Dollars & Sense

Dollars & Sense

By Freedman FinancialBusinessInvesting
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Dollars & Sense episodes

  • 4-11-20: Success Story - Marc Freedman and CARES Act Overview [Interview]

    4/11/2020 | Marc Freedman of Freedman Financial shares his story and that of his firm with Chris Boyd of the FPA of MA Wicked Pissah Podcast. With great candor and detail, Marc shares insights into their financial planning approach, marketing techniques, and team composition.  Hear how they have handled communications during market declines and the Coronavirus. Also, Chris and his AMR team share an overview of the CARES Act. Happy Easter & Passover to listeners.

    Interviewer: J. Christopher Boyd, CFP®, CASL®
    Financial Planner, Chief Investment Officer, & LLC Manager
    Asset Management Resources, LLC

     

     

    About the Podcast: Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. For more information about the Financial Planning Association (FPA) of MA, email: [email protected].

    1 hr 9 min
  • 3-29-20 Dollars & Sense: Marion Joins Marc to Break Down Coronavirus Aid, Relief, and Economic Security (CARES) Act.

    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 Joins Marc to Break Down Coronavirus Aid, Relief, and Economic Security (CARES) Act. #BeSafe

    *** 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].

    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

    Click here for other PODCASTS.

    59 min
  • 03-22-20 Dollars Sense: Marion joins Marc Live via socially distanced studios-we will get to the other side

    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 joins Marc live via their socially distanced studios, "We will get to the other side".

    *** 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].

    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

    Click here for other PODCASTS.

    1 hr
  • 03-15-20 Dollars & Sense: Marc is LIVE in Studio - Making sense of the market volatility

    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 is LIVE in Studio - Making sense of the market volatility.

    *** 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].

    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

    Click here for other PODCASTS.

    1 hr
  • 3-08-20 Dollars & Sense: Marion joins Marc to discuss market swings; impact of COVID-19 and Politics

    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 joins Marc to discuss market swings and the impact of COVID-19 and Politics.

    *** 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].

    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

    Click here for other PODCASTS.

    1 hr
  • 02-23-20 Dollars & Sense: Sometimes you just need to spend in retirement and why

    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 why some just need to spend in retirement and why.

    *** 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].

    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.

    Click here for other PODCASTS.

    1 hr
  • 02-16-20 Dollars & Sense: Scott Maybor from Sr Benefits Boston second half of 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.  
    This week Scott Maybor from Sr Benefits Boston joins Marc for the second half of show.
    *** 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].
    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
    Click here for other PODCASTS.
    1 hr
  • 02-09-20_Dollars & Sense: Marion Gilman joins Marc to discuss 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 to discuss market movement.
    *** 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].
    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
    Click here for other PODCASTS.
    1 hr 1 min
  • 02-02-20_Dollars Sense: ASK What can or can't I control in my financial decisions
    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 urges you to ask “What can I, or can’t I control in when making financial decisions?”
    *** 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].
    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
    Click here for other PODCASTS.
    1 hr
  • 01-26-20_Dollars Sense_Do you know where everything is and its worth
    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 asks “Do you know where everything is and its worth?”
    *** 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].
    Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
    Click here for other PODCASTS.
    1 hr

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.