freedmanfinancial

Did you know that many people leave their old 401(k)s or life insurance policies with outdated beneficiaries, only to have their assets go to someone they no longer intended?  

In this week’s episode of Dollars & Sense, Marc and Christian are diving into the critical importance of keeping your beneficiary designations up to date. They share real-life stories of how these oversights can cause unintended consequences and how you can ensure your financial legacy is passed on exactly as you wish.  

Don’t miss it—this could save your family from future confusion and heartache! 

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 #: 630217 

Dollars & Sense podcast now streaming on: 

As summer comes to a close and fall peaks its head out, many may be looking to make a change in this new season. For some, that means exploring their retirement options. But retirement isn't just a quick decision, especially if your employer presents you with several retirement options.  

In this episode of Dollars and Sense, Marc and Marion walk through the three major pension options that most employees have to decide between during their careers (if they apply). They also discuss the differences between how a pension works in retirement versus a traditional retirement account. 

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 #: 625611 

Dollars & Sense podcast now streaming on: 

School is back in session, but is your kid ready for a crash course in financial adulting? 

In this episode of Dollars and Sense, Marc and Marion dive into the realities of back-to-school season and what it means for parents and their children. As your children head back to class and college, it's an ideal time to think about how we teach the next generation about money. 

Tune in as we discuss the importance of instilling financial responsibility early on and share insights on how parents can guide their children toward becoming financially independent adults. Join this week’s thoughtful discussion filled with practical tips on preparing your kids for financial adulthood. 

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 #: 623256 

Dollars & Sense podcast now streaming on: 

In this episode of Dollars and Sense, Marc and Marion are back in the office to share valuable planning pointers addressing common financial and investment issues clients are currently facing. This week, they explore real-life scenarios that extend beyond simply choosing the right or wrong investments. 

Tune in to discover how you can ensure your financial legacy is passed on smoothly and avoid common pitfalls that could create challenges for your loved ones. 

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 #: 620797 

Dollars & Sense podcast now streaming on: 

Join us for another special edition of Dollars & Sense, broadcasted right from the floor of the LPL Focus Conference in San Diego, California! 

Marc and Christian recap their break-out session entitled, Financial Planning: The Secret to a 99%, 20-Year Client Retention where they revealed the strategies behind their remarkable 99% client retention rate over the past 20 years. They dive deep into the financial planning process that has kept clients loyal and engaged, from the first phone call to the initial consultation. Discover how Freedman Financial builds lasting relationships and delivers financial planning that truly resonates. 

Tune in to learn the steps you can take to foster strong client connections and maintain trust over the long haul. 

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 #: 618117 

Dollars & Sense podcast now streaming on: 

Join us for a special live edition of Dollars and Sense as we broadcast straight from the LPL Financial Focus Conference in San Diego, CA! 

Marc and Marion dive into the latest financial insights, sharing key takeaways from several of the dynamic speakers at the conference. 

In this episode, we explore the potential impacts of the Federal Reserve’s anticipated interest rate cuts and what they could mean for your investments. From the short-term market jitters to long-term opportunities, we break it all down in a language you can understand. Tune in for the latest straight from the floor of one of the industry’s most exciting events! 

A full complement of Dollars & Sense broadcasts found here. 

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 #: 616107 

Dollars & Sense podcast now streaming on: 

In our latest episode, we dive into a provocative question: Is your behavior more critical to your investing success than your intelligence?  

Join us as we discuss why not sweating the small stuff and focusing on your investing behavior can lead to better financial outcomes. We explore the importance of maintaining discipline, sticking to your investment strategy, and avoiding emotional decisions that can derail your long-term financial goals. 

Tune in to this week’s episode of Dollars and Sense as Marc and Marion give practical tips and to help you manage your investment behavior regardless of the political climate. Don’t miss this insightful discussion that promises to reshape the way you think about investing! 

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 #: 612106

Dollars & Sense podcast now streaming on: 

Ever wondered how political shocks and economic trends really impact your investments? In our latest episode, we dive deep into insights from our recent quarterly townhall meeting, where we simplify complex financial topics in a language you can understand. 

Tune in to this week’s episode of Dollars and Sense as Marc and Marion dive into key economic trends, stock market updates, and other crucial current issues shaping the financial landscape.  

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 #: 609401

Dollars & Sense podcast now streaming on: 

What if someone sued you tomorrow? Are you prepared? 

While serving on jury duty, our director of financial planning, Christan Karcher realized how unexpected legal liabilities can profoundly impact both individuals and institutions. This sparked a broader conversation about the importance of having robust contingency plans in place, not just for professional liabilities but also for personal risks like accidents or lawsuits. 

In our latest episode, we dive deep into the often-overlooked realm of contingency planning in financial management. 

Tune in to this week’s episode of Dollars and Sense as Marc and Christian share practical insights into how to safeguard your financial well-being against unforeseen circumstances. Whether you’re a seasoned investor or new to financial planning, understanding these nuances can make a significant difference in securing your financial future. You don’t want to miss this one! 

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 #: 606299 

Dollars & Sense podcast now streaming on: 

You’re in for a treat this week as Marion Gilman and Christian Karcher team up to provide you financial advice in a language you can understand during this week’s episode of Dollars & Sense.

I don’t know if you’ve noticed, but back-to-school supplies are filling the shelves and summer is almost over! For those of you who have children, it may be time to start thinking about private school or college tuition. It’s no secret that the cost of tuition continues to climb, making it as important as ever to begin planning for it now. 

Tune in to this week’s episode of Dollars & Sense as Marion and Christian explain the importance of education planning and the value of 529 plans, all in a language you can understand.

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 #: 603993

Dollars & Sense podcast now streaming on: