Markets are often one of the most confusing—and talked-about—topics, especially when headlines don’t always match what’s actually happening beneath the surface.

In this week’s episode, Marion and Christian share takeaways from an exclusive luncheon with JP Morgan, offering clarity and context around today’s market dynamics. They unpack the firm’s perspective along with insights from multiple analysts, diving deeper than the headlines to explore what the data is really telling us. From big-picture trends to granular economic indicators, they break down the numbers that often get overlooked.

Tune in as Marion and Christian bring real data, thoughtful perspective, and expert insight to help cut through the noise—providing a clearer understanding of the economy and why, sometimes, the markets seem to move without rhyme or reason.

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 #: 1097091

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One of the most frequently asked topics around the office centers on home buying—from first-time buyers navigating the process for the very first time to homeowners juggling the complexities of buying a new home while selling an existing one.

In this week’s episode, Marion and Christian dive into the questions they hear most often, breaking down what buyers and sellers should consider at every stage of the journey. They explore how the process has evolved over the years, what’s changed in today’s market, and what still holds true when it comes to making smart, confident decisions.

Tune in as Marion and Christian share insights, practical guidance, and real-world perspective to help demystify the home buying and selling process—whether you’re just getting started or planning your next move.

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 #: 1093361

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Take a step back and think about what YOU can control.

Differences of opinion across the media can be challenging to navigate, especially during times of global conflict. News outlets and algorithms often amplify confusion—leaving many to wonder: Is America really in bad shape? And what’s driving that perception?

In this week’s episode, Marc and Marion break down today’s media headlines and offer clarity on what’s really happening in the markets.

Tune in as Marc and Marion explore how uncertainty around AI, oil and gas, and global conflict is driving market reactions—and help separate emotional headlines from market reality.

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 #: 1090115

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Real stories in real time are how you get REAL financial advice.

This week, Marc and Marion sat down to ask—and answer—the most commonly asked questions in financial planning, tying in the current state of the markets, investment strategies, taxes, and more.

Tune in as Marc and Marion break down the slices of the financial‑planning pie and continue to offer a rational voice during emotional times.

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 #: 1086958

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Last year it was tariffs — this year, it’s oil and gas.

In this week’s episode, Marc and Marion break down what’s happening in the markets amid the ongoing conflict in Iran. Once again, we find ourselves in a period of heightened uncertainty. However, despite the headlines, today’s environment doesn’t compare to some of the more intense market disruptions we’ve witnessed over past decades.

Tune in as Marc and Marion share practical ways to build a financial plan that can withstand market volatility and keep you on track through the ups and downs.

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 #: 1082330 

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With the overwhelming amount of news in the media space right now, including the war in Iran, how markets are reacting, AI and more – it's more important than ever to consider HOW and WHERE you are getting your information.

In this week’s episode of the show, Marc and Marion go through some of the top headlines dominating the landscape and digest the bigger questions – who do you trust when looking at the news? What do you believe? Is this “news” or just interpretation?

Finally, they tie it all back to how your media consumption can affect your financial life.

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 #: 1080029

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How did the market react to the United States and Israel starting a war with Iran? That was the question on everyone’s mind when the geopolitical news broke last week.

But so far... as we may have predicted – it's not too crazy. While the market dropped 1,200 points on the second day following the weekend’s announcement, we aren’t shocked.

The real question when things of this magnitude happen is – how are you going to respond? This is the main thing discussed with our clients and the big topic of today’s episode.

Tune in as Marc and Marion outline how they are balancing appropriate reactions to current events with the worry of their clients.

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 #: 1075847

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After almost a half century of time servicing clients, we often see the same misconceptions that come across our desk. The type of things that if it sounds too good to be true, we should be asking a LOT of questions.

In today’s episode of the show, Marc and Marion dive into several of those misconceptions, most importantly – long term care insurance. How does it work and how are our clients pitched different products for it?

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 #: 1073134

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At this time of the year, the office is getting a flurry of phone calls about tax season. While most clients are calling about their regular tax planning, we are always surprised about the number of clients who reach out with questions about a new tax “strategy” that they saw online.

The idea: I’m going to beat the system!

...Not so fast. In this week’s episode, Marc and Marion track how the idea of “beating the system” has been around since they both started in the industry, and how it often doesn’t lead them anywhere.

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 #: 1069391

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Have you ever heard of the term “gray divorce”? If not – it might be something you become more aware of as you get further into retirement.

Put simply, a gray divorce is when a couple over the age of 50 separates, typically once the kids are out of the house (but not always).

In this week’s episode of the show, Marc and Marion dissect what they notice about this trend and what some of the signs of a gray divorce are – including increased women’s independence, desires for travel, decades of the same routines and 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 #: 1066818

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