Dollars & Sense

One of the biggest things that we find clients and prospects alike get confused on is the difference between a will and Power of Attorney.  

We’ve found that for most people, they think the will is the most powerful document they can have in case they find themselves one day incapacitated. But that’s not correct.  

In fact, it’s actually the Power of Attorney. In this episode, find out why Marc and Marion think the Power of Attorney is more important than any other document when it comes to your financial situation. 

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 #: 774907 

Dollars & Sense podcast now streaming on: 

In this week’s episode of the show, Marc and Marion are dissecting an inquiry they recently received from a client. It basically goes like this – even with interest rates getting lower, what is in it for me? 

That question has been asked by several of our clients over the years, whether they are discussing the low interest rate they already have on their mortgage or whether they don’t have a mortgage at all anymore! 

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 #: 772965 

Dollars & Sense podcast now streaming on: 

The One Big Beautiful Bill. Have you heard of it? After weeks of hot topic discussion on TV networks and newspapers, the divisive bill has been signed into law by President Trump. 

But regardless of your opinions on the bill, we thought it would be helpful to highlight the key things included in the 900+ page document that is important to our clients. Most specifically - the verbiage and benefits around Social Security.  

Tune in as Marc and Marion move through the noise and get into the meat and potatoes of how this bill affects their clients.  

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 #: 769365 

Dollars & Sense podcast now streaming on: 

As we hit the halfway point of the year, it’s time for some reflection and forecasting. Join Marion and Christian as they go through some of the biggest stories that hit the financial markets so far in 2025, including the announcement of tariffs, the fast decline and recovery of the stock market and much more. 

But that’s not all. The two then shift gears and look ahead to what might be coming for the remainder of the year. Find out what the Freedman Financial staff has been paying close attention to for the back half of 2025. 

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 #: 764314

Dollars & Sense podcast now streaming on: 

If you’ve ready your local or national newspaper lately, you likely have seen a story or two about someone falling victim to a major financial scam. While you may read it and think “that could never be more”, it may be more likely than you think! 

On this episode of the show, Christian and Marion are walking through several of the scams they have seen either through the experience of our clients or from news stories.  

Want to make sure you are not falling prey to financial scams? This might be your call to tune in! 

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 #: 762347 

Dollars & Sense podcast now streaming on: 

As we approach the halfway point of 2025, it’s hard not to look back at the headlines that dominated so much of the first six months of the year and see if they are still relevant.  

With that in mind, Marc & Marion are spending much of today’s episode of the show discussing “confirmation bias”, or the tendency to favor information that already aligns with one’s preexisting beliefs. This is very true in the political realm, but what about in your financial decisions? 

With that in mind, the duo also touch on the importance of being careful where you are getting information from online, especially with the advancements in technology that excel at deceiving you. 

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 #: 758063 

Dollars & Sense podcast now streaming on: 

With Marc traveling this week, Marion and Christian are driving the ship for this week’s episode.  

As we officially enter the summer season next week, most of our “snowbird” clients are heading back to Massachusetts after spending the winter months down south.  

But that brings up a big question that most of our clients have – how do you handle changing your residence once in retirement, especially if you own two homes in two different states? 

Listen along as Christian and Marion discuss differences in state income tax, insurance differences, and some of the most common ways that clients claim domicile in somewhere like Florida during retirement. 

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 #: 755518 

Dollars & Sense podcast now streaming on: 

Join Marc and Marion for this special edition of Dollars & Sense recorded at Duke University in Durham, North Carolina! The duo spent the last week there for the annual LPL Leadership Conference and have ALOT to share about what they learned.  

More specifically, they dive into how when it comes to financial decisions, not everyone looks at things the same exact way. Want to know more? Listen to the full episode now. 

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 #: 752859

Dollars & Sense podcast now streaming on: 

Marion is back for this week’s episode of the show after a much-deserved vacation. During her time off, she noticed the overwhelming number of driverless cars she saw in service in the West Coast… 

As her and Marc ponder whether recent advancements in technology are a “good” thing, it gets them thinking about how everyone has different perspectives on large topics, especially finances.  

But one thing that the Freedman team is consistent on is having liquidity when in retirement. Curious what they mean? Listen to the full episode to 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 #: 748852 

Dollars & Sense podcast now streaming on: 

With Marion out on vacation this week, Marc is tapping in Christian for today’s episode and even let him pick the topic! 

At our office, we often hear a phrase like “I was at work and my colleague told me about this…” 

More often than not, it’s something about the markets, financial advice, or economic panic. But is the water cooler a better place to make financial decisions than with your advisor? We discuss in this special episode of Dollars & Sense. 

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 #: 745277 

Dollars & Sense podcast now streaming on: