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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Dec 1, 2019
Dec 1, 2019
59 min
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 your kids know what monthly expenses really mean? Are your kids ready for Adulting? Financial Literacy. Being a Fiduciary matters.
*** 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.
Nov 17, 2019
Nov 17, 2019
59 min
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 know what are you’re doing with your money every month?'
*** 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.
Nov 10, 2019
Nov 10, 2019
59 min
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 Ageing for Life, what some now call ‘Encore Living’. Have you heard about the ‘Togetherness Math’? We’ll chat about that. Are 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.
Nov 3, 2019
Nov 3, 2019
59 min
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 his business partner Marion Gilman CFP® to discuss what 2020 may look like and what you might expect.
*** 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.
Oct 27, 2019
Oct 27, 2019
59 min
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 ‘Investment Strategies and Income Streams during Retirement’.
*** 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.
Oct 13, 2019
Oct 13, 2019
59 min
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 ‘What are you spending, and the Need for an Emergency Fund’.
*** 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.
Sep 22, 2019
Sep 22, 2019
58 min
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 'What are you spending and the Need for an Emergency Fund'.
*** 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.
Sep 15, 2019
Sep 15, 2019
59 min
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 discusses ‘The Impact of Moments’, ‘Open Minded Retirement Planning Approach’, Outlook for the Rest of the Year’ and ‘The Clients We Serve’.
*** 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.
Sep 8, 2019
Sep 8, 2019
59 min
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 welcomes Marion Gilman-Exec VP & Partner at Freedman to Discuss the Market.
*** 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.
Aug 18, 2019
Aug 18, 2019
59 min
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 the ‘Biggest decision to make in Retirement’, the ‘Biggest Mistake Investors Make’, ‘Investor Performance vs Indexes’, ‘What’s the Value of Historical Performance'.
*** 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.