Dollars & Sense

More and more people are ready to begin financial planning and have reached out to our team to see if we’re the right fit. We always enjoy a good interview session and thought it would be fun to share with you some of the questions that are being asked of us and then share how we answer them. By the end of this podcast, you might think Freedman Financial is the right firm for you – we sure hope you do!

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about important questions you should ask a financial advisor during your consultation 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 #: 452176

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Many of our listeners struggle with what they should do if something happens to them, their spouse, or their children. Death is inevitable yet it seems a lot of people are caught off-guard when asked to step in when somebody dies.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about how they’ve become experts in helping families financially prepare for the death of a loved one 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 #: 449885

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We have clients coming into our office all the time for their review meetings and they’re always asking us for our advice and opinion because of a headline they’ve heard in the news. The latest headlines are prompting our clients to talk to us about the status of our economy, the probability of a recession, whether or not they should invest in the stock market, and if it’s a good time to buy gold.  

Why is there a sudden increase in the interest to purchase gold? Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss why more and more people are interested in buying gold and the importance of long-term investing 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 #: 447631

Dollars & Sense podcast now streaming on:

We’re excited to have Marion back from France and on this week’s podcast. We always try to provide financial advice in a language you can understand and one thing we’ve noticed is people are looking for ways to save money and trying to find where they can cut back. We noticed a lot of our own clients don’t even realize how much money they unnecessarily spend on assorted fees. We get it, it’s a challenge to look at every statement and look at where your money is going – but it pays to do it. Fees sneak up on you, especially since so many of us are signing up for subscription programs nowadays or signing up for a free trial and then forgetting to cancel.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss why it’s so easy to spend hundreds of dollars unnecessarily each month in fees and how you can avoid it 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 #: 445060

Dollars & Sense podcast now streaming on:

The weather is warming up in Massachusetts, the Celtics are unfortunately out of the playoffs after Game 7, and die-hard Red Sox fans are rooting for some wins. We’re sure you’re just as happy as we are that the debt ceiling situation is no longer a concern. Not that we were concerned, but it seems that we’re coming closer to an agreement which means we can focus on what really matters – things that we can control in our own financial lives.

More and more people are saving up cash in the bank – why is that? Are they scared to invest? Christian feels it happens at a few points in people’s lives, such as getting a big promotion or when your kids leave the house and are (finally) self-sufficient.

Tune in to this week’s episode of Dollars & Sense as Marc and Christian discuss why so many more people are saving their cash in the bank 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 #: 442831

Dollars & Sense podcast now streaming on:

Tick tock...the debt ceiling deadline (June 1st) is right around the corner. They like to keep us on pins and needles until the very last minute but analysts and those in the know feel they will resolve it. After all, Joe Biden and Kevin McCarthy will want a positive outcome so they have an opportunity to be re-elected.

We know the debt ceiling conversation keeps some people up at night. We don’t think it should, but we do understand that a lot of people worry about a lot of different things – especially things that are out of their control. Running out of money, family issues, and health are some of the things that keep our clients up at night. Kids will be heading off to college in the fall and the financial responsibility weighs heavy on many parents. The good news? You CAN control the outcome on a lot of these items by having conversations now and putting a plan into place that works for you and your family.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss the approaching debt ceiling deadline and how you can stay in control of things that keep you up at night 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 #: 440981

Dollars & Sense podcast now streaming on:

The debt ceiling conversation has been hot and heavy this week. The only thing different this time around is how close will we get to midnight the night of the deadline before they strike a deal. There's been an intensified use of sensationalism with the media. Folks, keep in mind that when you watch the news and scroll through your social media feeds that everybody now is in the entertainment business and not in the information and news business.

In a book that I wrote, Retiring for the Genius, I talk about finding an advisor that makes sense for you. Find an advisor who is a Certified Financial Planner (CFP®), who acts as a fiduciary by placing your best interest first, and who takes the times to understand what your entire financial life looks like and what your goals are.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss the debt ceiling deadline going to the bottom of the ninth and the importance of finding a financial advisor that makes sense for you 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 #: 438965

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People have been asking us lately what our outlook is on the future, what we think about the government, and a crowd favorite, inflation. It’s amazing how strong individual opinions are on these topics and how it influences their decisions. We also chat about the importance of taking control of your finances today and to avoid being influenced by the way others spend their money. Sounds easy, right?

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss how your opinions influence your decision making, why you should avoid keeping up with the Joneses, and taking control of your finances 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 #: 436767

Dollars & Sense podcast now streaming on:

We’ve made it to May! The tulips are in bloom, pool covers are starting to come off, and we all have a beautiful New England summer to look forward to. The weather isn’t the only thing heating up. One of the hot topics this week is the way our government has been spending money. The U.S. could reach its debt ceiling by June 1st. The term “debt ceiling” is thrown around quite a bit, but what does it really mean and how does this affect you?

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss our ever-evolving industry, government spending, and the debt ceiling 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 #: 434550

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Spring has finally arrived, the Celtics and the Bruins are doing great in the playoffs, and the curtains are about to open at North Shore Music Theatre! The stock market seems to have stabilized a little bit and isn’t quite as volatile as it was last year.

One of the big questions that we keep getting asked all the time is when is the right time to invest? Is this the right time, was it last year, is 2026 the right time, did we miss the right time? One of the most interesting things is looking back on the performance of our clients’ accounts over the last three, five, ten, fifteen, and even twenty years, and comparing the historical performance reports data. When you stretch it out over longer term horizons, the average number is falling right in the range that we had hoped for.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion discuss timing the market and why long-term investing is favorable 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 #: 432192

Dollars & Sense podcast now streaming on: