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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 Jul 03, 2025
Thursday Jul 03, 2025
If you’ve ready your local or national newspaper lately, you likely have seen a story or two about someone falling victim to a major financial scam. While you may read it and think “that could never be more”, it may be more likely than you think!
On this episode of the show, Christian and Marion are walking through several of the scams they have seen either through the experience of our clients or from news stories.
Want to make sure you are not falling prey to financial scams? This might be your call to tune in!
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 #: 762347
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Thursday Jun 26, 2025
Thursday Jun 26, 2025
As we approach the halfway point of 2025, it’s hard not to look back at the headlines that dominated so much of the first six months of the year and see if they are still relevant.
With that in mind, Marc & Marion are spending much of today’s episode of the show discussing “confirmation bias”, or the tendency to favor information that already aligns with one’s preexisting beliefs. This is very true in the political realm, but what about in your financial decisions?
With that in mind, the duo also touch on the importance of being careful where you are getting information from online, especially with the advancements in technology that excel at deceiving you.
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 #: 758063
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 19, 2025
Thursday Jun 19, 2025
With Marc traveling this week, Marion and Christian are driving the ship for this week’s episode.
As we officially enter the summer season next week, most of our “snowbird” clients are heading back to Massachusetts after spending the winter months down south.
But that brings up a big question that most of our clients have – how do you handle changing your residence once in retirement, especially if you own two homes in two different states?
Listen along as Christian and Marion discuss differences in state income tax, insurance differences, and some of the most common ways that clients claim domicile in somewhere like Florida during 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 #: 755518
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 12, 2025
Thursday Jun 12, 2025
Join Marc and Marion for this special edition of Dollars & Sense recorded at Duke University in Durham, North Carolina! The duo spent the last week there for the annual LPL Leadership Conference and have ALOT to share about what they learned.
More specifically, they dive into how when it comes to financial decisions, not everyone looks at things the same exact way. Want to know more? Listen to the full episode now.
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 #: 752859
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 05, 2025
Thursday Jun 05, 2025
Marion is back for this week’s episode of the show after a much-deserved vacation. During her time off, she noticed the overwhelming number of driverless cars she saw in service in the West Coast…
As her and Marc ponder whether recent advancements in technology are a “good” thing, it gets them thinking about how everyone has different perspectives on large topics, especially finances.
But one thing that the Freedman team is consistent on is having liquidity when in retirement. Curious what they mean? Listen to the full episode to find out.
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 #: 748852
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 29, 2025
Thursday May 29, 2025
With Marion out on vacation this week, Marc is tapping in Christian for today’s episode and even let him pick the topic!
At our office, we often hear a phrase like “I was at work and my colleague told me about this…”
More often than not, it’s something about the markets, financial advice, or economic panic. But is the water cooler a better place to make financial decisions than with your advisor? We discuss in this special episode of Dollars & Sense.
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 #: 745277
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 22, 2025
Thursday May 22, 2025
“If only I had this much money, then I could retire.”
At a certain point, money can buy happiness, but it’s typically if you don’t have shelter, food, can’t clothe your children…
In today’s episode of the show, Marc and Marion discuss how happiness is a fickle marker of success when it comes to your personal finances. Often, it’s comparison that robs people of happiness versus actual financial wellbeing. Tune in to learn 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 #: 742741
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 15, 2025
Thursday May 15, 2025
At Freedman financial, we believe that “hope” should never be your core strategy for your financial plan. “I hope I can get a better job, save more money, my 401k does better than it did last year.” Realistically, what can you do to manifest these hopes? Almost nothing!
On today’s episode of the show, Marc & Marion discuss the hopes and fears that the stock market has produced this year and that, even with all the noise, things seem to be going along as usual. They discuss the games that people try to play with their financial plan and how their firm is not interested in playing games…
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 #: 740167
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Monday May 12, 2025
Monday May 12, 2025
It’s impossible to know everything when it comes to personal financial decisions, and that is one of the biggest mistakes we see with some new prospects that want to work with Freedman Financial.
In today’s information economy, many think that they can know everything about investment performance, retirement strategy and more. The truth is, you can never fully understand everything.
In today’s episode of the show, Marc & Marion go over one of their favorite adages – “you don’t know what you don’t know”.
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 #: 735006
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 01, 2025
Thursday May 01, 2025
With May college graduations right around the corner, thousands of newly minted graduates will be getting their first professional paychecks soon.
Among all the “firsts” that come with the jump into the professional workplace, one that many graduates don’t expect is the necessity of understanding their retirement plan options.
In today’s episode of the show, Marc and Marion dive into the intricacies of the 401(k) plan, including the difference between a Traditional and Roth 401(k), how employer matches work and what investment options you may have.
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 #: 730511
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean