Dollars & Sense

Dollars & Sense

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Dollars & Sense episodes

  • 5-12-19 Dollars & Sense: Plan for the inevitable unexpected, market movement and stocks
    HAPPY MOTHERS DAY
    Be good to each other.
    "Dollars & Sense", hosted by CFP® Marc Freedman of Freedman Financial, 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 the importance of THE PLAN, for the inevitable unexpected will happen. Also market movement and stocks.
    *** 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
  • 5-05-19 Dollars & Sense: Winning Scholarship Essay-Freedman Goes Beyond Investment Management
    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 2019 Freedman financial winning scholarship essay from Andrew Zipper and details how Freedman goes beyond investment management.
    *** 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
  • 4-28-19 Dollars & Sense: Guaranteed Income Streams, Is Early Retirement Unhealthy?
    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 Guaranteed Income Streams, and asks if Early Retirement is Unhealthy?
    *** 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
  • 4-07-19 Dollars & Sense: Investments, Trusts and Probate considerations
    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 Investments, Trusts and Probate considerations.
    *** 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
  • 3-31-19 Dollars & Sense: Marion joins Marc this week-Tax Time and Audit Potential
    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 business partner Marion Gilman joins Marc to chat about Tax Time, Audit Potential and more.
    *** 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
  • 3-24-19 Dollars & Sense: Things to think about when listening to a Financial Talking Head
    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 prudent considerations when listening to a financial talking head.
    *** 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
  • 3-17-19 Dollars & Sense: Things to Consider Resulting from SEC Audit
    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 chats about some considerations worth sharing based on questions from recent SEC audit. By the way, Way to go Team Freedman.
    *** 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
  • 3-10-19 Dollars & Sense: Retiring to Florida, Stuff you need to 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.  
    This week Marc talks about retiring to say... Florida.  Before you buy property down there... there’s some stuff you need to consider.
    *** 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
  • 3-02-19 Dollars & Sense: Old vs New Tax Plan, Account performance Reviews
    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 Old vs New Tax Plan and What it Seems to Mean, importance of reviewing account performance.
    *** 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
  • 2-24-19 Dollars & Sense: Smart Investment Planning, Regional vs. Online vs Large Banks
    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 Smart Investment Planning, Regional vs. Online vs Large Banks.
    *** 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.