Like clockwork, the Social Security situation is scaring some of our clients and the general population. But should it be?

In today’s episode of the show, Marc and Marion discuss the real information surrounding Social Security, plus a hard pill to swallow from Marc for some of our younger listeners. But the main takeaway is this – the new cycle thrives on Social Security fears and we have to be cautious about the information we are taking in.

"The demise of Social Security creates headlines.”

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 #: 1055550

Dollars & Sense podcast now streaming on:

Any time we enter into a new year, it’s a normal time for our clients to check in on their financial accounts and portfolio. For many, the numbers may look better than expected based on market performance over the last three years.

In this week’s episode of the show, Marion & Christian discuss the best tactics when checking in on your finances at the beginning of the year, especially when it comes to the idea of rebalancing.

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 #: 851792

Dollars & Sense podcast now streaming on:

We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees.

Here is a sneak peek of some of the topics discussed:

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 #: 847821

Dollars & Sense podcast now streaming on:

With the new year officially here, it’s predictions time!

Join Marc, Marion and Christian for our longest episode ever of the show! The trio will be going one-by-one through their big financial and market predictions for 2026.

And you don’t need to just listen, feel free to play along and let us know what you think of our predictions as well as making some of your own!

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 #: 845211

Dollars & Sense podcast now streaming on:

It’s the end of the year edition of Dollars & Sense! Marc & Marion close the door on 2025 and welcome in the New Year in this week’s episode.

As another calendar year passes us by, how would we rate 2025? Good...bad... somewhere in between? Tune in as Marc and Marion digest most of the important financial happenings from the year and how looking back can help fortify us mentally for what may be ahead.

And finally... is Marc getting too old for New Year’s resolutions?

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 #: 843015

Dollars & Sense podcast now streaming on:

It’s the end of the year and Marc and Marion have plenty to talk about before the calendar flips to 2026.

In today’s episode of the show, the duo go over a myriad of topics, including:

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 #: 840421

Dollars & Sense podcast now streaming on:

As we approach the final days of the year, Marc and Marion are busy at the office. Amid the year-end hustle, they want to ensure clients understand key tax strategies before 2026.

Tune in as they cover capital gains distributions, mutual funds, and more in one of our last episodes of 2025. Plus, hear Marc’s recap of his experience ringing the Opening Bell at Nasdaq this week with LPL Financial!

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 #: 838158

Dollars & Sense podcast now streaming on:

This week’s episode is one semester in the making! Earlier this year, Marc and Christian were asked to serve as mentors in financial planning class at Marc’s alma mater, Babson College.

And as the semester wrapped up recently, they were presented with the student’s final presentation, which had to do with a real case we saw at Freedman Financial (personal information not included 😊)

Listen along to see what surprised the two from the presentation and some of their takeaways!

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 #:

Dollars & Sense podcast now streaming on:

In today’s special episode of the show, Marc and Marion are LIVE from Putnam’s Pantry once again for our annual client event. In between enjoying some ice cream and sweets, the duo spends some time breaking down Freedman Financials’ “72 points of contact”, which includes our weekly newsletter, quarterly webinars and much more.

Whether you’re a client of ours or not, this is a great chance to get familiar with what it looks like to do life with Freedman Financial.

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 #: 832501

Dollars & Sense podcast now streaming on:

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 and minimize surprises, this episode is your roadmap.

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 #: 830082

Dollars & Sense podcast now streaming on: