future that they desire.
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 #: 665420
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean