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Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
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:
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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
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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
Thursday Feb 15, 2024
Thursday Feb 15, 2024
Welcome back to a special edition of Dollars & Sense with your hosts Marc and Marion. We’re excited to launch our first video podcast just for you! We’ve spent some dollars to hopefully make some sense out of this podcast 😉. We hope you’ll continue to follow us as we provide you with financial advice in a language you can understand.
As the years have changed, the rules around financial planning and investing, along with the way we think about our financial future, has changed too. There’s a lot of impressions we have that come from our parents and grandparents, so planning in today’s world is far different than it was for previous generations.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about the importance of planning for your plan to not go accordingly 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 #: 542071
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Welcome back to another episode of Dollars & Sense with your hosts Marc and Marion. We’re recording in our newly transformed studio today and getting ready to launch the podcast you already know and love in video format!
As our clients face retirement, they often think about how they’re going to spend their money, how they can provide support for their children, and what they can do to truly enjoy their golden years. Pay close attention, we’re about to reveal a secret that will resonate with you deeply. The memories and experiences that you create with your children and grandchildren will leave an everlasting mark, far surpassing the significance of any material wealth you may leave behind. Allow that to sink in.
Join us on this week's captivating episode of Dollars & Sense, where Marc and Marion talk about the significance of investing your resources in making lasting memories with your loved ones, rather than focusing on building an inheritance for your children, 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 #: 538982
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
Welcome back to another episode of Dollars & Sense with your hosts Marc and Marion.
There’s been a lot of speculation surrounding the 2 pm Fed Meeting today (1/31/24) and whether they’re going to lower interest rates. Our guess as well as most analysts out there, is that they will not be lowering interest rates – at least for now. However, word on the street suggests there could be up to four rate cuts this year. That’s important because essentially the 10-year Treasury Bond is priced off those rates. So, why is that important? If you weren’t aware, mortgages are priced off the 10-year bond. Have we got your attention yet?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about what the impact of a drop in interest rate means 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 #: 535458
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Thanks for joining Marc and Marion for this week’s episode of Dollars & Sense. FASFA applications are being filled out and college acceptance letters are coming in. If you have a student graduating from high school this year who has plans of furthering their education, whether a trade school, college, or university, they are eligible to apply for our Freedman Financial Annual Scholarship. We offer $2,000 to the applicant who best answers a 500-word essay, “What Does Financial Responsibility Mean to You?” and who excels with their academic and extracurricular activities. You can put the money towards books, a new laptop, or even tuition – every little bit helps! Learn more about this on our website or by signing up for our newsletter.
For decades, we’ve been conditioned into thinking that you need to attend college and obtain a degree after high school. Now, with the rising cost of college, people are questing whether it’s worth sending their children to a secondary school.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about the value of college and if people’s view on the importance of it has changed 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 #: 532448
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 18, 2024
Thursday Jan 18, 2024
We’re three weeks into January and there’s a lot to unpack! The frigid winter temps are here, we’re pumped that the Boston Celtics are in first place, and we’re in the beginnings of the political primaries. Everyone has a right and obligation to vote, please make sure you exercise your freedom to do so and encourage your eligible children to vote as well.
In this week’s episode of Dollars & Sense, Marc and Marion raise the question as to why the younger generations are having more difficulty living within their means. Has the gradual shift from cash to debit/credit cards played a part in the decline of financial literacy?
Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about the importance of financial literacy 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 #: 528912
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Marion and Christian are together again to host this week’s episode of Dollars & Sense. Everyone’s getting settled into the new year and is excited for new beginnings, a “fresh start”, healthier eating, and getting into shape. The start of the new year also means it’s Girl Scout Cookie season. The temptation is real - don’t fight it, treat yourself to these delicious cookies and support your local Girl Scouts!
This week we picked out an important topic for our listeners, understanding beneficiary IRA rules. We’re going to break down the ever-changing rules surrounding beneficiary IRA’s and provide you with financial advice in a language you can understand.
Tune in to this week’s episode of Dollars & Sense as Marion and Christian discuss what happens when you inherit a retirement account from someone 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 #: 526637
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean