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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
Thursday Jul 04, 2024
Thursday Jul 04, 2024
Have you ever had your retirement plans unexpectedly disrupted?
A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial planners can provide peace of mind and ensure you're prepared for any twist life may throw your way.
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 #: 598404
Dollars & Sense podcast now streaming on:
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Thursday Jun 27, 2024
Thursday Jun 27, 2024
Got cash sitting in your bank?
In our latest podcast episode, we’re diving deep into the crucial topic of maximizing your cash with higher interest rates and smarter financial strategies.
Whether you’re exploring high-yield interest accounts, money market funds, or other attractive options, we’ll walk you through the pros and cons, helping you make informed decisions about your financial future.
Tune in to this week’s episode of Dollars and Sense as Marc and Christian discuss practical tips to consolidate and optimize your cash holdings, ensuring your savings are working harder for you. Don’t miss out on valuable insights that can simplify your financial life and set you on the path toward long-term financial security!
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 #: 595440
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 20, 2024
Thursday Jun 20, 2024
Curious about bonds in your portfolio? With the stock market seeing ups and downs recently, many people are asking why bonds are still important.
In our latest episode, we dive deep into the role of bonds, how they contribute to a balanced investment strategy, and why they might be crucial for your financial goals. We'll also explore the role of bonds as an income contributor and their importance in providing comfort and stability, especially as you approach retirement age.
Tune in to this week’s episode of Dollars and Sense as Marc and Marion lead an insightful discussion that can help you make informed decisions about your investment strategy!
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 #: 592407
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 13, 2024
Thursday Jun 13, 2024
Ready for Summer? In this week's episode, we dive into the joys of summer travel and its ties to economic health. As we approach the warmer months, travel plans are on the rise, reflecting how people feel about the economy.
Whether you're planning a big trip or curious about how modern retirees manage their wealth, Tune in to this week’s episode of Dollars and Sense as Marc and Marion share insights on balancing travel, savings, and financial freedom. Don't miss this episode for a fresh perspective on enjoying your golden years with confidence and excitement!
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 #: 590824
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jun 06, 2024
Thursday Jun 06, 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. This week, we are talking about how you can stay on track in your retirement planning, no matter what life brings your way!
Many clients come to us 10 or even 5 years before they plan to retire, and we set out a comprehensive plan. But what happens when life throws a curveball? Whether it's an unexpected illness, a layoff, or the joyous arrival of grandchildren, your retirement plan must adapt to life's changes.
Tune in to this week’s episode of Dollars and Sense as Marion and Christian discuss the importance of flexibility and preparedness in your financial strategy to ensure you can enjoy a comfortable and fulfilling retirement despite the inevitable surprises along the way.
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 #: 587108
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday May 30, 2024
Thursday May 30, 2024
This week, we dive into a hot topic that's been buzzing in the financial world. A client on the brink of retirement shared an article by financial guru Suze Orman, who boldly claimed that $2 million is no longer sufficient for a successful early retirement. This controversial statement has sparked fear and debate among many.
In this week’s episode of Dollars and Sense, Marc and Marion break down why such a figure might not be one-size-fits-all and discuss the critical factors you should consider for your retirement planning, beyond just the numbers.
Tune in to this week’s eye-opening episode of Dollars & Sense as Marc and Marion explore why your personal spending habits, lifestyle choices, and current financial situation play a crucial role in determining the amount you need to retire comfortably.
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 #: 584899
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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