Dollars & Sense

Is there such thing as a money rule that applies to almost everyone? Marc may have found it... in fact he found eight! 

In this week’s episode of the show, Marc & Marion look into the “8 Non-Negotiable Money Rules” that can apply to anyone’s financial situation. Whether it’s 1925 or 2025, these rules seem to stand the test of time.  

Listen along as they give anecdotes from their own lives on how they apply these rules and how it has helped them with 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 #: 707536 

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You may have seen the claim that the Social Security trust fund will run out in 2030s.... Is that a possibility? 

In today’s episode of Dollars & Sense, Marc and Marion dive right into the tricky topic of Social Security, including what it is for, how it started, and how people in certain age brackets should think about it.  

And they even dive into the question of what reform to the Social Security program could look like if it ever happens. 

Listen along for this can’t-miss episode. 

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 #: 702978

Dollars & Sense podcast now streaming on: 

It’s not uncommon for people to claim that their financial plan is to “beat the market”. But what does that mean? And does it align with the goals that we have for our clients at Freedman Financial? 

On this week’s episode of Dollars & Sense, Marc and Marion discuss the difference in investing for the long term versus a strategy of day-to-day (or even year-to-year) growth.  

Listen along as the two discuss this and much more – including Marc’s BIG update to his driving routine. 

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 #: 701047

Dollars & Sense podcast now streaming on: 

Is $1 million the right amount to retire? What about $2 million? 

Maybe we’re asking the wrong question... In today’s episode of Dollars & Sense, Marc and Marion discuss the most important question when it comes to your lifestyle in retirement.  

And no, it’s not “what is your number.” Listen along as the duo dispel some retirement myths and talk about some of their conversations with clients on this topic. 

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 #: 699209 

Dollars & Sense podcast now streaming on: 

In this special Valentine’s edition of Dollars & Sense, Marc is on location from…. home? He’s joined by his wife Laura as they discuss several topics on this “couples and money” themed episode.  

As the parent’s of five children, Marc and Laura dive into some of the key financial lessons they tried to instill in their kids as they grew up, plus some of the differences in the way they think about money and how their children do.  

Listen along for some personal anecdotes from the Freedman family and to get an answer to the question… why does Marc have so many gnomes in his house!? 

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 #: 694733

Dollars & Sense podcast now streaming on: 

Late the other night, Marc received a message from a client with the subject line “I’m Worried”. With everything that happened in January – from wildfires in California, to a presidential inauguration, executive orders, confirmation hearings and more – there sure has been a lot to dominate the news cycle.  

On this week’s episode, Marc & Marion are here to calm the waters a bit with some rational perspectives. Listen along as Marc documents how he keeps track of the news in order to act in client’s best interest, a reflection on the doom and fear that was felt in 2020 from COVID, 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 #: 691209 

Dollars & Sense podcast now streaming on: 

Based on JP Morgan’s Guide to the Markets for 2025, the Russell 1000 Growth Index saw 50% of its growth last year come from just FIVE individual stocks. You can probably guess the stocks that made up the quintet, but should this information affect your investment strategy? 

Marc and Marion dive into that, plus other interesting numbers from 2024 – including the international markets, bond markets and more – in this week’s episode to help you get a better understanding of the financial landscape as we get deeper into the new year. 

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 #: 687834

Dollars & Sense podcast now streaming on: 

Marc is back for this week's episode of Dollars & Sense, and he's guiding the ship solo as Marion is out on vacation. Marc kicks things off with some reflection on his time off for a family vacation and then dives into the topic of today's episode - the importance of knowing your insurance details in case of disaster.  

With the recent devastation in California from the wildfires, insurance needs are at the top of everyone's minds. Listen to this week's episode for some tips on what to look for within your policies. 

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 #: 685280

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With Marc on vacation this week, Marion is joined by Christian to discuss a very interesting topic - client's best and worst investments! Listen along as Christian and Marion give insight into the two most common "best investments" that clients tell them about, plus the one that is most commonly thought of as a "worst" investment. Do you agree with their choices? 

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 #: 681836 

Dollars & Sense podcast now streaming on: 

You’ve all heard of the phrase “keeping up with the joneses” and may have even been subject to its influence. But as you start thinking about retirement, it becomes very personal to YOU. 

In this week’s episode of Dollars & Sense, Marc & Marion discuss the constant issue of moving the goalposts when it comes to financial and retirement planning. They also discuss the problem of retirees not knowing how to spend their money once they reach 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 #: 676989

Dollars & Sense podcast now streaming on: