New Year Financial Clean Up

from Dollars & Sense · host Freedman Financial

Any time we enter into a new year, it’s a normal time for our clients to check in on their financial accounts and portfolio. For many, the numbers may look better than expected based on market performance over the last three years. In this week’s episode of the show, Marion & Christian discuss the best tactics when checking in on your finances at the beginning of the year, especially when it comes to the idea of rebalancing. 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 #: 851792 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

What this episode covers

Any time we enter into a new year, it’s a normal time for our clients to check in on their financial accounts and portfolio. For many, the numbers may look better than expected based on market performance over the last three years. In this week’s episode of the show, Marion & Christian discuss the best tactics when checking in on your finances at the beginning of the year, especially when it comes to the idea of rebalancing. 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 #: 851792 Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

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New Year Financial Clean Up

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This episode is 13 minutes long.

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This episode was published on January 22, 2026.

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