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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Feb 17, 2019
Feb 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 talks about Community Living, Family Time and Explains the Woes of New Tax Plan.
*** 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.
Feb 10, 2019
Feb 10, 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 compares the collaborative approach in a winning SUPER BOWL to that of building a solid investment portfolio. A bit of defense. A bit of offense.
*** 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.
Feb 3, 2019
Feb 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 talks a bit about today’s SUPER BOWL, When to Consider TRUSTS and consider some financial disciplines if money is tight. Also congrats to our newest CFP® Christian Karcher #GoPats
*** 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.
Jan 26, 2019
Jan 26, 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 getting back to basics. Time to get reacquainted with the Mutual 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.
Jan 20, 2019
Jan 20, 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 talks managing money decisions with things you can control.
*** 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.
Jan 13, 2019
Jan 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 talks about understanding money coming in and going out of your household and what that means for the retirement plans.
*** 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.
Jan 6, 2019
Jan 6, 2019
57 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 wraps up 2018 and looks forward to 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.
Dec 30, 2018
Dec 30, 2018
57 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 what happens during a review meeting.
*** 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.
Dec 23, 2018
Dec 23, 2018
1hr 14 sec
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 business partner Marian Gillman to set your minds at ease during this busy holiday season.
*** 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.
Dec 16, 2018
Dec 16, 2018
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 what financial predictions from ten years ago did and didn't come true and what that could mean for the future.
*** 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.