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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Sep 30, 2018
Sep 30, 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 the pros and cons of trusts.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 23, 2018
Sep 23, 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 the state of the market and some must have additions to your portfolio.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 16, 2018
Sep 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 you can keep and what you can shred.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 9, 2018
Sep 9, 2018
1hr 1 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 minimum distribution requirements in retirement.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 2, 2018
Sep 2, 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 smart education investments.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 26, 2018
Aug 26, 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 important things to ask when dealing with a financial advisor, and what happens during a review meeting.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 19, 2018
Aug 19, 2018
1hr 13 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 talks about financial habits to work into your life today with his son Jerry Freedman.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 12, 2018
Aug 12, 2018
1hr 13 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 recaps some positives a negatives from the LPL conference.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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 5, 2018
Aug 5, 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 is at the LPL National Conference.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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.
Jul 29, 2018
Jul 29, 2018
1hr 2 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 talks about the changing rates on savings bonds and more.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND TM ***
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.