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 complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 828077 

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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

A full complement of Dollars & Sense broadcasts found here.

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 full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 819806

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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 broker-dealer industry

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 812196

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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:

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 814921

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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:

Tune in for a practical, jargon-free conversation that helps you make smarter decisions about your future.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 811716

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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 of Dollars & Sense broadcasts found here.

DISCLOSURES:

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

Tracking #: 806648

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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:  

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. 

Tracking #: 799661 

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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 decades to go in the workforce, this episode should prove useful. 

A full complement of Dollars & Sense broadcasts found here. 

DISCLOSURES:  

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. 

Tracking #: 796505 

Dollars & Sense podcast now streaming on: 

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 full complement of Dollars & Sense broadcasts found here. 

DISCLOSURES:  

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. 

Tracking #: 794658

Dollars & Sense podcast now streaming on: