freedmanfinancial Dollars & Sense

When you consider what it means to be rich, is it just about the size of your bank account, or is it something deeper?
In this week’s episode of Dollars and Sense, Marc and Marion delve into the complex and nuanced answers to this question, highlighting that wealth is much more than just a number on a paycheck. They explore how personal values, lifestyle choices, and even basic needs play a role in shaping one's definition of wealth. This episode invites listeners to reflect on their own relationship with money and success while emphasizing that the concept of wealth is as unique as the individuals who pursue it.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion explore the evolving concept of wealth in a language you can understand.
A full complement of Dollars & Sense broadcasts found here.
 
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
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 #: 576252
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

Graduation season is upon us, and for many college seniors, it’s the beginning of a new chapter. As they approach this significant milestone, have you discussed with your children their plans after they graduate?
In this week’s episode of Dollars and Sense, Marc recounts his recent visit to Merrimack College, where he spoke with a group of soon-to-be graduates. The conversation that unfolded was both insightful and surprising, shedding light on the concerns these young adults have as they transition into the workforce.
Tune in to this week’s episode of Dollars & Sense as Marc discusses the challenges facing today's college seniors and offers valuable advice for parents and graduates alike in a language you can understand.
A full complement of Dollars & Sense broadcasts found here.
 
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
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 #: 573655
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

If you’re looking for financial advice in a language you can understand, then you don’t want to miss out on our weekly Dollars & Sense video podcast. We are blown away that April is wrapping up and we’re heading into May. Time seems to be flying by faster and faster each year, doesn’t it?
 
When you’re younger and in college, you feel as if you have all the time in the world. But you’ll blink and be in your 40’s, 50’s, and 60’s wondering where did all that time go? If we still have time to do what we want to do, how are we taking advantage of that time and what are we doing with it? For us, it’s traveling and the experiences we get to indulge in.
 
Tune in to this week’s episode of Dollars & Sense as Marc and Marion explain why it’s important to discuss your retirement needs, wants, and goals with your financial advisor, all in a language you can understand.
 
A full complement of Dollars & Sense broadcasts found here.
 
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
 
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 #: 570844
 
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

Marc and Marion are back in action for this week’s Dollars & Sense video podcast. It’s been a jam packed few weeks –everyone hopefully filed their taxes, school was out this past week for Spring Break, the Boston Marathon was on Monday, the Red Sox lost another game, and we’ve enjoyed some really nice spring weather!
 
Tax season has finally wrapped up. Our team received a lot of calls with a similar tax question this year… *drum roll*….
 
“Why did I owe so much?!”
 
Who’s to blame for the hike in what you owe? You may think it’s your accountant’s fault, but we have to say, that’s rarely the case.
 
Tune in to this week’s episode of Dollars & Sense as Marc and Marion explain why you may have owed more money to the IRS this year, all in a language you can understand.
 
A full complement of Dollars & Sense broadcasts found here.
 
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
 
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 #: 567854
 
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month!
 
In this episode, we'll dive into essential tips and strategies to help you take control of your finances and work towards building a secure financial future. Whether you're looking to save more, invest wisely, or simply improve your financial knowledge, this podcast is packed with valuable insights to empower you on your financial journey.
 
Tune in to this week’s episode of Dollars & Sense as Marion and Christian provide our younger listeners with powerful financial literacy insights, all in a language you can understand.
 
A full complement of Dollars & Sense broadcasts found here.
 
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
 
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 #: 565019
 
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month!
 
In this episode, we'll dive into essential tips and strategies to help you take control of your finances and work towards building a secure financial future. Whether you're looking to save more, invest wisely, or simply improve your financial knowledge, this podcast is packed with valuable insights to empower you on your financial journey.
 
Tune in to this week’s episode of Dollars & Sense as Marion and Christian provide our younger listeners with powerful financial literacy insights, all in a language you can understand.
 
A full complement of Dollars & Sense broadcasts found here.
 
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
 
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 #: 562066
 
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean