Dollars & Sense

“If only I had this much money, then I could retire.” 

At a certain point, money can buy happiness, but it’s typically if you don’t have shelter, food, can’t clothe your children… 

In today’s episode of the show, Marc and Marion discuss how happiness is a fickle marker of success when it comes to your personal finances. Often, it’s comparison that robs people of happiness versus actual financial wellbeing. Tune in to learn 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 #: 742741

Dollars & Sense podcast now streaming on: 

At Freedman financial, we believe that “hope” should never be your core strategy for your financial plan. “I hope I can get a better job, save more money, my 401k does better than it did last year.” Realistically, what can you do to manifest these hopes? Almost nothing! 

On today’s episode of the show, Marc & Marion discuss the hopes and fears that the stock market has produced this year and that, even with all the noise, things seem to be going along as usual. They discuss the games that people try to play with their financial plan and how their firm is not interested in playing games… 

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 #: 740167 

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It’s impossible to know everything when it comes to personal financial decisions, and that is one of the biggest mistakes we see with some new prospects that want to work with Freedman Financial.  

In today’s information economy, many think that they can know everything about investment performance, retirement strategy and more. The truth is, you can never fully understand everything. 

In today’s episode of the show, Marc & Marion go over one of their favorite adages – “you don’t know what you don’t know”. 

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 #: 735006

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With May college graduations right around the corner, thousands of newly minted graduates will be getting their first professional paychecks soon. 

Among all the “firsts” that come with the jump into the professional workplace, one that many graduates don’t expect is the necessity of understanding their retirement plan options.  

In today’s episode of the show, Marc and Marion dive into the intricacies of the 401(k) plan, including the difference between a Traditional and Roth 401(k), how employer matches work and what investment options you may have. 

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 #: 730511 

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This week, Marc & Marion are breaking down “The Retirement Equation”, which is the six different components of your life that help signal your retirement plan. More clearly, it breaks down your financial and retirement planning into two buckets: what you can control versus what you can.  

Listen along as the Freedman Financial team breaks down controllables like spending and savings, while also highlighting the things out of our control like tax policy and what government officials are in office. 

At the end of the day, this week’s episode further highlights the Freedman Financial ethos – 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 #: 727442

Dollars & Sense podcast now streaming on: 

We rarely get calls when things are going well… but when things aren’t doing so hot in the markets – that’s when we hear from more of our clients than normal.  

With the recent announcement of tariffs and the economic response to it, Marc & Marion are going back to core principles in today’s episode of the show.  

The duo discuss how the current economic events compare to past experiences the firm has had in it’s lifespan, most specifically the 2008 financial crisis. They then explain the lessons learned from that experience two decades ago and how it’s shaping the way they take care of client’s portfolios 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 #: 724877 

Dollars & Sense podcast now streaming on: 

With April being Financial Literacy Month, Marc and Christian are dedicating this week’s episode to one of the things people can struggle the most to understand about their financial situation – taxes! 

It doesn’t matter if you make $1 million dollars or $6 dollars an hour, there’s one thing all of us have to do: pay taxes. 

The problem is that taxes and how to manage your tax situation is totally misunderstood among the general population. 

Listen along as Marc and Christan discuss common misconceptions about your own taxes, what to know when it comes to filing season, how to think about withholdings, taxes in retirement and so 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 #: 718696 

Dollars & Sense podcast now streaming on: 

How much experience do you have with what to do when someone close to you dies? For most people, the death of a spouse or significant other may be the first or ONLY time in their life that they have to deal with it directly and financially. 

In today’s episode of the podcast, Marc and Marion go through some of the most common advice they give when it comes to handling the death of a spouse or loved one. They discuss the importance of beneficiaries, how beneficiaries override what’s in a will, life insurance 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 #: 716279

Dollars & Sense podcast now streaming on: 

“Will my Social Security run out tomorrow?” NO! 

Amidst all the market and economic news of the past few weeks, the topic of Social Security has slowly but surely carved out a space in the discourse. With panic among those who are relying on Social Security, we decided to dedicate this week’s episode to the topic. 

There is going to be changes to Social Security. How will it impact those that are collecting Social Security now or those who will soon collect? 

Listen along for all that, 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 #: 713508

Dollars & Sense podcast now streaming on: 

With the downturn in the markets dominating the news cycle, Marc & Marion are dedicating today’s episode of Dollars & Sense to a market overview and how you should be approaching what’s going on.  

The main thing to remember: no matter how many times people say “this time it’s different”, it’s probably not!  

Listen along as the duo go through the year-to-date performance of the “magnificent 7”, what’s going on with the bond market and how international stocks are responding to everything.  

Doom and gloom may sell, but it’s not the approach that you’ll get from 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 #: 711654 

Dollars & Sense podcast now streaming on: