Dollars & Sense

Marc is joined by Marion this week to answer some of the most common questions they’ve been hearing from clients about financial marketing, media messaging, and how to become a more informed consumer. Together, they explore the growing volume of advertisements, promotions, and financial offers that land in our inboxes every day. They discuss how investors can take greater control over what communications they receive and what deserves their attention. Their conversation highlights the importance of critical thinking and maintaining perspective when evaluating the financial stories and trends dominating the news cycle.

Join Marc and Marion as they break down the marketing messages competing for your attention, uncover the value hidden in the fine print, and provide helpful insights for becoming a more confident and informed consumer in this week’s episode.

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 #: 1135985

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Investments are only one piece of your financial picture.

In this episode of Dollars & Sense, Marion & Christian explore how life insurance fits into a retirement strategy, the difference between term and permanent coverage, and whether your insurance still serves a purpose as you move into the second half of life. Learn how to evaluate what you have today and whether it still supports your long-term goals.

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 #: 1138635

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Marc is joined by Marion this week for a reflective conversation following America’s 250th birthday celebration, using the milestone as an opportunity to look at how much has changed—and how much has stayed the same—over the generations. Together, they discuss the rapid pace of modern life, how technology has transformed the way news and information spread, and the growing differences in opinions and perspectives shaping conversations across the country.

They explore areas where financial thinking remains rooted in the past. From long-standing money habits and outdated financial assumptions to lessons passed down from one generation to the next, Marc and Marion examine how some traditional approaches continue to influence decision-making today—sometimes for better and sometimes for worse.

Join Marc and Marion as they reflect on the evolution of our society, challenge generational money myths, and offer practical insights to help you build a financial strategy that is grounded in both wisdom and modern realities in this week’s episode.

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 #: 1135985

Dollars & Sense podcast now streaming on:

Marc is joined by Marion this week for a timely conversation as we approach the midpoint of the year and look ahead to America’s 250th anniversary. Together, they reflect on how global events—like the World Cup—have a unique way of bringing people together, creating space for a wide range of perspectives and shared experiences across cultures.

They explore how narratives around politics and economics are often shaped by social media and the circles we’re part of, leading to common misconceptions and broad generalizations. Drawing on these observations, they introduce a recent post from their LinkedIn page, “6 Money Myths,” to challenge some of the assumptions that can impact financial decision-making.

Join Marc and Marion as they unpack the influence of today’s global environment, offer a fresh perspective on widely held beliefs, and share practical insights to help you think more clearly about your financial future in this week’s episode

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 #: 1131771

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Marc and Marion are back from a trip to the Wharton School in Philadelphia for an LPL Financial conference.  

The theme of the discussions at the conference was how to you protect your business from competitors. How do you find what makes YOUR business unique so that other businesses can’t overtake you? 

Well, we have a pretty good answer. You’ll have to listen to the full episode to find out! 

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 #: 1128193 

Dollars & Sense podcast now streaming on: 

As they approach retirement or are already across the finish line, we’ve noticed that more and more of our clients are looking to sell their homes and move into a condo or townhome. And while that typically wouldn’t be an issue for retirees who own their home completely, there actually are quite a few hoops they may have to jump through. On this week’s edition of Dollars & Sense, Marc and Marion discuss the difficulty of securing a home loan as a retiree, why many retirees are looking into home loans at all, and whether moving is actually a good choice in retirement.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. 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 #: 1125501

Marc is joined by Christian this week for a timely conversation about what’s happening in the world—from global conflict and rising gas prices to ongoing shifts in the market. Together, they explore how today’s headlines and media coverage can influence perception, while recognizing that everyone’s financial situation is unique.

Drawing from real conversations with clients who are actively absorbing the news cycle, they discuss the importance of focusing on what you can control, especially during uncertain times, and how to build a financial plan that aligns with your individual goals and circumstances.

Join Marc and Christian as they break down current events, provide perspective on the information shaping investor behavior, and offer practical guidance on creating a financial plan that’s tailored to you in this week’s episode.

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 #: 1122528

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Marc is joined by Marion this week for a thoughtful conversation about the current direction of the markets, the influence of media narratives, and the role AI speculation is playing in investor sentiment. Together, they unpack why what you hear in the news isn’t always impacting the market the way you might expect, helping listeners better understand the bigger picture behind today’s headlines.

They discuss how technologies like AI—can shape perception without always driving real market movement, and why at Freedman Financial they avoid picking individual stocks when building long-term financial plans. By focusing on fundamentals and disciplined strategy, they offer practical insight into what it truly means to invest with purpose and clarity.

Join Marc and Marion as they cut through the noise, bring perspective to today’s market environment, and highlight what really matters when it’s time to get serious about your financial planning in this week’s episode.

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 #: 1119612

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Marc is joined by Marion this week for an engaging conversation about SpaceX, stocks, and the world of startups. Together, they break down common mistakes investors make and explore what it means to get in on early-stage opportunities, helping listeners better understand how to approach investing with clarity and confidence.

They discuss how evaluating young companies, understanding risk, and thinking long-term can impact your financial future. By simplifying concepts like buying shares and ownership in a company, they offer practical insight in a way that’s easy to follow—no matter your level of experience.

Join Marc and Marion as they bring clarity to investing fundamentals and highlight what to watch for when stepping into the world of stocks and startups in this week’s episode.

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 #: 1115324

Dollars & Sense podcast now streaming on:

Marc is joined by Christian this week for an insightful conversation about their upcoming SHRED event and the role it plays in maintaining financial organization. Together, they walk through the types of documents that are safe to discard—and those that are essential to keep—helping listeners better understand how to manage sensitive financial records with confidence.

They discuss how staying organized can reduce risk, prevent identity theft, and simplify long-term financial planning. By breaking down what to keep, what to shred, and why it matters, they offer practical guidance for navigating financial paperwork at every stage.

Join Marc and Christian as they bring clarity to what you can let go of—and what you should hold onto—in this week’s episode.

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 #: 1112674

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