Dollars & Sense

You’ve all heard of the phrase “keeping up with the joneses” and may have even been subject to its influence. But as you start thinking about retirement, it becomes very personal to YOU. 

In this week’s episode of Dollars & Sense, Marc & Marion discuss the constant issue of moving the goalposts when it comes to financial and retirement planning. They also discuss the problem of retirees not knowing how to spend their money once they reach retirement. 

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 #: 676989

Dollars & Sense podcast now streaming on: 

Will the stock market at the end of next year be up or down compared to where it was at the end of 2024? Will U.S. investments outperform international investments? 

In this week’s episode of Dollars & Sense, Marc & Marion ring in the new year with a predictions special! Watch and listen along as they go through several different questions the market faces in 2025 and what they think may happen. Want to play along at home? Grab a pen and sheet of paper!  

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 #: 676228 

Dollars & Sense podcast now streaming on: 

It’s that time of year again. As the ball drops in a few nights, we’re bound to see gyms flooded with newcomers and little space to move in the organic food aisle at the supermarket. That’s right – it's New Years Resolutions season.

In this week’s edition of Dollars & Sense, Marc & Marion discuss the topic of resolutions and how big changes in your life can start with financial decisions. Listen along and you’ll even hear Marc tell us his one resolution for 2025! 

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 #: 673695

Dollars & Sense podcast now streaming on: 

With the holidays hitting next week, it's time for some last-minute shopping! Marc & Marion have an important message in this week's episode - it's OK to spend some money! Listen along as they discuss one of the biggest traps people fall into when financial planning - not spending ANY of their money. There's a time to save and a time to spend, and in this episode they break down why December is normally a good time to open up your wallet. 

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 #: 671010

Dollars & Sense podcast now streaming on: 

As we roll into December, Marc and Christian have end of year planning on their mind in today’s episode of Dollars & Sense. Listen along as the two discuss the impact of capital gains distributions for 2024 taxes, plus a discussion into the generational divide when it comes to savings.  

Christian provides insight into his discussions with Freedman’s younger clients and how they approach retirement savings versus those who are closer to actual retirement.  

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 #: 668967

Dollars & Sense podcast now streaming on: 

With Thanksgiving now in the rearview mirror, Marc & Marion are onto the rest of the holiday season and discussing the big topic of spending. With so many people paying for convenience these days, it becomes vital to recognize what you are willing to spend money on and what you won’t spend money on. 

Listen along as Marc & Marion work through the equilibrium of saving and spending with their clients in order to create the financial present and future that they desire. 

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 #: 665420 

Dollars & Sense podcast now streaming on: 

How often does your financial advisor communicate with you? 

In today’s special episode of Dollars & Sense on-site at Putnam Pantry, Marc and Marion discuss what they call the “72 points of communication” at Freedman Financial. Since 2009, the firm has committed to communicating frequently with clients through a weekly newsletter, webinars, events and much more. 

Listen along to hear the philosophy behind this and why client communication is a core pillar of the Freedman Financial business.  

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 #: 661591 

Dollars & Sense podcast now streaming on: 

What is the difference between working with Freedman Financial versus one of the national investment management companies? 

In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one of its clients. Instead of just focusing on investment management for a specific fee, they look at every aspect of their client’s financial plan, helping craft unique portfolios and relationships for each person and family they serve. 

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 #: 660499

Dollars & Sense podcast now streaming on: 

What is it that you need to understand as you begin to think about planning your retirement? 

In this week’s episode of Dollars & Sense, Marc returns and is joined by Marion as they walk through the modern day retirement equation, which is defined by: what you can control, what you can’t control and what is somewhat in your control. Listen along as they break down all three of these and how they could impact your own financial journey. 

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 #: 656656

Dollars & Sense podcast now streaming on: 

“It takes a lifetime to build wealth, and you can lose it all in a second.” 

What threats could take your financial planning from success to a fear over where the next paycheck is going to come from? In this week’s episode of Dollars & Sense, Marion and Christian discuss the gigantic topic of insurance. What are your insurance needs and what insurance do you currently have?  

Listen along as they go deep into auto, home and many more insurance types and situations. 

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 #: 652415

Dollars & Sense podcast now streaming on: