Dollars & Sense

It’s the end of the year and Marc and Marion have plenty to talk about before the calendar flips to 2026.

In today’s episode of the show, the duo go over a myriad of topics, including:

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 #: 840421

Dollars & Sense podcast now streaming on:

As we approach the final days of the year, Marc and Marion are busy at the office. Amid the year-end hustle, they want to ensure clients understand key tax strategies before 2026.

Tune in as they cover capital gains distributions, mutual funds, and more in one of our last episodes of 2025. Plus, hear Marc’s recap of his experience ringing the Opening Bell at Nasdaq this week with LPL Financial!

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 #: 838158

Dollars & Sense podcast now streaming on:

This week’s episode is one semester in the making! Earlier this year, Marc and Christian were asked to serve as mentors in financial planning class at Marc’s alma mater, Babson College.

And as the semester wrapped up recently, they were presented with the student’s final presentation, which had to do with a real case we saw at Freedman Financial (personal information not included 😊)

Listen along to see what surprised the two from the presentation and some of their takeaways!

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 #:

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In today’s special episode of the show, Marc and Marion are LIVE from Putnam’s Pantry once again for our annual client event. In between enjoying some ice cream and sweets, the duo spends some time breaking down Freedman Financials’ “72 points of contact”, which includes our weekly newsletter, quarterly webinars and much more.

Whether you’re a client of ours or not, this is a great chance to get familiar with what it looks like to do life with Freedman Financial.

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 #: 832501

Dollars & Sense podcast now streaming on:

When you think about beneficiaries, you probably picture loved ones—not the IRS. But taxes can quietly claim a big slice of your legacy if you don’t plan ahead. In this episode, Christian uncovers the hidden role Uncle Sam plays in your estate, explain how estate taxes work, and why knowing your net worth matters. We’ll share practical tips for ensuring your money goes where you want it to go, from setting up a revocable trust to implementing a solid estate plan. If you want to protect your wealth and minimize surprises, this episode is your roadmap.

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 #: 830082

Dollars & Sense podcast now streaming on:

Throughout the years, we have had clients come to use with this exact situation: “I’m trying to help with my declining parents’ financial stuff. How can you help?”

While this may not be your situation at the moment, almost everyone will at one point have to deal with the accounts, money and consequences of their parent’s financial life.

Join Marion and Christian this week as they dive into this question, shed light on how Freedman Financial works through these conversations and much 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 #: 828077 

Dollars & Sense podcast now streaming on:

As you approach retirement, the familiar rhythms of daily life—your work routine, social circles, and personal rituals—may begin to shift. These changes can feel disorienting, but they also open the door to something new: what Marc and Marion call “the encore” or “Act Three.”

In this episode, the duo explores how retirement isn’t just one long stretch of time, but a dynamic phase filled with opportunities for growth, reinvention, and connection. Tune in as they share

A full complement of Dollars & Sense broadcasts found here.

In this week’s episode of the show, Marc is previewing an upcoming trip he’ll make to Orlando where he’ll be speaking to several financial advisors who are looking to grow their business.

But while many of these advisors are successful, they still may be seen by many of their clients as “the investment guy”.

How do they break out of that stigma? Well… it starts by how they service their clients and how they help their clients decide how they want to utilize their money beyond just the spreadsheet!

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 #: 819806

Dollars & Sense podcast now streaming on:

Our audience has been asking for other voices to join the show for a while now, so we decided to start at the top!

On this VERY SPECIAL episode of Dollars & Sense, Marc is joined by Rich Steinmeier, Chief Executive Officer of LPL Financial. Rich became LPL Financial's CEO in 2024, and before that served as the firm’s Chief Growth Officer.

Listen along as rich details the role he plays day-to-day as CEO, how LPL has changed since he joined, and what LPL’s reputation is within the entire broker-dealer industry

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 #: 812196

Dollars & Sense podcast now streaming on:

Earlier this week, Marc received a message from a client with the following question:

“Isn’t an overvalued market in a poorly performing economy a sign of a pending recession or worse?”

Hidden inside that question is a LOT of assumptions. In today’s episode, Marc and Marion give an answer to this question, and it may not be what you think.

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 #: 814921

Dollars & Sense podcast now streaming on: