Dollars & Sense

8-18-14 RETIRING FOR THE GENIUS - Special Broadcast Interview with Maggie Linton

RETIRING FOR THE GENIUS - Special Broadcast

Interview with Maggie Linton on the 'Maggie Linton Show' URBAN VIEW
on Sirius XM Radio ch 126 8/18/14


Retirement can feel like you're walking a tightrope every day. Without a solid handle on your overall personal finances, you could find yourself living without a safety net.

Retiring for the GENIUS is for you if:
• You’re between 50-75 years of age
• You plan to spend $4,000 - $10,000 monthly in retirement.
• You’re total net worth (including home & other personal property) is $500,000 - $2.5 million. 
• You worry about taxes, medical costs, social security and income in retirement.
• You are seeking validation on whether you have enough money to retire. 

8-18-14 RETIRING FOR THE GENIUS - Special Broadcast Interview with Warren Lawrence

RETIRING FOR THE GENIUS - Special Broadcast

Interview with Warren Lawrence on WKNY-AM, Kingston, NY 8/18/14

Retirement can feel like you're walking a tightrope every day. Without a solid handle on your overall personal finances, you could find yourself living without a safety net.

Retiring for the GENIUS is for you if:
• You’re between 50-75 years of age
• You plan to spend $4,000 - $10,000 monthly in retirement.
• You’re total net worth (including home & other personal property) is $500,000 - $2.5 million. 
• You worry about taxes, medical costs, social security and income in retirement.
• You are seeking validation on whether you have enough money to retire. 

8-17-14 Dollars & Sense: Retirement Planning thoughts Return of Up With People

8-17-14 Dollars & Sense: Retirement Planning thoughts Return of Up With People

This week Marc talks about some things to think about when retirement planning. Also some info about the return of Up With People.

 

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

7-21-14 Dollars & Sense: Market risks with individual stocks vs. mutual funds

This week Marc talks about market risks with individual stocks vs. mutual funds. 

For more information on Lease vs. buying a car, we have a blog post that may help, 'Personal Finance: Saving Strategies: Buying vs. Leasing a Car'.

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

7-13-14 Dollars & Sense: Is Leasing a Car Your Best Value?

This week Marc talks about leasing vs. buying a car;  some tips on interest rates and bonds.  Looking for a CFP?  Marc also shares some key questions you should ask a Certified Financial Professional during your interview process.

For more information on Lease vs. buying a car, we have a blog post that may help, 'Personal Finance: Saving Strategies: Buying vs. Leasing a Car'.

Marc also shares a story about the ‘Sippy Cup from hell’.

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

7-06-14 Dollars & Sense: Prepared to be the Executor?

This week Marc talks about talks about the elephant in the room: Understanding Your Role as Executor’

The role of Executor is to act on behalf of the deceased. The Executor is expected to fulfill a few obligations:

·         Pay outstanding debts including bills, credit cards and taxes

·         Distribute remaining money per the wishes of the deceased

·         Written wishes of the deceased are expected to be executed

Learn more here.

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

6-29-14 Dollars & Sense: What you may not have known about wills

This week Marc talks about talks about what you may not have known about wills.

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

6-22-14 Dollars & Sense: Managing Your Digital Assets

This week Marc talks about talks about managing your digital assets.

Other items discussed:

• Who gets your digital assets when you die? Digital assets like: eTrade accounts; PayPal and eBay accounts, etc...
  
• What's a Digital Executor?
  
• Learn How to Get your free Social Security Analysis from Freedman Financial
  

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

6-15-14 Dollars & Sense: What Makes a Really Good Father’s Day Present

This week Marc talks about what makes a really good Father's Day present.  Also discussing:

• Simplify the best years of your retirement
• Spending money properly - the annuity challenge
• Survey results: 'Love & Money by the numbers'
  

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sing up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com

6-08-14 Dollars & Sense: 10 Things Not to Buy in 2014

This week Marc talks about '10 things not to buy in 2014'; 'Taking out funds from your 401k early-WHY?' and 'Social Security follow-up' to last week's broadcast.

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice.

If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

Sing up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com