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Dollars & Sense episodes
- 10-04-20 Dollars & Sense: Freedman Office to Welcome Back our Clients, Get a Handle on Your Financial House
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 announces reopening of Freedman Office for client visits on a limited basis. Discusses disappointing Presidential debate and how important it is to be optimistic, staying focused on forward movement and what this means to the market. ‘Get your financial house in order', know what works for you.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_ Tracking# 1-05063474 _
1 hr - 9-27-20 Dollars & Sense: Hierarchy of Financial Needs
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 explains the ‘Hierarchy of Financial Needs’ Step one, get your cash flow under control.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_ Tracking# 1-05060895 _
1 hr - 9-13-20 Dollars & Sense: Approach to Wobbly Market, Growth vs Value Funds, Asset Allocation
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 approach he urges in a ‘wobbly’ market. Discusses market growth vs. value funds and asset allocation.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_ Tracking# 1-05055969 _
1 hr - 9-06-20 Dollars & Sense: Remaining optimistic, 2020 Presidential election, Marion joins Marc
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 talks about why he remains optimistic no matter who wins the 2020 presidential race. Also shares that when buying a stock, it best to identify triggers first, and Marion joins Marc to chat about the market's impact on your portfolio.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_ Tracking# 1-05053361 _
1 hr - 8-30-20 Dollars & Sense: Rediscovered activities , Christian joins Marc, investing is a long-term strategy
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.
New appreciation for rediscovered & new activities since pandemic. Christian Karcher joins Marc this week. Investing is a long-term strategy.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
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1 hr - 8-23-20 Dollars & Sense: Why Portfolios not yet meeting S&P gains. Be Patient. Stay calm.
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 discusses how the S&P has regained its prior losses, so why hasn't your portfolio been as resilient? Let us share why. Stay calm and patient.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_ Tracking #1-05047747 _
1 hr - 8-16-20 Dollars & Sense: Slow and Steady Reopening, Anatomy of the GDP, Time to Reimagine?
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 discusses the ‘Slow & Steady’ reopening, ‘What does a FULL recovery really mean?’ Anatomy of the GDP and he asks: Is it time to re-imagine what your work future looks like?*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_ Tracking #1-05045750 _
1 hr - 8-09-20 Dollars & Sense: Marion joins Marc this week, Team Freedman & market movement
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 Marion Gilman joins Marc. They discuss the strength of Team Freedman, market movement and investment planning.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
_Tracking #1-05042783_
1 hr - 8-02-20 Dollars & Sense: Financial Responsibility & Planning; CFP Designation Importance; Needs vs Wants
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 discusses how being financially responsible includes knowing where applicable docs are and planning for the unexpected. In this era of a pandemic it’s time to think about Needs vs. Wants.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
Tracking #1-05041081
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1 hr - 7-19-20 Dollars & Sense: Market Rationale; Investments and Your Financial Plan; Christian Karcher
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 discusses the importance in taking a rational approach in today’s market. Marc is joined by Christian Karcher to talk about Freedman Financial’s approach to investments and your financial plan.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at [email protected].
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59 min
About Dollars & Sense
From the publisher's feed
Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.