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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
Thursday May 23, 2024
Thursday May 23, 2024
Ever feel like you need to keep tweaking your portfolio to stay on track?
In this week’s episode, we’re talking about why that might not be necessary. We believe in helping our clients build portfolios that last, guiding them toward their financial goals over time. No need for constant adjustments or finding that one magic investment.
In this week’s episode of Dollars and Sense, Marc and Marion chat about the dangers of trying to time the market, and why jumping in and out can do more harm than good. Plus, they’ll share why a balanced, diversified portfolio is key to riding out market ups and downs comfortably.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion share valuable tips on how to build a portfolio that works for you, now and in the future!
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 #: 581086
Dollars & Sense podcast now streaming on:
Spotify
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Thursday May 16, 2024
Thursday May 16, 2024
What do you think are the most common causes of a derailed financial plan? You might be surprised by what you find.
In this week’s episode of Dollars and Sense, Marc and Christian dive into the crucial topic of how financial plans can go off course. It's easy to believe that external factors like the economy, political events, or market fluctuations are the biggest threats to a solid financial strategy. But what if the true risks are actually within our control?
Tune in to this week’s episode of Dollars & Sense as Marc and Christian share the top reasons why your financial plan might be at risk and how you can steer clear of them.
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 #: 576728
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 09, 2024
Thursday May 09, 2024
When you consider what it means to be rich, is it just about the size of your bank account, or is it something deeper?
In this week’s episode of Dollars and Sense, Marc and Marion delve into the complex and nuanced answers to this question, highlighting that wealth is much more than just a number on a paycheck. They explore how personal values, lifestyle choices, and even basic needs play a role in shaping one's definition of wealth. This episode invites listeners to reflect on their own relationship with money and success while emphasizing that the concept of wealth is as unique as the individuals who pursue it.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion explore the evolving concept of wealth in a language you can understand.
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 #: 576252
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday May 01, 2024
Wednesday May 01, 2024
Graduation season is upon us, and for many college seniors, it’s the beginning of a new chapter. As they approach this significant milestone, have you discussed with your children their plans after they graduate?
In this week’s episode of Dollars and Sense, Marc recounts his recent visit to Merrimack College, where he spoke with a group of soon-to-be graduates. The conversation that unfolded was both insightful and surprising, shedding light on the concerns these young adults have as they transition into the workforce.
Tune in to this week’s episode of Dollars & Sense as Marc discusses the challenges facing today's college seniors and offers valuable advice for parents and graduates alike in a language you can understand.
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 #: 573655
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Apr 25, 2024
Thursday Apr 25, 2024
If you’re looking for financial advice in a language you can understand, then you don’t want to miss out on our weekly Dollars & Sense video podcast. We are blown away that April is wrapping up and we’re heading into May. Time seems to be flying by faster and faster each year, doesn’t it?
When you’re younger and in college, you feel as if you have all the time in the world. But you’ll blink and be in your 40’s, 50’s, and 60’s wondering where did all that time go? If we still have time to do what we want to do, how are we taking advantage of that time and what are we doing with it? For us, it’s traveling and the experiences we get to indulge in.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion explain why it’s important to discuss your retirement needs, wants, and goals with your financial advisor, all in a language you can understand.
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 #: 570844
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
Marc and Marion are back in action for this week’s Dollars & Sense video podcast. It’s been a jam packed few weeks –everyone hopefully filed their taxes, school was out this past week for Spring Break, the Boston Marathon was on Monday, the Red Sox lost another game, and we’ve enjoyed some really nice spring weather!
Tax season has finally wrapped up. Our team received a lot of calls with a similar tax question this year… *drum roll*….
“Why did I owe so much?!”
Who’s to blame for the hike in what you owe? You may think it’s your accountant’s fault, but we have to say, that’s rarely the case.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion explain why you may have owed more money to the IRS this year, all in a language you can understand.
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 #: 567854
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Friday Apr 12, 2024
Friday Apr 12, 2024
Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month!
In this episode, we'll dive into essential tips and strategies to help you take control of your finances and work towards building a secure financial future. Whether you're looking to save more, invest wisely, or simply improve your financial knowledge, this podcast is packed with valuable insights to empower you on your financial journey.
Tune in to this week’s episode of Dollars & Sense as Marion and Christian provide our younger listeners with powerful financial literacy insights, all in a language you can understand.
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 #: 565019
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Apr 04, 2024
Thursday Apr 04, 2024
Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month!
In this episode, we'll dive into essential tips and strategies to help you take control of your finances and work towards building a secure financial future. Whether you're looking to save more, invest wisely, or simply improve your financial knowledge, this podcast is packed with valuable insights to empower you on your financial journey.
Tune in to this week’s episode of Dollars & Sense as Marion and Christian provide our younger listeners with powerful financial literacy insights, all in a language you can understand.
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 #: 562066
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday Mar 27, 2024
Wednesday Mar 27, 2024
It’s no secret that retirement and expectations surrounding it have changed a lot over the years. Marion’s grandfather was one of the first to pay into social security when it came about during his working years. At the time, you could start collecting at the retirement age of 65 with the expectation that you wouldn’t live much longer since that was the life expectancy back then. It’s crazy to think how much things have changed over the last 90 years. Nowadays, people are still expecting to retire at age 65…but is that realistic?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about retirement expectations in today’s day and age, all in a language you can understand.
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 #: 559081
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
If you’re looking for financial advice in a language you can understand, then Dollars & Sense is the perfect podcast for you.
It’s always interesting to us how many folks think that a financial advisor primarily talks about how best to invest your money. We’re here to bust that myth because that’s not really what we do at Freedman Financial. Now don’t get us wrong, we do invest money, and might we add, we pay close attention to what we invest that money in. However, that is not the main focus of our conversations with clients because we like to take a much more holistic view of your life and your financial situation.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about how acting as a fiduciary can benefit you, all in a language you can understand.
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 #: 556740
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean