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PODCAST

Dollars & Sense

Freedman Financial

Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.

business investing

All Episodes

15:18

03-16-2023 Dollars & Sense, Time to Check Your Bank...

Dollars & Sense ·

2023/03/16

Very rarely we get to say we have an exciting time in the world of finance, but last week we saw the failure of a bank… Silicon Valley Bank to be exact. Bank failures can feel scary to say the least, however, it is important to know the FDIC was designed for moments like this. The FDIC guarantees deposits up to $250,000 per depositor, per insured bank. This means that if a bank fails, the FDIC will step in and ensure you get you money back (up to the insured limit that is.) Listen to what Marion and

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15:51

03-09-2023 Dollars & Sense, How to Review & Track...

Dollars & Sense ·

2023/03/09

Ah budgeting… the financial equivalent of dieting. It is not a fun word, but it is necessary. Knowing how much you spend is such an important factor in any sound financial plan. Your spending habits impact all pieces of your financial puzzle - from retirement, to investing, to saving, and everything in between. This week on Dollars & Sense, Marion is joined by our Director of Financial Planning, Christian Karcher to discuss how to review and track your spending. … and just a reminder, don’t forget

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19:06

03-02-2023 Dollars & Sense, The Implications of...

Dollars & Sense ·

2023/03/02

The Markets seem to be as unpredictable as the weather lately. That is why having a well-diversified portfolio that align with your long term goals is so important! Of course you should have some money in the bank for expenses that pop up, but the money you are not going to touch should probably be invested with a long-term strategy. Because of Market trends, we are noticing in the office that many are being more cautious about spending or part of the money. However, if they are not, part of what

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16:55

02-23-2023 Dollars & Sense, Do You Have Inflation...

Dollars & Sense ·

2023/02/23

The Market is still trying to figure out how to catch its footing right now. Returns on portfolios in 2021 were enormous… but in 2022 you lost it all and then some. But it is important to note that the U.S. is set for recovery. If you are being overly cautious and are opting to not participate in the market, this can be a big mistake, especially if you have time on your side. During this week’s episode of Dollars & Sense, we discuss the FED, interest rates, money market funds, inflation, and

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17:29

02-16-2023 Dollars & Sense, How Artificial...

Dollars & Sense ·

2023/02/16

Tax season is in full swing! During this week’s episode of Dollars & Sense, Marc and Marion discuss why you should hold off on making an appointment with your tax professional until March, when you should file your taxes with a professional VS the DIY method, and why getting a large tax return isn’t necessarily a good thing. We also touch on a hot topic — artificial intelligence (aka AI.) Marc asked Chat GBT to explain the difference between financial planning VS investment advice. Find out what AI

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14:59

02-09-2023 Dollars & Sense, Will You Pull a Tom Brady?

Dollars & Sense ·

2023/02/09

We are approaching Super Bowl Sunday this weekend! The Patriots may not be playing in the big game, but a former Patriots' player made big news this weekend. You guessed it – the one and only Tom Brady. He announced he is retiring again, but this time FOR GOOD. This just goes to show people approach retirement in different ways, and today’s approach to retirement looks way different than it used to. Retirement is not always necessarily about the money (but of course, we know a big retirement concern

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16:53

02-02-2023 Dollars & Sense, Ease Your Retirement Fears

Dollars & Sense ·

2023/02/02

For those of you who may not know, we have to do a certain amount of continuing education each year to maintain our professional financial designations. This week, Marion attended a continuing education course on retirement planning- something we are EXTREMELY familiar with. However, she did take away from the course a few interesting retirement-related statistics that opened our eyes to the general population in the U.S. Did you know?: 72% of Americans are concerned about running out of money in

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16:07

01-26-2023 Dollars & Sense, Have a Plan in Place

Dollars & Sense ·

2023/01/26

There are lots of lessons to be learned from 2022. During this week’s episode of Dollars & Sense, Marc and Marion talk about the importance of having a financial plan. They also discuss the criteria they analyze when creating a financial plan based on their client's unique situations. If now is the time to get serious about your financial planning, please reach out. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial, your

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16:39

01-19-2023 Dollars & Sense, Hints of Improvement

Dollars & Sense ·

2023/01/19

This week on Dollars & Sense, Marc and Marion discuss hints of market improvement as well as everything you need to know about Required Minimum Distributions. Remember- hope is not a strategy. The professionals at Freedman Financial want to make sure you are positioned for the long term. Contact us to start 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

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16:31

01-12-2023 Dollars & Sense, Finding the Right...

Dollars & Sense ·

2023/01/12

When we think about the last year, we tend to think about the markets being down, political unrest, and soaring inflation and interest rates. Those worrisome factors left many wondering: Should I be concerned about my future? Am I still on track with my retirement plan? Do I need to go back to work after retirement? If you have the right strategy in place, even when things are not seeming to move in the right direction, you CAN still be on track! Always remember to live with one foot in the

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15:34

01-05-2023 Dollars & Sense, You Can’t Predict the...

Dollars & Sense ·

2023/01/05

The start of a new year means lots of analysts, strategists, and economists have shared their predictions for the markets for 2023… and they are all different. There is only one thing that is certain, and that is you cannot predict the markets! During this week’s episode of Dollars & Sense, Marion and Christian take a trip down memory lane and review 2022 predictions to see if any of them were correct. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars &

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15:14

12-29-2022 Dollars & Sense, New Year, New Rules?

Dollars & Sense ·

2022/12/30

It is hard to believe, but we have reached our final podcast of 2022! We had high hopes for this year, and don't get us wrong, there were definitely some wonderful moments! However, the Stock Market hit an all-time high on January 4th, then... well... you know the rest. That is why we like to remind our clients you cannot expect the market to always trend positively, you just have to plan for the dips! During this week’s episode of Dollars & Sense, Marc and Marion discuss what exactly is going up,

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14:36

12-22-2022 Dollars & Sense, Ending 2022 With Good News

Dollars & Sense ·

2022/12/22

We are approaching the end of what many would see as a "cruddy year" for the markets. But we have some good news — consumer confidence is at the highest it has been all year! What this tells us is that consumers are not overly worried about a deep, prolonged recession. The media can instill unnecessary fear. Do not fall victim to scary headlines, soundbites, and clickbait! With January right around the corner, maybe now is a good time to get a second opinion... 'in a language you can

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14:37

12-14-2022 Dollars & Sense, Moving Forward

Dollars & Sense ·

2022/12/14

It's the holiday season - and so refreshing to see more and more people doing their shopping in person and virtual holiday events becoming a thing of the past! During this episode of Dollars & Sense, Marc and Marion discuss inflation, unemployment rates, bonds vs saving accounts, and investing for the long term. So, what is next for your financial plan? End-of-year is a great time to revisit your investment strategy based on your goals. A full complement of Dollars & Sense broadcasts

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16:30

12-09-2022 Dollars & Sense, Year-End is Quickly...

Dollars & Sense ·

2022/12/08

Tune in for an informal conversation with Marc and Marion as they share perspectives on preparing for the end of the year. You can count on them to deliver "Financial Advice in a Language You Can Understand®." This week they discuss the state of the economy, charitable planning ideas, tax savings tips, and why you shouldn't be stressing out over the gifts you still haven't purchased. That's a lot of information in 15 minutes - but they seem to squeeze in a bunch of really interesting

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15:29

12-01-2022 Dollars & Sense, Goodbye 2022

Dollars & Sense ·

2022/12/01

2022 was a tough year for traditional stock and bond markets; and it's no wonder many folks are looking for a fresh start for 2023. It's our belief that we're headed for better economic times. But let's face it - market performance is something we really can't control. Here's what you CAN CONTROL. Take some time to reflect on all the good that has happened over the year. Celebrate with family. Plan adventures. Laugh. Indulge. Smile and Hug (after all there was a time we couldn't even do that!) A

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15:47

11-17-2022 Dollars & Sense, Special Edition with Marc...

Dollars & Sense ·

2022/11/17

It is important to remember market downturns typically correlate with uncertainty in the world, and we are STILL living in uncertain times. During this week’s episode of Dollars & Sense, Marc and Christian shine some light on current-day issues for those who are most worried- new retirees. 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

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15:05

11-10-2022 Dollars & Sense, Back From Baron’s

Dollars & Sense ·

2022/11/10

During this week's episode of Dollars & Sense, Marc and Marion discuss the Baron Conference and some of the highlights from the event, including a surprise question and answer from the one and only Elon Musk! We also touch on how the stock market may be impacted by the results of this week's midterm elections. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial

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15:36

11-03-22 Dollars & Sense, Recovery Ahead

Dollars & Sense ·

2022/11/03

Marc and Marion are currently at the Baron Conference. We cannot wait to share what they have to say and tell you all about the fabulous entertainment when we return. This week on Dollars & Sense, we discuss why now is a good time to consider investing for the long-term, rising interest and CD rates, uncertainty in the economy, and how this Tuesday's election could impact the markets. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with

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16:40

10-27-22 Dollars & Sense, Year-End Planning

Dollars & Sense ·

2022/10/27

Marion and Marc are back on the air- Join us for a quick 10-15 podcast that focuses on "Financial Advice in a Language You Can Understand®." This we discuss important year-end tax planning tips, changes to retirement contributions for 2023, charitable giving facts, and how we're managing investment portfolios as we head towards the end of the calendar year. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc

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190 results

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