Dollars & Sense

After almost a half century of time servicing clients, we often see the same misconceptions that come across our desk. The type of things that if it sounds too good to be true, we should be asking a LOT of questions.

In today’s episode of the show, Marc and Marion dive into several of those misconceptions, most importantly – long term care insurance. How does it work and how are our clients pitched different products for it?

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 1073134

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At this time of the year, the office is getting a flurry of phone calls about tax season. While most clients are calling about their regular tax planning, we are always surprised about the number of clients who reach out with questions about a new tax “strategy” that they saw online.

The idea: I’m going to beat the system!

...Not so fast. In this week’s episode, Marc and Marion track how the idea of “beating the system” has been around since they both started in the industry, and how it often doesn’t lead them anywhere.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 1069391

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Have you ever heard of the term “gray divorce”? If not – it might be something you become more aware of as you get further into retirement.

Put simply, a gray divorce is when a couple over the age of 50 separates, typically once the kids are out of the house (but not always).

In this week’s episode of the show, Marc and Marion dissect what they notice about this trend and what some of the signs of a gray divorce are – including increased women’s independence, desires for travel, decades of the same routines and more.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 1066818

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On this episode of Dollars & Sense, Marc and Christian dig into how each generation is reshaping the way they save—and spend.

The duo discusses retirees who’ve saved so well they’re now searching for meaningful ways to enjoy their money, often through travel. They also break down why Gen Z is saving aggressively but avoiding traditional investments, and why Millennials are leaning toward fast, gamified platforms like Robinhood, crypto, and even sports betting.

In the end, they explore what people really want from their money today—and what it all means for long‑term financial planning.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 1062551

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This week’s episode is a bit of a different one...

Marc has driven an electric car for almost a decade, but recently he decided to take Marion for a spin in his car... but with a catch – he wasn’t the one driving!

Driveless cars have been all over the news the past few years, but our hosts have first-hand experience of the phenomenon. What does it mean for the future of technology? What does this have to do with personal finance decisions?

Listen and find out!

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 1058034

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Like clockwork, the Social Security situation is scaring some of our clients and the general population. But should it be?

In today’s episode of the show, Marc and Marion discuss the real information surrounding Social Security, plus a hard pill to swallow from Marc for some of our younger listeners. But the main takeaway is this – the new cycle thrives on Social Security fears and we have to be cautious about the information we are taking in.

"The demise of Social Security creates headlines.”

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 1055550

Dollars & Sense podcast now streaming on:

Any time we enter into a new year, it’s a normal time for our clients to check in on their financial accounts and portfolio. For many, the numbers may look better than expected based on market performance over the last three years.

In this week’s episode of the show, Marion & Christian discuss the best tactics when checking in on your finances at the beginning of the year, especially when it comes to the idea of rebalancing.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 851792

Dollars & Sense podcast now streaming on:

We’ve got the new year still on our mind for this week’s episode. As many are looking at their financial plans at the start of the year and potentially scratching their heads, Marc and Marion are dedicating the show to advice for pre-retirees and retirees.

Here is a sneak peek of some of the topics discussed:

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 847821

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With the new year officially here, it’s predictions time!

Join Marc, Marion and Christian for our longest episode ever of the show! The trio will be going one-by-one through their big financial and market predictions for 2026.

And you don’t need to just listen, feel free to play along and let us know what you think of our predictions as well as making some of your own!

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 845211

Dollars & Sense podcast now streaming on:

It’s the end of the year edition of Dollars & Sense! Marc & Marion close the door on 2025 and welcome in the New Year in this week’s episode.

As another calendar year passes us by, how would we rate 2025? Good...bad... somewhere in between? Tune in as Marc and Marion digest most of the important financial happenings from the year and how looking back can help fortify us mentally for what may be ahead.

And finally... is Marc getting too old for New Year’s resolutions?

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:

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 #: 843015

Dollars & Sense podcast now streaming on: