Dollars & Sense

Marc is joined by Marion this week for a timely conversation as we approach the midpoint of the year and look ahead to America’s 250th anniversary. Together, they reflect on how global events—like the World Cup—have a unique way of bringing people together, creating space for a wide range of perspectives and shared experiences across cultures. They explore how narratives around politics and economics are often shaped by social media and the circles we’re part of, leading to common misconceptions and broad generalizations. Drawing on these observations, they introduce a recent post from their LinkedIn page, “6 Money Myths,” to challenge some of the assumptions that can impact financial decision-making. Join Marc and Marion as they unpack the influence of today’s global environment, offer a fresh perspective on widely held beliefs, and share practical insights to help you think more clearly about your financial future in this week’s episode   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 #: 1131771   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Marc and Marion are back from a trip to the Wharton School in Philadelphia for an LPL Financial conference.   The theme of the discussions at the conference was how to you protect your business from competitors. How do you find what makes YOUR business unique so that other businesses can’t overtake you?  Well, we have a pretty good answer. You’ll have to listen to the full episode to find out!  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 #: 1128193    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

As they approach retirement or are already across the finish line, we’ve noticed that more and more of our clients are looking to sell their homes and move into a condo or townhome. And while that typically wouldn’t be an issue for retirees who own their home completely, there actually are quite a few hoops they may have to jump through. On this week’s edition of Dollars & Sense, Marc and Marion discuss the difficulty of securing a home loan as a retiree, why many retirees are looking into home loans at all, and whether moving is actually a good choice in 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 #: 1125501

Marc is joined by Christian this week for a timely conversation about what’s happening in the world—from global conflict and rising gas prices to ongoing shifts in the market. Together, they explore how today’s headlines and media coverage can influence perception, while recognizing that everyone’s financial situation is unique. Drawing from real conversations with clients who are actively absorbing the news cycle, they discuss the importance of focusing on what you can control, especially during uncertain times, and how to build a financial plan that aligns with your individual goals and circumstances. Join Marc and Christian as they break down current events, provide perspective on the information shaping investor behavior, and offer practical guidance on creating a financial plan that’s tailored to you in this week’s episode.   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 #: 1122528   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean    

Marc is joined by Marion this week for a thoughtful conversation about the current direction of the markets, the influence of media narratives, and the role AI speculation is playing in investor sentiment. Together, they unpack why what you hear in the news isn’t always impacting the market the way you might expect, helping listeners better understand the bigger picture behind today’s headlines. They discuss how technologies like AI—can shape perception without always driving real market movement, and why at Freedman Financial they avoid picking individual stocks when building long-term financial plans. By focusing on fundamentals and disciplined strategy, they offer practical insight into what it truly means to invest with purpose and clarity. Join Marc and Marion as they cut through the noise, bring perspective to today’s market environment, and highlight what really matters when it’s time to get serious about your financial planning in this week’s episode.   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 #: 1119612   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Marc is joined by Marion this week for an engaging conversation about SpaceX, stocks, and the world of startups. Together, they break down common mistakes investors make and explore what it means to get in on early-stage opportunities, helping listeners better understand how to approach investing with clarity and confidence. They discuss how evaluating young companies, understanding risk, and thinking long-term can impact your financial future. By simplifying concepts like buying shares and ownership in a company, they offer practical insight in a way that’s easy to follow—no matter your level of experience. Join Marc and Marion as they bring clarity to investing fundamentals and highlight what to watch for when stepping into the world of stocks and startups in this week’s episode.   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 #: 1115324   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Marc is joined by Christian this week for an insightful conversation about their upcoming SHRED event and the role it plays in maintaining financial organization. Together, they walk through the types of documents that are safe to discard—and those that are essential to keep—helping listeners better understand how to manage sensitive financial records with confidence. They discuss how staying organized can reduce risk, prevent identity theft, and simplify long-term financial planning. By breaking down what to keep, what to shred, and why it matters, they offer practical guidance for navigating financial paperwork at every stage. Join Marc and Christian as they bring clarity to what you can let go of—and what you should hold onto—in this week’s episode.   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 #: 1112674   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Marion is joined by Christian this week for a thoughtful conversation on why financial planning is never a one-and-done process. Together, they explore how even the most well-constructed plans can evolve as life unfolds—often in ways we don’t anticipate—requiring ongoing adjustments and a flexible approach. They discuss how different life stages bring shifting priorities, changing lifestyles, and new financial considerations, all of which play a critical role in shaping long-term plans. By looking beyond static strategies, they highlight the importance of staying engaged and adaptable through every phase. Join Marion and Christian as they bring perspective to the ever-evolving nature of financial planning.   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 #: 1107610   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Marc is back this week, joining Marion to unpack the current wave of market uncertainty and the powerful role algorithms and media narratives play in amplifying fear. Together, they explore how rapid market shifts can trigger emotional reactions and lead many to assume history is repeating itself—when in reality, the landscape is constantly evolving. They look beyond the headlines to examine why quick changes can feel so unsettling, and how perception is often shaped as much by messaging as by markets. Join Marc and Marion as they bring clarity, context, and perspective to a fast-moving environment, helping listeners understand not just what’s happening in the markets, but why it can feel so unpredictable.   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 #: 1103471   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

In a time marked by deeply divided beliefs and opinions, Marion and Christian sit down to unpack recent events and the forces shaping how people interpret them. They explore the growing gap in perspectives—driven in part by a widening wealth divide—along with the influence of news cycles, media narratives, and differing economic realities. They look beyond surface-level reactions to understand why the same market can feel vastly different depending on where you stand. Join Marion and Christian as they bring nuance, context, and thoughtful conversation to a complex moment—helping listeners better understand not just what’s happening in the markets, but why perspectives on those movements can be so sharply divided.     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 #: 1099948   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean  

Markets are often one of the most confusing—and talked-about—topics, especially when headlines don’t always match what’s actually happening beneath the surface. In this week’s episode, Marion and Christian share takeaways from an exclusive luncheon with JP Morgan, offering clarity and context around today’s market dynamics. They unpack the firm’s perspective along with insights from multiple analysts, diving deeper than the headlines to explore what the data is really telling us. From big-picture trends to granular economic indicators, they break down the numbers that often get overlooked. Tune in as Marion and Christian bring real data, thoughtful perspective, and expert insight to help cut through the noise—providing a clearer understanding of the economy and why, sometimes, the markets seem to move without rhyme or reason.   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 #: 1097091   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean  

One of the most frequently asked topics around the office centers on home buying—from first-time buyers navigating the process for the very first time to homeowners juggling the complexities of buying a new home while selling an existing one. In this week’s episode, Marion and Christian dive into the questions they hear most often, breaking down what buyers and sellers should consider at every stage of the journey. They explore how the process has evolved over the years, what’s changed in today’s market, and what still holds true when it comes to making smart, confident decisions. Tune in as Marion and Christian share insights, practical guidance, and real-world perspective to help demystify the home buying and selling process—whether you’re just getting started or planning your next move.   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 #: 1093361   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean  

Take a step back and think about what YOU can control. Differences of opinion across the media can be challenging to navigate, especially during times of global conflict. News outlets and algorithms often amplify confusion—leaving many to wonder: Is America really in bad shape? And what’s driving that perception? In this week’s episode, Marc and Marion break down today’s media headlines and offer clarity on what’s really happening in the markets. Tune in as Marc and Marion explore how uncertainty around AI, oil and gas, and global conflict is driving market reactions—and help separate emotional headlines from market reality.   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 #: 1090115   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Real stories in real time are how you get REAL financial advice. This week, Marc and Marion sat down to ask—and answer—the most commonly asked questions in financial planning, tying in the current state of the markets, investment strategies, taxes, and more. Tune in as Marc and Marion break down the slices of the financial‑planning pie and continue to offer a rational voice during emotional times.   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 #: 1086958   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Last year it was tariffs — this year, it’s oil and gas. In this week’s episode, Marc and Marion break down what’s happening in the markets amid the ongoing conflict in Iran. Once again, we find ourselves in a period of heightened uncertainty. However, despite the headlines, today’s environment doesn’t compare to some of the more intense market disruptions we’ve witnessed over past decades. Tune in as Marc and Marion share practical ways to build a financial plan that can withstand market volatility and keep you on track through the ups and downs.   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 #: 1082330    Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

  With the overwhelming amount of news in the media space right now, including the war in Iran, how markets are reacting, AI and more – it's more important than ever to consider HOW and WHERE you are getting your information. In this week’s episode of the show, Marc and Marion go through some of the top headlines dominating the landscape and digest the bigger questions – who do you trust when looking at the news? What do you believe? Is this “news” or just interpretation? Finally, they tie it all back to how your media consumption can affect your financial life. 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 #: 1080029   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean    

How did the market react to the United States and Israel starting a war with Iran? That was the question on everyone’s mind when the geopolitical news broke last week. But so far... as we may have predicted – it's not too crazy. While the market dropped 1,200 points on the second day following the weekend’s announcement, we aren’t shocked. The real question when things of this magnitude happen is – how are you going to respond? This is the main thing discussed with our clients and the big topic of today’s episode. Tune in as Marc and Marion outline how they are balancing appropriate reactions to current events with the worry of 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 #: 1075847   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

After almost a half century of time servicing clients, we often see the same misconceptions that come across our desk. The type of things that if it sounds too good to be true, we should be asking a LOT of questions. In today’s episode of the show, Marc and Marion dive into several of those misconceptions, most importantly – long term care insurance. How does it work and how are our clients pitched different products for it? 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 #: 1073134   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

At this time of the year, the office is getting a flurry of phone calls about tax season. While most clients are calling about their regular tax planning, we are always surprised about the number of clients who reach out with questions about a new tax “strategy” that they saw online. The idea: I’m going to beat the system! ...Not so fast. In this week’s episode, Marc and Marion track how the idea of “beating the system” has been around since they both started in the industry, and how it often doesn’t lead them anywhere. 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 #: 1069391   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Have you ever heard of the term “gray divorce”? If not – it might be something you become more aware of as you get further into retirement. Put simply, a gray divorce is when a couple over the age of 50 separates, typically once the kids are out of the house (but not always). In this week’s episode of the show, Marc and Marion dissect what they notice about this trend and what some of the signs of a gray divorce are – including increased women’s independence, desires for travel, decades of the same routines and more. 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 #: 1066818   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

On this episode of Dollars & Sense, Marc and Christian dig into how each generation is reshaping the way they save—and spend. The duo discusses retirees who’ve saved so well they’re now searching for meaningful ways to enjoy their money, often through travel. They also break down why Gen Z is saving aggressively but avoiding traditional investments, and why Millennials are leaning toward fast, gamified platforms like Robinhood, crypto, and even sports betting. In the end, they explore what people really want from their money today—and what it all means for long‑term financial planning. 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 #: 1062551   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

This week’s episode is a bit of a different one... Marc has driven an electric car for almost a decade, but recently he decided to take Marion for a spin in his car... but with a catch – he wasn’t the one driving! Driveless cars have been all over the news the past few years, but our hosts have first-hand experience of the phenomenon. What does it mean for the future of technology? What does this have to do with personal finance decisions? Listen and find out! 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 #: 1058034   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Like clockwork, the Social Security situation is scaring some of our clients and the general population. But should it be? In today’s episode of the show, Marc and Marion discuss the real information surrounding Social Security, plus a hard pill to swallow from Marc for some of our younger listeners. But the main takeaway is this – the new cycle thrives on Social Security fears and we have to be cautious about the information we are taking in. "The demise of Social Security creates headlines.” 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 #: 1055550   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

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

We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees. Here is a sneak peek of some of the topics discussed: Stop focusing on your portfolio and start focusing on the money that comes into the house Put your money on a timeline versus a pie chart How long you plan to live MATTERS for your financial plan 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 #: 847821   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

With the new year officially here, it’s predictions time! Join Marc, Marion and Christian for our longest episode ever of the show! The trio will be going one-by-one through their big financial and market predictions for 2026. And you don’t need to just listen, feel free to play along and let us know what you think of our predictions as well as making some of your own! 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 #: 845211   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

It’s the end of the year edition of Dollars & Sense! Marc & Marion close the door on 2025 and welcome in the New Year in this week’s episode. As another calendar year passes us by, how would we rate 2025? Good...bad... somewhere in between? Tune in as Marc and Marion digest most of the important financial happenings from the year and how looking back can help fortify us mentally for what may be ahead. And finally... is Marc getting too old for New Year’s resolutions? 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 #: 843015   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

It’s the end of the year and Marc and Marion have plenty to talk about before the calendar flips to 2026. In today’s episode of the show, the duo go over a myriad of topics, including: Clients' portfolios exceeding expectations in the short term How people are spending and budgeting their money during the holiday season The return of using cash? The art, of lack thereof, of modern tipping culture   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 #: 840421   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

As we approach the final days of the year, Marc and Marion are busy at the office. Amid the year-end hustle, they want to ensure clients understand key tax strategies before 2026. Tune in as they cover capital gains distributions, mutual funds, and more in one of our last episodes of 2025. Plus, hear Marc’s recap of his experience ringing the Opening Bell at Nasdaq this week with LPL Financial! 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 #: 838158   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

This week’s episode is one semester in the making! Earlier this year, Marc and Christian were asked to serve as mentors in financial planning class at Marc’s alma mater, Babson College. And as the semester wrapped up recently, they were presented with the student’s final presentation, which had to do with a real case we saw at Freedman Financial (personal information not included 😊) Listen along to see what surprised the two from the presentation and some of their takeaways! 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 #: 835940   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

In today’s special episode of the show, Marc and Marion are LIVE from Putnam’s Pantry once again for our annual client event. In between enjoying some ice cream and sweets, the duo spends some time breaking down Freedman Financials’ “72 points of contact”, which includes our weekly newsletter, quarterly webinars and much more. Whether you’re a client of ours or not, this is a great chance to get familiar with what it looks like to do life with Freedman Financial.   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 #: 832501   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

When you think about beneficiaries, you probably picture loved ones—not the IRS. But taxes can quietly claim a big slice of your legacy if you don’t plan ahead. In this episode, Christian uncovers the hidden role Uncle Sam plays in your estate, explain how estate taxes work, and why knowing your net worth matters. We’ll share practical tips for ensuring your money goes where you want it to go, from setting up a revocable trust to implementing a solid estate plan. If you want to protect your wealth and minimize surprises, this episode is your roadmap. 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 #: 830082 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean  

Throughout the years, we have had clients come to use with this exact situation: “I’m trying to help with my declining parents’ financial stuff. How can you help?” While this may not be your situation at the moment, almost everyone will at one point have to deal with the accounts, money and consequences of their parent’s financial life. Join Marion and Christian this week as they dive into this question, shed light on how Freedman Financial works through these conversations and much more. 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 #: 828077    Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

As you approach retirement, the familiar rhythms of daily life—your work routine, social circles, and personal rituals—may begin to shift. These changes can feel disorienting, but they also open the door to something new: what Marc and Marion call “the encore” or “Act Three.” In this episode, the duo explores how retirement isn’t just one long stretch of time, but a dynamic phase filled with opportunities for growth, reinvention, and connection. Tune in as they share insights on how to thoughtfully prepare for this next chapter, embrace new environments, and build a fulfilling life beyond the workplace. 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 #: 823855 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean            

In this week’s episode of the show, Marc is previewing an upcoming trip he’ll make to Orlando where he’ll be speaking to several financial advisors who are looking to grow their business. But while many of these advisors are successful, they still may be seen by many of their clients as “the investment guy”. How do they break out of that stigma? Well… it starts by how they service their clients and how they help their clients decide how they want to utilize their money beyond just the spreadsheet! 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 #: 819806   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Our audience has been asking for other voices to join the show for a while now, so we decided to start at the top! On this VERY SPECIAL episode of Dollars & Sense, Marc is joined by Rich Steinmeier, Chief Executive Officer of LPL Financial. Rich became LPL Financial's CEO in 2024, and before that served as the firm’s Chief Growth Officer. Listen along as rich details the role he plays day-to-day as CEO, how LPL has changed since he joined, and what LPL’s reputation is within the entire broker-dealer industry 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 #: 812196   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Earlier this week, Marc received a message from a client with the following question: “Isn’t an overvalued market in a poorly performing economy a sign of a pending recession or worse?” Hidden inside that question is a LOT of assumptions. In today’s episode, Marc and Marion give an answer to this question, and it may not be what you think. 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 #: 814921   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants clarity, control, and peace of mind. In this episode, we break down the essentials: from understanding what each document actually does, to avoiding costly miscommunications between your intentions and legal execution. We also explore: The role of financial planners vs. attorneys in estate planning Why Power of Attorney matters while you're still alive Whether complex trust documents are always necessary—or if there's a simpler, low-cost alternative   Tune in for a practical, jargon-free conversation that helps you make smarter decisions about your future. 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 #: 811716   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

When you go into retirement, does it make sense to stay in your home? At our office, we have countless examples of clients who stay in their homes for too long while in retirement… causing headaches in other areas of life. In today’s episode of the show, Marc and Marion discuss how your home is potentially the greatest wealth that you may have in retirement, so what if you unleashed that equity? Listen along for the pros and cons of selling your home in retirement or staying put. 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 #: 806648   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

Marc is back this week from an LPL Financial conference in Hawaii and has a lot to talk about!  After a quick discussion about the differences between the Fortune 500 and S&P 500, Marc and Marion dive into the topic of this week’s episode: What is it that makes you feel “life”?   What if you could create more moments in your life that make you feel like that?   Listen to find out exactly what the duo means.  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 #: 799661    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean   

When many of our clients reach retirement age, they are still thinking about metrics like their credit score and how that will impact their retired life.  But as we kept hearing that, we thought a new metric would not only make more sense, but actually help our clients out on a more practical level.   In this week’s episode, Marion & Christian introduce us to the “Retiree Financial Health Score” and go through how they have come to think about it.  Whether you’re retired now or still have a few decades to go in the workforce, this episode should prove useful.  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 #: 796505    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

Have you bought a powerball ticket?  Why does everyone want to buy a powerball ticket when it gets to a $1 billion jackpot?  In today’s episode of the show, Marc and Marion are discussing how even when you come into a large sum of money, whether it’s millions or billions, most people don’t want to change their lifestyle that much.  And they also raise the question of “enough”. How much is that for you? For some people it’s double of what they have, but for most people it’s just a little bit more.  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 #: 794658   Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

While the summer is typically a quiet season at our office, that hasn’t been the case this year.   Clients have been consistently stating that it’s been a tough year for the stock market. But is that true?  In today’s episode of the show, Marc and Marion dig into the realization that most of what you’re reading in the news and seeing on TV is for entertainment FIRST, versus giving you a dose of reality as to what is going on.   So how does that inform our financial decisions? Take a listen to find out!  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 #: 790326    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

We are still FOCUSed on what we learned from LPL Financial’s national conference earlier in the month.   While we already tackled the question of “what if you could” in regards to retirement, Marc and Marion take a step back this week to look at the big picture?  What if you could find a financial firm that is your financial planner and not just your “investment guy”?  That’s the big question that our team has been diving into with clients in the last few weeks. Make sure you tune in to learn more.  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 #: 787099    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

Marion and Christian are back from sunny San Diego after attending LPL Financial’s national “Focus” conference this week.   And they come into this week’s episode of the show with one question – “What if you could?”  While this is the new slogan currently being used by LPL Financial, it is also the perfect question to ask our clients to help them work towards their future goals. What if they could travel to that destination they’ve always dreamed of, what if they could get that vacation home, what if they could… etc.  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 #: 784430    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

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   Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

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  Google Podcasts  TuneIn + Alexa  Pandora  PodBean 

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 

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 

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