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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

12:56

Hidden Beneficiaries: How Uncle Sam Shapes Your...

Dollars & Sense ·

2025/11/26

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

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15:09

Helping Aging Parents with Money

Dollars & Sense ·

2025/11/20

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

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14:56

Are You Ready For The Encore?

Dollars & Sense ·

2025/11/13

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

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13:25

What Do You Want Your Money To Do For You?

Dollars & Sense ·

2025/11/06

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

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11:58

Live from Hawaii with LPL CEO Rich Steinmeier!

Dollars & Sense ·

2025/10/30

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

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18:17

Understanding the Special “K” Economy

Dollars & Sense ·

2025/10/23

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

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17:19

What if you Could Uncomplicate Your Estate Plan?

Dollars & Sense ·

2025/10/16

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

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14:55

Should You Stay Or Should You Go?

Dollars & Sense ·

2025/10/09

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

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17:31

What If You Could Feel Alive in Retirement?

Dollars & Sense ·

2025/09/25

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

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15:37

Retiree Financial Health Score

Dollars & Sense ·

2025/09/18

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

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15:15

How Much is Enough?

Dollars & Sense ·

2025/09/11

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

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19:27

The Influence of Sound Bits and Headlines

Dollars & Sense ·

2025/09/04

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

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15:05

What if You Could... Find a Financial Advisor Who...

Dollars & Sense ·

2025/08/28

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

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13:17

What If You Could?

Dollars & Sense ·

2025/08/21

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

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17:47

Financial Tips for International Travel

Dollars & Sense ·

2025/08/13

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

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17:54

Some Thoughts About Tariffs

Dollars & Sense ·

2025/08/07

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

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15:03

The Role of Power Of Attorney

Dollars & Sense ·

2025/07/31

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

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16:05

Lower Interest Rates – What’s In It For Me?

Dollars & Sense ·

2025/07/24

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:

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16:11

Highlights of the Big Beautiful Bill

Dollars & Sense ·

2025/07/17

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

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14:55

Midyear Review: Looking Back & Looking Forward

Dollars & Sense ·

2025/07/10

As we hit the halfway point of the year, it’s time for some reflection and forecasting. Join Marion and Christian as they go through some of the biggest stories that hit the financial markets so far in 2025, including the announcement of tariffs, the fast decline and recovery of the stock market and much more. But that’s not all. The two then shift gears and look ahead to what might be coming for the remainder of the year. Find out what the Freedman Financial staff has been paying close attention

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190 results

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