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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
Episodes
Aug 13, 2025
Aug 13, 2025
17 min
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
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Aug 7, 2025
Aug 7, 2025
17 min
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
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PodBean
Jul 31, 2025
Jul 31, 2025
15 min
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
Jul 24, 2025
Jul 24, 2025
16 min
In this week’s episode of the show, Marc and Marion are dissecting an inquiry they recently received from a client. It basically goes like this – even with interest rates getting lower, what is in it for me?
That question has been asked by several of our clients over the years, whether they are discussing the low interest rate they already have on their mortgage or whether they don’t have a mortgage at all anymore!
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 #: 772965
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jul 17, 2025
Jul 17, 2025
16 min
The One Big Beautiful Bill. Have you heard of it? After weeks of hot topic discussion on TV networks and newspapers, the divisive bill has been signed into law by President Trump.
But regardless of your opinions on the bill, we thought it would be helpful to highlight the key things included in the 900+ page document that is important to our clients. Most specifically - the verbiage and benefits around Social Security.
Tune in as Marc and Marion move through the noise and get into the meat and potatoes of how this bill affects their clients.
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 #: 769365
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jul 10, 2025
Jul 10, 2025
14 min
As we hit the halfway point of the year, it’s time for some reflection and forecasting. Join Marion and Christian as they go through some of the biggest stories that hit the financial markets so far in 2025, including the announcement of tariffs, the fast decline and recovery of the stock market and much more.
But that’s not all. The two then shift gears and look ahead to what might be coming for the remainder of the year. Find out what the Freedman Financial staff has been paying close attention to for the back half of 2025.
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 #: 764314
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jul 3, 2025
Jul 3, 2025
17 min
If you’ve ready your local or national newspaper lately, you likely have seen a story or two about someone falling victim to a major financial scam. While you may read it and think “that could never be more”, it may be more likely than you think!
On this episode of the show, Christian and Marion are walking through several of the scams they have seen either through the experience of our clients or from news stories.
Want to make sure you are not falling prey to financial scams? This might be your call to tune in!
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 #: 762347
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jun 26, 2025
Jun 26, 2025
14 min
As we approach the halfway point of 2025, it’s hard not to look back at the headlines that dominated so much of the first six months of the year and see if they are still relevant.
With that in mind, Marc & Marion are spending much of today’s episode of the show discussing “confirmation bias”, or the tendency to favor information that already aligns with one’s preexisting beliefs. This is very true in the political realm, but what about in your financial decisions?
With that in mind, the duo also touch on the importance of being careful where you are getting information from online, especially with the advancements in technology that excel at deceiving you.
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 #: 758063
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jun 19, 2025
Jun 19, 2025
15 min
With Marc traveling this week, Marion and Christian are driving the ship for this week’s episode.
As we officially enter the summer season next week, most of our “snowbird” clients are heading back to Massachusetts after spending the winter months down south.
But that brings up a big question that most of our clients have – how do you handle changing your residence once in retirement, especially if you own two homes in two different states?
Listen along as Christian and Marion discuss differences in state income tax, insurance differences, and some of the most common ways that clients claim domicile in somewhere like Florida during retirement.
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 #: 755518
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
Jun 12, 2025
Jun 12, 2025
12 min
Join Marc and Marion for this special edition of Dollars & Sense recorded at Duke University in Durham, North Carolina! The duo spent the last week there for the annual LPL Leadership Conference and have ALOT to share about what they learned.
More specifically, they dive into how when it comes to financial decisions, not everyone looks at things the same exact way. Want to know more? Listen to the full episode now.
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 #: 752859
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean