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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Jul 13, 2014
Jul 13, 2014
56 min
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
Jul 6, 2014
Jul 6, 2014
56 min
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
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
Jun 29, 2014
Jun 29, 2014
56 min
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
Jun 22, 2014
Jun 22, 2014
57 min
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
Jun 15, 2014
Jun 15, 2014
57 min
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
Jun 8, 2014
Jun 8, 2014
58 min
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.comJun 1, 2014
Jun 1, 2014
58 min
This week Marc talks about monthly retirement spending and social security analysis
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.
May 25, 2014
May 25, 2014
56 min
This week Marc asks: Why You Should Wait to Take Your Social Security Benefits
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.
May 18, 2014
May 18, 2014
57 min
This week Marc talks about maximizing benefits from social security.
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.
May 11, 2014
May 11, 2014
57 min
This week Marc talks about calculating mom's annual salary for Mother's Day. Also social security planning and how to maximize your Medicare options
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice.
Each show will feature four segments: The Smart Money Tip of the Week, “Pay No Attention to the “Man Behind The Curtain Segment" (answers to financial myths), Financial Advice that Impacts People Like You and Marc's Mail Bag - answers to listener questions. If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.