All Episodes
Dollars & Sense — 113 episodes
Navigating the Financial Noise
Do You Still Need Life Insurance?
America at 250: The Evolution of Money and Mindset
6 Money Myths: Separating Fact from Fiction
What's Your Financial Advisor's Super Power?
Home Buying Hacks for Retirees
Planning Through Uncertainty: What Really Matters Right Now
Getting Serious About Your Financial Future
Understanding Early-Stage Investing
2026 Shred
Navigating Life’s Changes Through Strategic Planning
Markets Hate Uncertainty
Markets Through a Divided Lens
Beyond the Headlines: What the Markets Are Really Telling Us
Navigating Today’s Home Buying & Selling Market
Clear Guidance in Uncertain Times
REAL Financial Advice
Managing Your Plan in War Times
Who Do You Trust For News?
Financial Advice in Light of a War
Stories From the Front Lines
Is It Too Good To Be True?
What Is A Gray Divorce?
Generational Divides
Lessons from a Self-Driving Tesla
Social Security Fears?
New Year Financial Clean Up
Financial Planning Tips to Kick Off the New Year
Our 2026 Financial Predictions Extravaganza!
Looking Back & Looking Forward!
Still Carrying Cash?
Year End Tax Planning Strategies
Lessons from Babson College Students
How We Make The Client Experience Worth It
Hidden Beneficiaries: How Uncle Sam Shapes Your Estate Plan
Helping Aging Parents with Money
Are You Ready For The Encore?
What Do You Want Your Money To Do For You?
Live from Hawaii with LPL CEO Rich Steinmeier!
Understanding the Special “K” Economy
What if you Could Uncomplicate Your Estate Plan?
Should You Stay Or Should You Go?
What If You Could Feel Alive in Retirement?
Retiree Financial Health Score
How Much is Enough?
The Influence of Sound Bits and Headlines
What if You Could... Find a Financial Advisor Who Does More than Just Investments?
What If You Could?
Financial Tips for International Travel
Some Thoughts About Tariffs
The Role of Power Of Attorney
Lower Interest Rates – What’s In It For Me?
Highlights of the Big Beautiful Bill
Midyear Review: Looking Back & Looking Forward
Watch Out For Scammers!
Be Careful of Where You Get Your Info!
What to Know Before Relocating in Retirement
Live from Duke University!
What Works For You May Not Work For Others!
Water Cooler Personal Finance
How Much Money Buys Happiness?
Another False Alarm
You Don’t Know What You Don’t Know
Financial Advice for Graduating College Students
4-24-2025 Dollars and Sense, The Retirement Equation
4-17-2025 Dollars and Sense, Advice for Nervous Investors
4-10-2025 Dollars and Sense, Demystifying Taxes
4-3-2025 Dollars and Sense, Financial Advice When a Loved One Dies
3-27-2025 Dollars and Sense, Social Security Myth Busters
3-20-2025 Dollars and Sense, This time is different? Not so fast...
3-13-2025 Dollars and Sense, Non-Negotiable Money Rules
3-6-2025 Dollars and Sense, Is My Social Security... Secure?
2-27-2025 Dollars and Sense, A Portfolio That Lets You Sleep At Night
2-20-2025 Dollars and Sense, It’s Not About the Number!
2-13-2025 Dollars and Sense, Valentine’s Day Special: Live From The Freedman Household
2-06-2025 Dollars and Sense, Worried? Get Out Of Your Bubble!
1-30-2025 Dollars and Sense, New Year. New Volatility. Remain Rational.
1-23-2025 Dollars and Sense, California Wildfires: Wondering About Your Insurance Coverage?
1-16-2025 Dollars and Sense, What Has Been Your Best and Worst Investment?
1-09-2025 Dollars and Sense, Stop Moving the Goal Posts!
1-02-2025 Dollars and Sense, 2025 Stock Market Predictions Spectacular!
12-26-2024 Dollars and Sense, This is Marc's New Year's Resolution. What's Yours?
12-20-2024 Dollars and Sense, Why It’s OK To Spend This Month
12-12-2024 Dollars and Sense, Buying Flexibility For the Future
12-05-2024 Dollars and Sense, What Do You Love to Spend Money On?
11-26-2024 Dollars and Sense, Financial Advice With A Cherry On Top!
11-21-2024 Dollars and Sense, How To Get Better Value From the Fee You Pay
11-14-2024 Dollars and Sense, The Modern Day Retirement Equation
11-07-2024 Dollars and Sense, What Are Your Insurance Needs?
10-31-2024 Dollars and Sense, Let’s Talk About Year-End Giving
10-24-2024 Dollars and Sense, Making the Most of Employee Benefits
10-17-2024 Dollars and Sense, Don't Worry About the Short-Term
10-10-2024 Dollars and Sense, You're Likely Doing Better Than Most
10-03-2024 Dollars and Sense, "Why Keeping it Simple Makes You Smahter!"
09-26-2024 Dollars and Sense, How Long Do You Plan To Live?
09-19-2024 Dollars and Sense, Why Beneficiary Designations Matter
09-12-2023 Dollars & Sense, Financial Advice for Parents and their Adult Children
09-05-2023 Dollars & Sense, Financial Advice for Parents and their Adult Children
08-29-2023 Dollars & Sense, Why Your Investment Structure Matters More Than the Investments Themselves
08-22-2023 Dollars & Sense, Secrets to Client Retention
08-15-2024 Dollars & Sense, Navigating Market Shifts Amid Interest Rate Changes
08-08-2024 Dollars & Sense, Is Behavior more Important than Intelligence?
08-01-2024 Dollars & Sense, Financial Planning Amidst Global Uncertainty
07-25-2024 Dollars & Sense, Lessons from Jury Duty
07-18-2024 Dollars & Sense, Back to School Blueprint: Education Planning & 529 Plans
07-11-2023 Dollars & Sense, Navigating Financial Fallacies
07-04-2023 Dollars & Sense, Adapting to Unforeseen Transitions
06-28-24 Dollars & Sense, Do You Have TOO MUCH CASH in the bank?
06-20-2024 Dollars & Sense, Why Do We Include Bonds In Your Portfolio?
06-13-2024 Dollars & Sense, Why Travel Planning is Part of a Financial Plan
06-06-2024 Dollars & Sense, Retirement Curveballs: Planning for the Unexpected
05-31-24 Dollars and Sense, How Much Money Do I Really Need to Retire Comfortably?
05-24-2024 Dollars & Sense, Time (not TIMING) in the Market is the Best Strategy