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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 Oct 09, 2025
Thursday Oct 09, 2025
When you go into retirement, does it make sense to stay in your home? At our office, we have countless examples of clients who stay in their homes for too long while in retirement… causing headaches in other areas of life.
In today’s episode of the show, Marc and Marion discuss how your home is potentially the greatest wealth that you may have in retirement, so what if you unleashed that equity?
Listen along for the pros and cons of selling your home in retirement or staying put.
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 #: 806648
Dollars & Sense podcast now streaming on:
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Thursday Sep 25, 2025
Thursday Sep 25, 2025
Marc is back this week from an LPL Financial conference in Hawaii and has a lot to talk about!
After a quick discussion about the differences between the Fortune 500 and S&P 500, Marc and Marion dive into the topic of this week’s episode: What is it that makes you feel “life”?
What if you could create more moments in your life that make you feel like that?
Listen to find out exactly what the duo means.
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 #: 799661
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 18, 2025
Thursday Sep 18, 2025
When many of our clients reach retirement age, they are still thinking about metrics like their credit score and how that will impact their retired life.
But as we kept hearing that, we thought a new metric would not only make more sense, but actually help our clients out on a more practical level.
In this week’s episode, Marion & Christian introduce us to the “Retiree Financial Health Score” and go through how they have come to think about it.
Whether you’re retired now or still have a few decades to go in the workforce, this episode should prove useful.
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 #: 796505
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 11, 2025
Thursday Sep 11, 2025
Have you bought a powerball ticket?
Why does everyone want to buy a powerball ticket when it gets to a $1 billion jackpot?
In today’s episode of the show, Marc and Marion are discussing how even when you come into a large sum of money, whether it’s millions or billions, most people don’t want to change their lifestyle that much.
And they also raise the question of “enough”. How much is that for you? For some people it’s double of what they have, but for most people it’s just a little bit 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 #: 794658
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Sep 04, 2025
Thursday Sep 04, 2025
While the summer is typically a quiet season at our office, that hasn’t been the case this year.
Clients have been consistently stating that it’s been a tough year for the stock market. But is that true?
In today’s episode of the show, Marc and Marion dig into the realization that most of what you’re reading in the news and seeing on TV is for entertainment FIRST, versus giving you a dose of reality as to what is going on.
So how does that inform our financial decisions? Take a listen 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 #: 790326
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 28, 2025
Thursday Aug 28, 2025
We are still FOCUSed on what we learned from LPL Financial’s national conference earlier in the month.
While we already tackled the question of “what if you could” in regards to retirement, Marc and Marion take a step back this week to look at the big picture?
What if you could find a financial firm that is your financial planner and not just your “investment guy”?
That’s the big question that our team has been diving into with clients in the last few weeks. Make sure you 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 #: 787099
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 21, 2025
Thursday Aug 21, 2025
Marion and Christian are back from sunny San Diego after attending LPL Financial’s national “Focus” conference this week.
And they come into this week’s episode of the show with one question – “What if you could?”
While this is the new slogan currently being used by LPL Financial, it is also the perfect question to ask our clients to help them work towards their future goals. What if they could travel to that destination they’ve always dreamed of, what if they could get that vacation home, what if they could… etc.
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 #: 784430
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday Aug 13, 2025
Wednesday Aug 13, 2025
In the middle of the year, it feels like everyone is traveling! And for both of staff and our clients, we see plenty of international travel during this time of the year.
But one thing we’ve noticed when it comes to international travel is how many people are unaware of some of the things they need to account for when leaving the country.
In this week’s episode, Marc and Marion break down two of the biggest things you should think about prior to traveling internationally, along with some funny anecdotes of experiences they’ve had across the world.
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 #: 782091
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Aug 07, 2025
Thursday Aug 07, 2025
The topic of tariffs has dominated most of the news cycle in 2025, but how much do you really know about them? Beyond what you see in the news, the average U.S. consumer is relatively in the dark on how tariffs work and how they may affect them.
This week, Marc and Marion are tackling the huge topic and trying to break down the idea of reciprocal tariffs, how they work, what they can mean for end consumers and much more.
Ready to get up to date on one of the biggest financial stories of the year? You won’t want to miss this episode of the show.
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 #: 777904
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jul 31, 2025
Thursday Jul 31, 2025
One of the biggest things that we find clients and prospects alike get confused on is the difference between a will and Power of Attorney.
We’ve found that for most people, they think the will is the most powerful document they can have in case they find themselves one day incapacitated. But that’s not correct.
In fact, it’s actually the Power of Attorney. In this episode, find out why Marc and Marion think the Power of Attorney is more important than any other document when it comes to your financial situation.
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 #: 774907
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean