Dollars & Sense

Join us for another special edition of Dollars & Sense, broadcasted right from the floor of the LPL Focus Conference in San Diego, California! 

Marc and Christian recap their break-out session entitled, Financial Planning: The Secret to a 99%, 20-Year Client Retention where they revealed the strategies behind their remarkable 99% client retention rate over the past 20 years. They dive deep into the financial planning process that has kept clients loyal and engaged, from the first phone call to the initial consultation. Discover how Freedman Financial builds lasting relationships and delivers financial planning that truly resonates. 

Tune in to learn the steps you can take to foster strong client connections and maintain trust over the long haul. 

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 #: 618117 

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Join us for a special live edition of Dollars and Sense as we broadcast straight from the LPL Financial Focus Conference in San Diego, CA! 

Marc and Marion dive into the latest financial insights, sharing key takeaways from several of the dynamic speakers at the conference. 

In this episode, we explore the potential impacts of the Federal Reserve’s anticipated interest rate cuts and what they could mean for your investments. From the short-term market jitters to long-term opportunities, we break it all down in a language you can understand. Tune in for the latest straight from the floor of one of the industry’s most exciting events! 

A full complement of Dollars & Sense broadcasts found here. 

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 #: 616107 

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In our latest episode, we dive into a provocative question: Is your behavior more critical to your investing success than your intelligence?  

Join us as we discuss why not sweating the small stuff and focusing on your investing behavior can lead to better financial outcomes. We explore the importance of maintaining discipline, sticking to your investment strategy, and avoiding emotional decisions that can derail your long-term financial goals. 

Tune in to this week’s episode of Dollars and Sense as Marc and Marion give practical tips and to help you manage your investment behavior regardless of the political climate. Don’t miss this insightful discussion that promises to reshape the way you think about investing! 

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 #: 612106

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Ever wondered how political shocks and economic trends really impact your investments? In our latest episode, we dive deep into insights from our recent quarterly townhall meeting, where we simplify complex financial topics in a language you can understand. 

Tune in to this week’s episode of Dollars and Sense as Marc and Marion dive into key economic trends, stock market updates, and other crucial current issues shaping the financial landscape.  

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 #: 609401

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What if someone sued you tomorrow? Are you prepared? 

While serving on jury duty, our director of financial planning, Christan Karcher realized how unexpected legal liabilities can profoundly impact both individuals and institutions. This sparked a broader conversation about the importance of having robust contingency plans in place, not just for professional liabilities but also for personal risks like accidents or lawsuits. 

In our latest episode, we dive deep into the often-overlooked realm of contingency planning in financial management. 

Tune in to this week’s episode of Dollars and Sense as Marc and Christian share practical insights into how to safeguard your financial well-being against unforeseen circumstances. Whether you’re a seasoned investor or new to financial planning, understanding these nuances can make a significant difference in securing your financial future. You don’t want to miss this one! 

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 #: 606299 

Dollars & Sense podcast now streaming on: 

You’re in for a treat this week as Marion Gilman and Christian Karcher team up to provide you financial advice in a language you can understand during this week’s episode of Dollars & Sense.

I don’t know if you’ve noticed, but back-to-school supplies are filling the shelves and summer is almost over! For those of you who have children, it may be time to start thinking about private school or college tuition. It’s no secret that the cost of tuition continues to climb, making it as important as ever to begin planning for it now. 

Tune in to this week’s episode of Dollars & Sense as Marion and Christian explain the importance of education planning and the value of 529 plans, all in a language you can understand.

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 #: 603993

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Have you ever questioned financial “facts” you’ve heard or seen over the years?  

Today, we dive deep into the misconceptions that often cloud financial decision-making. Whether you're preparing for retirement, navigating investments, or safeguarding your family's financial future, understanding these myths are essential.  

Tune in to this week’s episode of Dollars and Sense as Marc and Marion unravel these misconceptions, providing clarity and empowering you with knowledge to make informed financial choices. Don't miss this opportunity to enhance your financial literacy and take control of your 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. 

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Dollars & Sense podcast now streaming on: 

Have you ever had your retirement plans unexpectedly disrupted? 

A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming. 

Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial planners can provide peace of mind and ensure you're prepared for any twist life may throw your way.  

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 #: 598404 

Dollars & Sense podcast now streaming on: 

Got cash sitting in your bank?

In our latest podcast episode, we’re diving deep into the crucial topic of maximizing your cash with higher interest rates and smarter financial strategies.

Whether you’re exploring high-yield interest accounts, money market funds, or other attractive options, we’ll walk you through the pros and cons, helping you make informed decisions about your financial future.

Tune in to this week’s episode of Dollars and Sense as Marc and Christian discuss practical tips to consolidate and optimize your cash holdings, ensuring your savings are working harder for you. Don’t miss out on valuable insights that can simplify your financial life and set you on the path toward long-term financial security!

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 #: 595440

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Curious about bonds in your portfolio? With the stock market seeing ups and downs recently, many people are asking why bonds are still important. 

In our latest episode, we dive deep into the role of bonds, how they contribute to a balanced investment strategy, and why they might be crucial for your financial goals. We'll also explore the role of bonds as an income contributor and their importance in providing comfort and stability, especially as you approach retirement age.  

Tune in to this week’s episode of Dollars and Sense as Marc and Marion lead an insightful discussion that can help you make informed decisions about your investment strategy! 

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 #: 592407 

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