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Dollars & Sense episodes
- 12-01-2022 Dollars & Sense, Goodbye 20222022 was a tough year for traditional stock and bond markets; and it's no wonder many folks are looking for a fresh start for 2023. It's our belief that we're headed for better economic times. But let's face it - market performance is something we really can't control. Here's what you CAN CONTROL. Take some time to reflect on all the good that has happened over the year. Celebrate with family. Plan adventures. Laugh. Indulge. Smile and Hug (after all there was a time we couldn't even do that!)
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 #390732
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean16 min - 11-17-2022 Dollars & Sense, Special Edition with Marc & ChristianIt is important to remember market downturns typically correlate with uncertainty in the world, and we are STILL living in uncertain times.During this week’s episode of Dollars & Sense, Marc and Christian shine some light on current-day issues for those who are most worried- new retirees.
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 #387921
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean16 min - 11-10-2022 Dollars & Sense, Back From Baron’sDuring this week's episode of Dollars & Sense, Marc and Marion discuss the Baron Conference and some of the highlights from the event, including a surprise question and answer from the one and only Elon Musk!We also touch on how the stock market may be impacted by the results of this week's midterm elections.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 #386094
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean16 min - 11-03-22 Dollars & Sense, Recovery AheadMarc and Marion are currently at the Baron Conference. We cannot wait to share what they have to say and tell you all about the fabulous entertainment when we return.This week on Dollars & Sense, we discuss why now is a good time to consider investing for the long-term, rising interest and CD rates, uncertainty in the economy, and how this Tuesday's election could impact the markets.
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.
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean16 min - 10-27-22 Dollars & Sense, Year-End PlanningMarion and Marc are back on the air- Join us for a quick 10-15 podcast that focuses on "Financial Advice in a Language You Can Understand®."This we discuss important year-end tax planning tips, changes to retirement contributions for 2023, charitable giving facts, and how we're managing investment portfolios as we head towards the end of the calendar year.
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 #383002
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean17 min - 10-20-22 Dollars & Sense, Tough Times for the MarketsThis year has been tough for the markets to say the least. In fact, this has been the toughest year for the bond market in particular in the last 40 years!This is largely in part due to the FED raising interest rates. So, how long will it take to recover? Find out what we have to say in our latest episode of Dollars & Sense.
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 #381971
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean12 min - 10-13-2022 Dollars & Sense, Marc and Marion have Something to Say About the MarketsLet's face it, the pullback in the stock market has been a bit unnerving. Yes. We're fielding calls, but most folks are simply looking for a rational perspective during these challenging economic times. And in the spirit of keeping our clients and newsletter subscribers connected with us, we felt it was time to jump back in the studio and provide a little 'Financial Advice in a Language You Can Understand.®'During this edition of Dollars & Sense, we are answering three important questions:
- Should I be selling out now based on today's market conditions?
- How low can the market go?
- If you are already doing so, are you still well-positioned to continue taking distributions while the market is down?
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 #1-05336999
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean18 min - 06-26-2022 Dollars & Sense, Answering Listener’s Questions
BROADCAST: Dollars & Sense, 06/26/2022
Episode Summary: Marc is joined by his wife Laura to read listener’s questions. The answers he offers might surprise you.SEGMENT 1: (1:54) Marc answers your questions regarding cashing out on portfolios and sitting on the sidelines until things get better. Also... what is going on with gas prices?
SEGMENT 2: (16:57) Housing prices are up, the cost of food is outrageous, and airline tickets are through the roof! Who is to blame for the economic mess that we are in?
SEGMENT 3: (31:24) What should I be doing with the remainder of my savings after I have saved enough for emergency funds?
SEGMENT 4: (43:29) How is it possible to NOT worry when my investment portfolio is down?
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 #1-05298785
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean57 min - 06-19-2022 Dollars & Sense, Best (and Worst) Financial Advice From Dad
BROADCAST: Dollars & Sense, 06/19/2022
Episode Summary: During the first half of the show, Marc is joined by his business partner Marion to discuss the Fed’s recent decision to increase interest rates. In the second half, Marc’s kids surprise him for Father’s Day by sharing the best and worst financial advice they have ever received from him.SEGMENT 1: (00:49) What is the Fed going to do with interest rates, what does that mean for the economy, and should long-term investors be concerned?
SEGMENT 2: (14:25) The Fed announced it will increase interest rates by .75% to try to combat inflation… so what does this mean for the average person and for the markets?
SEGMENT 3: (31:11) Happy Father’s Day! Marc’s kids discuss the best (and worst) financial advice they have ever received from their dad.
SEGMENT 4: (46:20) Some nuggets of fatherly financial advice are timeless, while others do not age as well. Marc’s children continue to share the best and worst advice they have received from their dad.
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 #1-05296767
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean58 min - 06-12-2022 Dollars & Sense, Who’s to Blame for the State of Our Economy?
BROADCAST: Dollars & Sense, 06/12/2022
Episode Summary: During this episode of Dollars & Sense, Marc discusses who the REAL culprits are to blame for this new economic paradigm shift in America. You may be surprised by his thoughts.
SEGMENT 1: (1:54) For experienced investors, the fact that the market is down should not be shocking. However, new investors have not experienced the ups AND DOWNS of the market yet. It is important to remember investing is not a get-rich-quick scheme. Neither life nor the markets move in only one direction.
SEGMENT 2: (16:12) Perhaps the reason we are all a little more down lately is because we place blame and focus on what we cannot control. We have created an environment for younger generations that is our own doing. For example, have you taught your kids how to “adult”? Until we change, we create the problem. Pointing the blame to someone else needs to be tossed out the window.
SEGMENT 3: (31:03) What is the most important piece of your financial puzzle? Is it the corner? The middle? The edges? ...it is actually the cover of the box. How can you put your life together when you do not have a big picture of that should look like?
SEGMENT 4: (43:49) We need to do a better job at preparing for our financial future. We cannot continue to step in for our children who overspend. What is it that YOU want to do in retirement? Make the most out of your life and start celebrating you!
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 #1-05293848
Dollars & Sense podcast now streaming on:
SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean57 min
About Dollars & Sense
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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.