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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
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:
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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
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Konnichiwa and welcome to a brand-new episode of Dollars & Sense with your hosts Marc Freedman and Marion Gilman. Marion and her family just returned from Japan where she immersed herself in their culture, architecture, art, cuisine, and everything in between.
For many, retirement signifies the time to break free from the 9-5 routine and dive into a world of endless possibilities. Why not celebrate this newfound freedom by embarking on some new adventures? Traveling becomes the ultimate highlight of retirement, offering a chance to explore new horizons and immerse yourself in diverse cultures. So, what makes the idea of jet-setting around the world so irresistible at this stage?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about why traveling is indeed the best part of retirement, 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 #: 553883
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Mar 07, 2024
Thursday Mar 07, 2024
You’re in for a special treat this week as Christian Karcher joins our host Marc Freedman on our latest edition of Dollars & Sense.
We all know tax season is quickly approaching, but do you know what else April is known for? If you said National Humor Month, you’re not wrong, and if you know us, you know we love a good joke at Freedman Financial. More importantly, April is known for Financial Literacy Month. We have some exciting things planned for April as we aim the spotlight on Financial Literacy and spend time empowering our listeners with the knowledge and skills needed to make smart financial decisions.
We preach to our followers to focus on what you can control, and since our school systems, especially in Massachusetts, are lacking in financial literacy education, we’re going to do our part by providing you financial literacy advice – all in a language you can understand. If you have any questions about your personal financial situation or would like a second opinion, just reach out!
Tune in to this week’s episode of Dollars & Sense as Marc and Christian give a sneak peek into the financial literacy topics you can expect next month 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 #: 550833
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Feb 29, 2024
Thursday Feb 29, 2024
We’re back for another exciting edition of Dollars & Sense. When we hear about real life stories in the office, newspaper, or on television, we try to make sense of those stories and headlines by providing financial advice in a language you can understand. And by now it’s no surprise that a lot of the headline news is sensational, so we try to bring it back down to earth and give you our two cents.
One important piece of advice we want to share with you is not to be lured into impressing other people. How many times have you caught yourself wanting to purchase an item that you normally wouldn’t buy? Items such as name brand clothing or expensive cars tend to be designed to impress others. Feeling guilty? If you’re ready to get serious about your finances, just reach out!
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about how buying to impress can impact your finances 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 #: 547916
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Thanks for joining us for another edition of Dollars & Sense. We don’t know about you, but this week our phone has been ringing off the hook! Everyone wants to know where their 1099R form is. But not everyone will get one; like those who did not take any money out of their IRA. But wait, there’s more… if you have a personal account, an individual account, a joint account, a brokerage account, a trust account, all other types of accounts that aren’t considered retirement accounts, you may not get them by January 31st each year. These investment companies have the leeway to send them out after January 31st each year. With over 50 years of experience, our team is happy to work closely with you to ensure you’re on the right track and know what to expect every year. Just reach out!
Tune in to this week’s episode of Dollars & Sense as Marc and Marion give advice on tax planning and tax forms 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 #: 544398
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean