freedmanfinancial

What is the difference between working with Freedman Financial versus one of the national investment management companies? 

In today’s episode of Dollars & Sense, Marc and Marion go over the holistic view that Freedman Financial takes with each one of its clients. Instead of just focusing on investment management for a specific fee, they look at every aspect of their client’s financial plan, helping craft unique portfolios and relationships for each person and family they serve. 

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 #: 660499

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What is it that you need to understand as you begin to think about planning your retirement? 

In this week’s episode of Dollars & Sense, Marc returns and is joined by Marion as they walk through the modern day retirement equation, which is defined by: what you can control, what you can’t control and what is somewhat in your control. Listen along as they break down all three of these and how they could impact your own financial journey. 

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 #: 656656

Dollars & Sense podcast now streaming on: 

“It takes a lifetime to build wealth, and you can lose it all in a second.” 

What threats could take your financial planning from success to a fear over where the next paycheck is going to come from? In this week’s episode of Dollars & Sense, Marion and Christian discuss the gigantic topic of insurance. What are your insurance needs and what insurance do you currently have?  

Listen along as they go deep into auto, home and many more insurance types and situations. 

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 #: 652415

Dollars & Sense podcast now streaming on: 

Can you believe we are already near the end of 2024? With two months left in the year, it’s right about now that people start thinking about year-end charitable contributions. 

In this week’s episode of Dollars & Sense, Marion and Christian discuss the several tax benefits available from year-end charitable contributions, plus other rules, regulations and strategies for end of year giving. They also explain how you may work for an employee who is willing to match your charitable contribution! 

Listen along for that, and much more, as you begin to plan for the end of 2024. 

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 #: 651320

Dollars & Sense podcast now streaming on: 

What are the slices of the financial planning “pie”? 

In this week’s episode of Dollars & Sense, Marc and Marion go through the other aspects of financial planning that you should have in place in order to create a comfortable lifestyle throughout an expected retirement. Listen along as they discuss the several roles that a financial advisor can play in their client's lives. 

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 #: 647661

Dollars & Sense podcast now streaming on: 

“The long term is only a collection of short-term time frames.” How does one stay involved in the short term while also maintaining a long-term vision? 

That, and much more, is the topic for Marc and Marion in this week’s edition of Dollars & Sense. Listen along as they discuss the several complexities of financial planning as you approach retirement age and how the Freedman emphasis on simplicity and longevity is used to aid 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 #: 644491 

Dollars & Sense podcast now streaming on: 

Do you know what your net worth is? Even if you do... do you know where it ranks amongst U.S. households? 

In today’s episode of Dollars and Sense, Marc and Marion discuss how the topic of net worth can often cause confusion with clients, whether it’s determining what theirs is or how it compares nationally and regionally. Tune in also for a discussion around the Freedman Financial philosophy of building something with our clients that is deeper than just the “investment of the day”. 

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 #: 641626 

Dollars & Sense podcast now streaming on: 

“Complexity makes you sound intelligent, but simplicity makes you money” 

In this week’s episode of Dollars and Sense, Marc and Marion discuss one of the core components of the Freedman Financial philosophy, simplicity. They discuss the overabundance of financial advice and strategy out in the marketplace and how it distracts most investors from what their actual goals may be.  

Listen for Marc and Marion’s anecdotal stories of how a emphasis on simplicity has helped them serve clients well throughout their careers.  

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 #: 639793 

Dollars & Sense podcast now streaming on: 

Some topics are harder to talk about than others. For example, what happens when someone gets ill, needs additional care, gets close to passing away or even passes away unexpectedly? 

While not fun to think about, these are financial realities that many of our clients have faced over the years. 

In this week’s episode of Dollars & Sense, Marc and Christian discuss what proper estate planning can entail for individuals and families, different types of power of attorney, plus the importance of knowing how your different accounts are registered and how your estate plan works when you’ll need it. 

Don’t miss out on this important 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 #: 633439 

Dollars & Sense podcast now streaming on: 

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: