Dollars & Sense

Dollars & Sense

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Dollars & Sense episodes

  • 4-11-21 Dollars & Sense: One year performance likely spectacular, 3-yr performance statement a truer gauge
    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  
    * Marc is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you keep’.
    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].
    Tracking# 1-05132659
    1 hr
  • 3-21-21 Dollars & Sense: Marc’s son Corey shares his story of tenacity on his road to Babson
    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  
    * This week Marc’s son Corey shares his story of perseverance, tenacity and grit on his road to Babson. Congrats Corey! #JobWellDone. He also gives a first hand account of life as a high school student during COVID.
    Here's a treat-> Corey's video 'ALL FOR BABSON' can be found here.
    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].
    Tracking# 1-05124659
    1 hr
  • 3-14-21 Dollars & Sense: Stories from callers in recent weeks, sharing advice that matters

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    * This week Marc shares the stories from folks who have called the office in recent weeks and gives some advice in a language you can understand. Maybe one of these stories is also your story.

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    Tracking#1-05122083

    59 min
  • 3-07-21 Dollars & Sense Making Sense of Tax Prep, Investment Purchases, Commission Surprise

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    * This week Marc helps you make sense of tax preparation, knowing the details of your investment purchases and the commission payout surprise or two… and more. *

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    Tracking#1-05119482

    1 hr
  • 2-28-21 Dollars & Sense: Now in retirement- would you maximize spending or leave an inheritance.

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    * LIVE THIS WEEK * Marc asks the question: “Given the opportunity in retirement would you A). Maximize your spending or B). Leave an inheritance to your children?" Marc shares answers from both sides.

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    Tracking# 1-05116862

    1 hr
  • 2-21-21 Dollars & Sense: Dad and Daughter Money Talk. The Marc and Mindy Show.

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    * LIVE THIS WEEK * Marc’s college aged daughter joins him this week for some ‘Dad and Daughter Money Talk’. The Marc and Mindy Show. We share stories on financial advice for young adults.

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    Tracking# 1-05114044

    1 hr
  • 2-14-21 Dollars & Sense: Valentine’s Day edition. Marc’s Wife Laura Joins the broadcast #ValentineFun

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    *LIVE THIS WEEK VALENTINE’S EDITION* This week Marc is joined by his wife Laura. Marc and Laura discuss the answers to:

    * 1 * What’s the one thing you’ll spend money on and never worry about the price?

    * 2 * What’s one thing you’d never spend money on, yet so many would?

    * 3* What’s one thing that drives you NUTS about your spouses’ spending habits?

    * 4 * One thing you both agree it is worth spending money on?

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    Tracking# 1-05111954

    1 hr
  • 2-07-21 Dollars & Sense: How much money comes in & goes out of your household? Do you know?

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    * SUPER BOWL SUNDAY * #DidYouKnow It's estimated we'll consume 1.4B wings today. On today's show, Marc asks if you know what money goes out and comes into your home every month? Most couples underestimate. And many couples don't have equal knowledge.

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    _ Tracking# 1-05109728

    1 hr
  • 1-31-21 Dollars & Sense: Game Stop? Hedge Funds? Short Sell? Short Squeeze? Reddit? Huh!?

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    *LIVE THIS WEEK* This week Marc explains, ‘In a Language You Can Understand’, the nuances of the week’s market movement regarding the Hedge Funds’ short selling of Game Stop and how their betting against a stock backfired with an assist from a Reddit Group using the Robin Hood app. Still confused? No worries, Marc has your back. Listen in. The broadcast closes out with a few tax prep tips.

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    _ Tracking# 1-05106601

    59 min
  • 1-24-21 Dollars & Sense: Moving forward in 2021. Are You Getting Rational Financial Advice?

    Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

    *LIVE THIS WEEK* This week Marc emphasizes the advantage of working with a financial advisor. Financial Advisors offer rational advice during emotional times. Self-investors do not have that advantage. Marc also answers questions received via email, text, and phone calls.

    *** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

    If you have a question or a topic that you would like answered, e-mail it directly to Marc at [email protected].

    _ Tracking# 1-05104930

    57 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.