Dollars & Sense

Freedman Financial
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Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.

  1. 5D AGO · VIDEO

    What Do You Want Your Money To Do For You?

    In this week’s episode of the show, Marc is previewing an upcoming trip he’ll make to Orlando where he’ll be speaking to several financial advisors who are looking to grow their business. But while many of these advisors are successful, they still may be seen by many of their clients as “the investment guy”. How do they break out of that stigma? Well… it starts by how they service their clients and how they help their clients decide how they want to utilize their money beyond just the spreadsheet! 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 #: 819806   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    13 min

  2. OCT 30 · VIDEO

    Live from Hawaii with LPL CEO Rich Steinmeier!

    Our audience has been asking for other voices to join the show for a while now, so we decided to start at the top! On this VERY SPECIAL episode of Dollars & Sense, Marc is joined by Rich Steinmeier, Chief Executive Officer of LPL Financial. Rich became LPL Financial's CEO in 2024, and before that served as the firm’s Chief Growth Officer. Listen along as rich details the role he plays day-to-day as CEO, how LPL has changed since he joined, and what LPL’s reputation is within the entire broker-dealer industry 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 #: 812196   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    12 min

  3. OCT 23 · VIDEO

    Understanding the Special “K” Economy

    Earlier this week, Marc received a message from a client with the following question: “Isn’t an overvalued market in a poorly performing economy a sign of a pending recession or worse?” Hidden inside that question is a LOT of assumptions. In today’s episode, Marc and Marion give an answer to this question, and it may not be what you think. 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 #: 814921   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    18 min

  4. OCT 16 · VIDEO

    What if you Could Uncomplicate Your Estate Plan?

    Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants clarity, control, and peace of mind. In this episode, we break down the essentials: from understanding what each document actually does, to avoiding costly miscommunications between your intentions and legal execution. We also explore: The role of financial planners vs. attorneys in estate planning Why Power of Attorney matters while you're still alive Whether complex trust documents are always necessary—or if there's a simpler, low-cost alternative   Tune in for a practical, jargon-free conversation that helps you make smarter decisions about your future. 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 #: 811716   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    17 min

  5. OCT 9 · VIDEO

    Should You Stay Or Should You Go?

    When you go into retirement, does it make sense to stay in your home? At our office, we have countless examples of clients who stay in their homes for too long while in retirement… causing headaches in other areas of life. In today’s episode of the show, Marc and Marion discuss how your home is potentially the greatest wealth that you may have in retirement, so what if you unleashed that equity? Listen along for the pros and cons of selling your home in retirement or staying put. 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 #: 806648   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    15 min

  6. SEP 25 · VIDEO

    What If You Could Feel Alive in Retirement?

    Marc is back this week from an LPL Financial conference in Hawaii and has a lot to talk about!  After a quick discussion about the differences between the Fortune 500 and S&P 500, Marc and Marion dive into the topic of this week’s episode: What is it that makes you feel “life”?   What if you could create more moments in your life that make you feel like that?   Listen to find out exactly what the duo means.  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 #: 799661    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean

    18 min

  7. SEP 18 · VIDEO

    Retiree Financial Health Score

    When many of our clients reach retirement age, they are still thinking about metrics like their credit score and how that will impact their retired life.  But as we kept hearing that, we thought a new metric would not only make more sense, but actually help our clients out on a more practical level.   In this week’s episode, Marion & Christian introduce us to the “Retiree Financial Health Score” and go through how they have come to think about it.  Whether you’re retired now or still have a few decades to go in the workforce, this episode should prove useful.  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 #: 796505    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean

    16 min

  8. SEP 11 · VIDEO

    How Much is Enough?

    Have you bought a powerball ticket?  Why does everyone want to buy a powerball ticket when it gets to a $1 billion jackpot?  In today’s episode of the show, Marc and Marion are discussing how even when you come into a large sum of money, whether it’s millions or billions, most people don’t want to change their lifestyle that much.  And they also raise the question of “enough”. How much is that for you? For some people it’s double of what they have, but for most people it’s just a little bit more.  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 #: 794658   Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean

    15 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.

Information

  • Creator
    Freedman Financial
  • Years Active
    2013 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2012-2022 Marc Freedman. All rights reserved.
  • Show Website
    Dollars & Sense