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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

11:25

09-26-2024 Dollars and Sense, How Long Do You Plan To...

Dollars & Sense ·

2024/09/26

Some topics are harder to talk about than others. For example, what happens when someone gets ill, needs additional care, gets close to passing away or even passes away unexpectedly? While not fun to think about, these are financial realities that many of our clients have faced over the years. In this week’s episode of Dollars & Sense, Marc and Christian discuss what proper estate planning can entail for individuals and families, different types of power of attorney, plus the importance of

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11:25

09-19-2024 Dollars and Sense, Why Beneficiary...

Dollars & Sense ·

2024/09/19

Did you know that many people leave their old 401(k)s or life insurance policies with outdated beneficiaries, only to have their assets go to someone they no longer intended? In this week’s episode of Dollars & Sense, Marc and Christian are diving into the critical importance of keeping your beneficiary designations up to date. They share real-life stories of how these oversights can cause unintended consequences and how you can ensure your financial legacy is passed on exactly as you

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19:35

09-12-2023 Dollars & Sense, Financial Advice for...

Dollars & Sense ·

2024/09/12

As summer comes to a close and fall peaks its head out, many may be looking to make a change in this new season. For some, that means exploring their retirement options. But retirement isn't just a quick decision, especially if your employer presents you with several retirement options. In this episode of Dollars and Sense, Marc and Marion walk through the three major pension options that most employees have to decide between during their careers (if they apply). They also discuss the differences

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18:13

09-05-2023 Dollars & Sense, Financial Advice for...

Dollars & Sense ·

2024/09/05

School is back in session, but is your kid ready for a crash course in financial adulting? In this episode of Dollars and Sense, Marc and Marion dive into the realities of back-to-school season and what it means for parents and their children. As your children head back to class and college, it's an ideal time to think about how we teach the next generation about money. Tune in as we discuss the importance of instilling financial responsibility early on and share insights on how parents can guide

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17:16

08-29-2023 Dollars & Sense, Why Your Investment...

Dollars & Sense ·

2024/08/29

In this episode of Dollars and Sense, Marc and Marion are back in the office to share valuable planning pointers addressing common financial and investment issues clients are currently facing. This week, they explore real-life scenarios that extend beyond simply choosing the right or wrong investments. Tune in to discover how you can ensure your financial legacy is passed on smoothly and avoid common pitfalls that could create challenges for your loved ones. A full complement of Dollars &

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13:53

08-22-2023 Dollars & Sense, Secrets to Client Retention

Dollars & Sense ·

2024/08/22

Join us for another special edition of Dollars & Sense, broadcasted right from the floor of the LPL Focus Conference in San Diego, California! Marc and Christian recap their break-out session entitled, Financial Planning: The Secret to a 99%, 20-Year Client Retention where they revealed the strategies behind their remarkable 99% client retention rate over the past 20 years. They dive deep into the financial planning process that has kept clients loyal and engaged, from the first phone call to

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12:42

08-15-2024 Dollars & Sense, Navigating Market Shifts...

Dollars & Sense ·

2024/08/15

Join us for a special live edition of Dollars and Sense as we broadcast straight from the LPL Financial Focus Conference in San Diego, CA! Marc and Marion dive into the latest financial insights, sharing key takeaways from several of the dynamic speakers at the conference. In this episode, we explore the potential impacts of the Federal Reserve’s anticipated interest rate cuts and what they could mean for your investments. From the short-term market jitters to long-term opportunities, we break it

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20:01

08-08-2024 Dollars & Sense, Is Behavior more...

Dollars & Sense ·

2024/08/08

In our latest episode, we dive into a provocative question: Is your behavior more critical to your investing success than your intelligence? Join us as we discuss why not sweating the small stuff and focusing on your investing behavior can lead to better financial outcomes. We explore the importance of maintaining discipline, sticking to your investment strategy, and avoiding emotional decisions that can derail your long-term financial goals. Tune in to this week’s episode of Dollars and Sense as

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16:47

08-01-2024 Dollars & Sense, Financial Planning Amidst...

Dollars & Sense ·

2024/08/01

Ever wondered how political shocks and economic trends really impact your investments? In our latest episode, we dive deep into insights from our recent quarterly townhall meeting, where we simplify complex financial topics in a language you can understand. Tune in to this week’s episode of Dollars and Sense as Marc and Marion dive into key economic trends, stock market updates, and other crucial current issues shaping the financial landscape. A full complement of Dollars & Sense broadcasts

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16:27

07-25-2024 Dollars & Sense, Lessons from Jury Duty

Dollars & Sense ·

2024/07/25

What if someone sued you tomorrow? Are you prepared? While serving on jury duty, our director of financial planning, Christan Karcher realized how unexpected legal liabilities can profoundly impact both individuals and institutions. This sparked a broader conversation about the importance of having robust contingency plans in place, not just for professional liabilities but also for personal risks like accidents or lawsuits. In our latest episode, we dive deep into the often-overlooked realm

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16:26

07-18-2024 Dollars & Sense, Back to School Blueprint:...

Dollars & Sense ·

2024/07/18

You’re in for a treat this week as Marion Gilman and Christian Karcher team up to provide you financial advice in a language you can understand during this week’s episode of Dollars & Sense.I don’t know if you’ve noticed, but back-to-school supplies are filling the shelves and summer is almost over! For those of you who have children, it may be time to start thinking about private school or college tuition. It’s no secret that the cost of tuition continues to climb, making it as important as

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17:31

07-11-2023 Dollars & Sense, Navigating Financial...

Dollars & Sense ·

2024/07/11

Have you ever questioned financial “facts” you’ve heard or seen over the years? Today, we dive deep into the misconceptions that often cloud financial decision-making. Whether you're preparing for retirement, navigating investments, or safeguarding your family's financial future, understanding these myths are essential. Tune in to this week’s episode of Dollars and Sense as Marc and Marion unravel these misconceptions, providing clarity and empowering you with knowledge to make informed

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11:29

07-04-2023 Dollars & Sense, Adapting to Unforeseen...

Dollars & Sense ·

2024/07/04

Have you ever had your retirement plans unexpectedly disrupted? A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming. Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial

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14:28

06-28-24 Dollars & Sense, Do You Have TOO MUCH CASH...

Dollars & Sense ·

2024/06/27

Got cash sitting in your bank?In our latest podcast episode, we’re diving deep into the crucial topic of maximizing your cash with higher interest rates and smarter financial strategies. Whether you’re exploring high-yield interest accounts, money market funds, or other attractive options, we’ll walk you through the pros and cons, helping you make informed decisions about your financial future. Tune in to this week’s episode of Dollars and Sense as Marc and Christian discuss practical tips to

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17:30

06-20-2024 Dollars & Sense, Why Do We Include Bonds...

Dollars & Sense ·

2024/06/20

Curious about bonds in your portfolio? With the stock market seeing ups and downs recently, many people are asking why bonds are still important. In our latest episode, we dive deep into the role of bonds, how they contribute to a balanced investment strategy, and why they might be crucial for your financial goals. We'll also explore the role of bonds as an income contributor and their importance in providing comfort and stability, especially as you approach retirement age. Tune in to this week’s

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21:53

06-13-2024 Dollars & Sense, Why Travel Planning is...

Dollars & Sense ·

2024/06/13

Ready for Summer? In this week's episode, we dive into the joys of summer travel and its ties to economic health. As we approach the warmer months, travel plans are on the rise, reflecting how people feel about the economy. Whether you're planning a big trip or curious about how modern retirees manage their wealth, Tune in to this week’s episode of Dollars and Sense as Marc and Marion share insights on balancing travel, savings, and financial freedom. Don't miss this episode for a fresh

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16:34

06-06-2024 Dollars & Sense, Retirement Curveballs:...

Dollars & Sense ·

2024/06/06

If you’re looking for financial advice in a language you can understand, then you don’t want to miss out on our weekly Dollars & Sense video podcast. This week, we are talking about how you can stay on track in your retirement planning, no matter what life brings your way!Many clients come to us 10 or even 5 years before they plan to retire, and we set out a comprehensive plan. But what happens when life throws a curveball? Whether it's an unexpected illness, a layoff, or the joyous arrival of

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23:34

05-31-24 Dollars and Sense, How Much Money Do I...

Dollars & Sense ·

2024/05/30

This week, we dive into a hot topic that's been buzzing in the financial world. A client on the brink of retirement shared an article by financial guru Suze Orman, who boldly claimed that $2 million is no longer sufficient for a successful early retirement. This controversial statement has sparked fear and debate among many.In this week’s episode of Dollars and Sense, Marc and Marion break down why such a figure might not be one-size-fits-all and discuss the critical factors you should consider for

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16:36

05-24-2024 Dollars & Sense, Time (not TIMING) in the...

Dollars & Sense ·

2024/05/23

Ever feel like you need to keep tweaking your portfolio to stay on track?In this week’s episode, we’re talking about why that might not be necessary. We believe in helping our clients build portfolios that last, guiding them toward their financial goals over time. No need for constant adjustments or finding that one magic investment. In this week’s episode of Dollars and Sense, Marc and Marion chat about the dangers of trying to time the market, and why jumping in and out can do more harm than

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15:59

05-17-2024 Dollars & Sense, Don't Sink Your Financial...

Dollars & Sense ·

2024/05/16

What do you think are the most common causes of a derailed financial plan? You might be surprised by what you find. In this week’s episode of Dollars and Sense, Marc and Christian dive into the crucial topic of how financial plans can go off course. It's easy to believe that external factors like the economy, political events, or market fluctuations are the biggest threats to a solid financial strategy. But what if the true risks are actually within our control? Tune in to this week’s episode of

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190 results

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