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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

13:45

2-13-2025 Dollars and Sense, Valentine’s Day Special:...

Dollars & Sense ·

2025/02/13

In this special Valentine’s edition of Dollars & Sense, Marc is on location from…. home? He’s joined by his wife Laura as they discuss several topics on this “couples and money” themed episode. As the parent’s of five children, Marc and Laura dive into some of the key financial lessons they tried to instill in their kids as they grew up, plus some of the differences in the way they think about money and how their children do. Listen along for some personal anecdotes from the Freedman family

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18:53

2-06-2025 Dollars and Sense, Worried? Get Out Of Your...

Dollars & Sense ·

2025/02/06

Late the other night, Marc received a message from a client with the subject line “I’m Worried”. With everything that happened in January – from wildfires in California, to a presidential inauguration, executive orders, confirmation hearings and more – there sure has been a lot to dominate the news cycle. On this week’s episode, Marc & Marion are here to calm the waters a bit with some rational perspectives. Listen along as Marc documents how he keeps track of the news in order to act in

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20:53

1-30-2025 Dollars and Sense, New Year. New...

Dollars & Sense ·

2025/01/30

Based on JP Morgan’s Guide to the Markets for 2025, the Russell 1000 Growth Index saw 50% of its growth last year come from just FIVE individual stocks. You can probably guess the stocks that made up the quintet, but should this information affect your investment strategy? Marc and Marion dive into that, plus other interesting numbers from 2024 – including the international markets, bond markets and more – in this week’s episode to help you get a better understanding of the financial landscape as

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09:14

1-23-2025 Dollars and Sense, California Wildfires:...

Dollars & Sense ·

2025/01/23

Marc is back for this week's episode of Dollars & Sense, and he's guiding the ship solo as Marion is out on vacation. Marc kicks things off with some reflection on his time off for a family vacation and then dives into the topic of today's episode - the importance of knowing your insurance details in case of disaster. With the recent devastation in California from the wildfires, insurance needs are at the top of everyone's minds. Listen to this week's episode for some tips on what to look

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15:13

1-16-2025 Dollars and Sense, What Has Been Your Best...

Dollars & Sense ·

2025/01/16

With Marc on vacation this week, Marion is joined by Christian to discuss a very interesting topic - client's best and worst investments! Listen along as Christian and Marion give insight into the two most common "best investments" that clients tell them about, plus the one that is most commonly thought of as a "worst" investment. Do you agree with their choices? A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial,

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15:20

1-09-2025 Dollars and Sense, Stop Moving the Goal Posts!

Dollars & Sense ·

2025/01/09

You’ve all heard of the phrase “keeping up with the joneses” and may have even been subject to its influence. But as you start thinking about retirement, it becomes very personal to YOU. In this week’s episode of Dollars & Sense, Marc & Marion discuss the constant issue of moving the goalposts when it comes to financial and retirement planning. They also discuss the problem of retirees not knowing how to spend their money once they reach retirement. A full complement of Dollars &

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20:04

1-02-2025 Dollars and Sense, 2025 Stock Market...

Dollars & Sense ·

2025/01/02

Will the stock market at the end of next year be up or down compared to where it was at the end of 2024? Will U.S. investments outperform international investments? In this week’s episode of Dollars & Sense, Marc & Marion ring in the new year with a predictions special! Watch and listen along as they go through several different questions the market faces in 2025 and what they think may happen. Want to play along at home? Grab a pen and sheet of paper! A full complement of Dollars

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21:44

12-26-2024 Dollars and Sense, This is Marc's New...

Dollars & Sense ·

2024/12/26

It’s that time of year again. As the ball drops in a few nights, we’re bound to see gyms flooded with newcomers and little space to move in the organic food aisle at the supermarket. That’s right – it's New Years Resolutions season.In this week’s edition of Dollars & Sense, Marc & Marion discuss the topic of resolutions and how big changes in your life can start with financial decisions. Listen along and you’ll even hear Marc tell us his one resolution for 2025! A full complement of

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14:40

12-20-2024 Dollars and Sense, Why It’s OK To Spend...

Dollars & Sense ·

2024/12/19

With the holidays hitting next week, it's time for some last-minute shopping! Marc & Marion have an important message in this week's episode - it's OK to spend some money! Listen along as they discuss one of the biggest traps people fall into when financial planning - not spending ANY of their money. There's a time to save and a time to spend, and in this episode they break down why December is normally a good time to open up your wallet. A full complement of Dollars & Sense broadcasts

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17:09

12-12-2024 Dollars and Sense, Buying Flexibility For...

Dollars & Sense ·

2024/12/12

As we roll into December, Marc and Christian have end of year planning on their mind in today’s episode of Dollars & Sense. Listen along as the two discuss the impact of capital gains distributions for 2024 taxes, plus a discussion into the generational divide when it comes to savings. Christian provides insight into his discussions with Freedman’s younger clients and how they approach retirement savings versus those who are closer to actual retirement. A full complement of Dollars &

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16:30

12-05-2024 Dollars and Sense, What Do You Love to...

Dollars & Sense ·

2024/12/05

With Thanksgiving now in the rearview mirror, Marc & Marion are onto the rest of the holiday season and discussing the big topic of spending. With so many people paying for convenience these days, it becomes vital to recognize what you are willing to spend money on and what you won’t spend money on. Listen along as Marc & Marion work through the equilibrium of saving and spending with their clients in order to create the financial present and future that they desire. A full complement

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10:33

11-26-2024 Dollars and Sense, Financial Advice With A...

Dollars & Sense ·

2024/11/26

How often does your financial advisor communicate with you? In today’s special episode of Dollars & Sense on-site at Putnam Pantry, Marc and Marion discuss what they call the “72 points of communication” at Freedman Financial. Since 2009, the firm has committed to communicating frequently with clients through a weekly newsletter, webinars, events and much more. Listen along to hear the philosophy behind this and why client communication is a core pillar of the Freedman Financial business. A

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18:05

11-21-2024 Dollars and Sense, How To Get Better Value...

Dollars & Sense ·

2024/11/21

What is the difference between working with Freedman Financial versus one of the national investment management companies? In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one of its clients. Instead of just focusing on investment management for a specific fee, they look at every aspect of their client’s financial plan, helping craft unique portfolios and relationships for each person and family they serve. A full

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15:49

11-14-2024 Dollars and Sense, The Modern Day...

Dollars & Sense ·

2024/11/14

What is it that you need to understand as you begin to think about planning your retirement? In this week’s episode of Dollars & Sense, Marc returns and is joined by Marion as they walk through the modern day retirement equation, which is defined by: what you can control, what you can’t control and what is somewhat in your control. Listen along as they break down all three of these and how they could impact your own financial journey. A full complement of Dollars & Sense broadcasts

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16:35

11-07-2024 Dollars and Sense, What Are Your Insurance...

Dollars & Sense ·

2024/11/07

“It takes a lifetime to build wealth, and you can lose it all in a second.” What threats could take your financial planning from success to a fear over where the next paycheck is going to come from? In this week’s episode of Dollars & Sense, Marion and Christian discuss the gigantic topic of insurance. What are your insurance needs and what insurance do you currently have? Listen along as they go deep into auto, home and many more insurance types and situations. A full complement of Dollars

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16:40

10-31-2024 Dollars and Sense, Let’s Talk About...

Dollars & Sense ·

2024/10/31

Can you believe we are already near the end of 2024? With two months left in the year, it’s right about now that people start thinking about year-end charitable contributions. In this week’s episode of Dollars & Sense, Marion and Christian discuss the several tax benefits available from year-end charitable contributions, plus other rules, regulations and strategies for end of year giving. They also explain how you may work for an employee who is willing to match your charitable

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17:20

10-24-2024 Dollars and Sense, Making the Most of...

Dollars & Sense ·

2024/10/24

What are the slices of the financial planning “pie”? In this week’s episode of Dollars & Sense, Marc and Marion go through the other aspects of financial planning that you should have in place in order to create a comfortable lifestyle throughout an expected retirement. Listen along as they discuss the several roles that a financial advisor can play in their client's lives. A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with

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18:02

10-17-2024 Dollars and Sense, Don't Worry About the...

Dollars & Sense ·

2024/10/17

“The long term is only a collection of short-term time frames.” How does one stay involved in the short term while also maintaining a long-term vision? That, and much more, is the topic for Marc and Marion in this week’s edition of Dollars & Sense. Listen along as they discuss the several complexities of financial planning as you approach retirement age and how the Freedman emphasis on simplicity and longevity is used to aid their clients. A full complement of Dollars & Sense broadcasts

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18:40

10-10-2024 Dollars and Sense, You're Likely Doing...

Dollars & Sense ·

2024/10/10

Do you know what your net worth is? Even if you do... do you know where it ranks amongst U.S. households? In today’s episode of Dollars and Sense, Marc and Marion discuss how the topic of net worth can often cause confusion with clients, whether it’s determining what theirs is or how it compares nationally and regionally. Tune in also for a discussion around the Freedman Financial philosophy of building something with our clients that is deeper than just the “investment of the day”. A full

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19:09

10-03-2024 Dollars and Sense, "Why Keeping it Simple...

Dollars & Sense ·

2024/10/03

“Complexity makes you sound intelligent, but simplicity makes you money” In this week’s episode of Dollars and Sense, Marc and Marion discuss one of the core components of the Freedman Financial philosophy, simplicity. They discuss the overabundance of financial advice and strategy out in the marketplace and how it distracts most investors from what their actual goals may be. Listen for Marc and Marion’s anecdotal stories of how a emphasis on simplicity has helped them serve clients well

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190 results

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